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"Locking" Subportfolio Data During Transaction Retrievals

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Posted by SteveS on February 21, 2006 at 19:49:44:

Data from the Open Financial Exchange is sometimes inaccurate. As a consequence, one frustration of retrieving transaction data is that I'll have a subportfolio finely tuned, and then, when additional data is retrieved over OFX, the previously hand-tuned subportfolio is rendered inaccurate once again.

So, is there a way to lock previously entered data?

I know it is possible to retrieve data only between 2 specific dates for subportfolios, but I'd like to download data for an entire list of subportfolios AT ONCE, and date-specific retrievals aren't especially helpful in this context.


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