Investment Account Manager Forum

General Category => General Discussion => Topic started by: TopDog on June 03, 2018, 04:34:48 PM

Title: Finding all "mis-priced" historical securities
Post by: TopDog on June 03, 2018, 04:34:48 PM
Is there an easy way to find all securities in the historical Asset Library that have a price of $1.00 which indicates there likely is an historical price that is missing?

I have data going back over 30 years and it is a bit tedious going month by month.
Title: Re: Finding all "mis-priced" historical securities
Post by: Matt Willms on June 05, 2018, 07:56:56 AM
Perhaps the best way is to refer to your past broker statements that coincide to the same calendar month end historic date you are creating.  Note: the historic prices are only required if you are trying to derive IRR performance for such date ranges.  If this is not important to you, you can simply start storing historic dates currently, and going forward. 

If you have add'l questions, please contact our technical support team directly at techsupport@investmentaccountmanager.com

Matt