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Quote servers and symbol expressions

Comments, critical feedback, praise, or suggestions for new features.

Postby IanC » Mon Nov 06, 2017 10:44 am

Mark,

With the switching of quote servers, you may need to build into Fund Manager a symbol expression engine that meets the quote server requirements.

Then we can record the symbol in its raw form and have it combined with other attributes automatically to have it expressed for Yahoo or WSJ or others based on the known template for symbols.

Right now, if I switch quote servers, the effort to go through every investment and change the symbol expression is long.
IanC
 
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Postby Mark » Mon Nov 06, 2017 10:46 am

Hi IanC,

I understand. This is a challenge, with no easy solution currently.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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