Re: Can FM automatically update for dividends and cap gains?

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Posted by Mark on February 18, 2007 at 15:58:35:

In Reply to: Can FM automatically update for dividends and cap gains? posted by Ani on February 18, 2007 at 04:29:53:

: Hello,
: Question- If I enter only the first buy transaction details for a mutual fund, can FM then automatically update the portfolio for yearly dividends and capital gains or do I need to manually enter all the details? The financial institution that holds this fund is not listed in FM. So I can't import the details.

: Thanks,

: Ani

Hi Ani,

If your financial institutions isn't one of the ones listed here:

http://www.fundmanagersoftware.com/tintrtv.html

You'll have to get your distribution data another way. You have these options:

1) Manually enter them
2) Import them from a file you download from your financial institution
3) If you're using FM Pro or Advisor you can retrieve distributions from "Yahoo (Historical)"

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Can FM automatically update for dividends and cap gains? Ani 22:53:11 02/18/07 (1)
  • Re: Can FM automatically update for dividends and cap gains? Mark 10:54:50 02/19/07 (0)