Fund Manager
Contact Us

Re: Bad updates

[ Q3 01 - Q1 03 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by kim on June 13, 2002 at 21:41:52:

In Reply to: Re: Bad updates posted by Mark on June 13, 2002 at 20:32:32:

: : Hi Mark. Lately (past few weeks) I've been getting odd behaviour. I use Yahoo first for my stocks, and then Canada Stockwatch for my Canadian mutuals. Yahoo updates fine, as does Stockwatch for the funds, but it changes the Yahoo prices for several of my stocks, meaning I have to then delete the bad entry. Examples are RiteAid (RAD), Capstead (CMO) and GE. Reversing the order (Stockwatch, then Yahoo)results in a bad entry and the a good one, throwing the graphing off. For instance, RAD is currently $4.058 Cdn (using a fixed exchange rate) but after running Stockwatch the new entry is $.0172. Quite a drop! The problem seems to relate to Canadian stock symbols which are the same as U.S. but for entirely different companies. Is there a way to lock out the Canadian symbol access?

: : I'm using Version 320, BTW.

: : Thanks!

: : Kim

: Hi Kim,

: You can fix this problem in a couple of different ways.

: 1) Assign your Yahoo investments to update specifically from Yahoo, and
: not the global default server. Use "Investment Properties.../Other" to
: assign the quote server. The advantage of this, is you only have to
: do a single internet retrieve with one portfolio. The disadvantage is that
: if you ever want to change these from using Yahoo to another server you
: have to manually change each investment.

: 2) The other option is to put all your Yahoo investments in one portfolio
: and your Canadian funds in another. Then, you can update each portfolio
: separately, so that the Yahoo investments aren't even open when updating your
: Canadian funds, and vice versa. You can still have one master portfolio
: with all your Yahoo and Canadian investments in it. Investments can belong
: in any number of portfolios. The upside to this approach is you don't have
: to assign quote servers on an investment by investment basis, but the
: down side is you now have 3 portfolios to maintain, so if you decide to start
: tracking another investment, you will want to add it to 2 portfolios, instead
: of just one.

: The approach you take is up to you...

: Thanks,
: Mark


Under Investment Properties/Other there's only "hidden", "internet retreive", "invert", etc. No manual assignment of quote server. I'm still using 4.7. Is this a 5.x feature?


Replies: | Search | Site Map | About Us | Privacy Policy