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Re: Fund updates via internet

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Posted by Mark on November 14, 2002 at 20:12:41:

In Reply to: Fund updates via internet posted by Patrick J. Chowning on November 14, 2002 at 15:23:48:

Hi Pat,

1) Are you using a "Historical" quote server? What is a date profile? Do you
mean enter the dates that you want updated from the historical quote server?
If you're going to be automatically updating, you should pick a daily
quote server, like the regular "Yahoo" server under "Options/Internet Settings".

2) You could put all your investments from all portfolios into another
portfolio that you use for just updating. Alternatively, you can use command
line arguments along with Windows Task Scheduler to automatically update
each of your portfolios.

3) Search the online help for "Command Line Arguments", and set it up
as a task that runs. You don't have to interact at all.

Mark Beiley

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

: Mark:

: Greatly appreciate the fine work you have done to provide us with this fund management tool. My goal is to be able to update my various fund portfolio
: files (each portfolio contains about 100 stocks - six portfolio directories
: in all) on a hourly cycle; and using the alert system, notify me, when various
: targets are obtained. I am have difficultly seeing how one might:
: 1. initiate the update sequence without having to manually accept the default
: date profile; I assume one day update is the default.
: 2. Perform updates for more than one portfolio - like to have a list of the
: directories, files, or whatever to denote what updates are needed.
: 3. When initiate these updates, in quite mode; i.e. I don't want to have to
: be aware these updates are happening in the background. No interactive
: input from me should be required to complete these background operations.

: Regards,

: Pat.

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