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Re: Customization and Data import

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Posted by Mark on August 31, 2002 at 10:31:07:

In Reply to: Customization and Data import posted by Chris on August 30, 2002 at 13:37:19:

: Hi:

: I have looked at the Fund Manager website (and I am impressed), but I have a couple of questions before I download the software. I am primarily interested in using the software to backtest historical portfolios (including costs and tax implications), and I have a couple of questions.

: Can the user automate procedures, create custom ratios to calculate, or automate custom report generation and data output (to Excel for example)?

: Is there a macro or script language that the user can access, or is there any other way to customize the software through code or "add-in" modules?

: Can Fund Manager access TC2000 historical stock data or only import data via the internet or text files.

: I would appreciate any feedback.

Hello Chris,

Thanks for evaluating Fund Manager. There is no macro, add-in, or automation features,
but you can export any report's data to Excel using "Edit/Copy" and then
pasting to a text file, which you can then open in Excel.

I'm not familiar with TC2000 file format, but if it is in a text format, then
you most likely can import it with the "File/Import/Prices/Generic..." command.

Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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