Re: How to handle different quote servers

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In Reply to: How to handle different quote servers posted by Dave Bergeron on January 18, 1999 at 21:31:59:

: I would first of all congratulate Mark for developping such a high-quality and complete program.

: I personaly own canadian stocks, canadian mutual funds, and NASDAQ stocks. So you understand that NASDAQ stocks are in the US$ currency and the canadian stuff is in CAN$. Also, to monitor my prices over the Internet, I must use Quicken-CA for canadian and Yahoo for american stocks.

: My question is : what is the best way to manage all these securities ? With what I learned by playing with Fund Manager, I think it would be setting up three different portfolios so I can handle currency and quote server differences.

: Does this make sense ?

:
: Thanks,

: Dave

Dave,
Thanks for the compliment on FM. You can set up your portfolios however you like best, but one suggestion would be to set up 3 portfolios. One for your investments that you retrieve from Quicken-CA, a second for those that you retrieve from Yahoo, and a third which contains all your investments. Use the first 2 for price updates, and the last one is just so you can see all of your investments together. You can have multiple currencies in the same portfolio. You will want to use the currency features (Options/Currency Settings...). You can view your data adjusted or not for the exchange rates with "View/Exchanged".

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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