Recent Posts

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91
Support / Historical Prices - No Historical Prices Available for 6/30/17
« Last post by kazooss on July 03, 2017, 05:15:52 PM »
I am attempting to download historical prices for then month end 6/30/2017 date, and am getting the message "No historical prices available for 6/30/2017."

The markets were open on 6/30/17, so I'm not sure why the prices aren't downloading.  I am able to download other data.
92
Support / Re: Prices for Options and ^DJI index no longer updating
« Last post by TimDale on June 07, 2017, 12:03:09 AM »
Looking forward to the update.
93
Support / Re: Prices for Options and ^DJI index no longer updating
« Last post by kazooss on May 06, 2017, 02:53:57 PM »
Thanks for the quick response (as always -  :) )

Not a big deal.  I'll wait for the update
94
Support / Re: Prices for Options and ^DJI index no longer updating
« Last post by Matt Willms on May 05, 2017, 08:58:46 AM »
Kazooss,

The delivery of both the ^dji pricing and option pricing has recently changed.  But we have this corrected and will be included in our next v 3.0.5 release, planned within the next couple weeks or so.  Until then, you’ll need to manually update these prices.  If you contact our technical support team directly, they can possibly send you a link to this update ahead of time if you like.

Matt
95
Support / Prices for Options and ^DJI index no longer updating
« Last post by kazooss on May 04, 2017, 07:00:07 PM »
When I update prices and am presented with the Manually Update Prices dialog, for some reason the ^DJI index shows up in the list now and the Find Options Prices and Find Option Prices 2 buttons are no longer returning good prices.  The last time I was able to pull prices in for these items was on 4/26/17.
96
Importing Existing Portfolio Data / Re: Import Prices
« Last post by Matt Willms on April 21, 2017, 10:59:40 AM »
Dale,

Yes, you can import a historical price file using the file menu | import | security prices csv choice. Refer to the help button for proper format and other help as necessary.

The historical pricing feature has been modified for changes required with data delivery, and will be reflected in our next v3.0.4 update we'll be posting, likely next week.

If you have add'l questions, please email our support team directly: techsupport@investmentaccountmanager.com or call 262-241-3990.  We are glad to help.

Matt
97
Importing Existing Portfolio Data / Import Prices
« Last post by DaleR on April 21, 2017, 10:53:52 AM »
Is there a way to import historical prices from a text file or CSV file?

Also, I cannot go back to a prior date and get historical data from the internet (say from 1/31/2014). Get a pop up that says no historical prices available for 01/31/2014. The stock market could have been closed on the date selected... NOTE: If you continue to have problem, please check your internet connection. It doesn't seem to matter what date I input. Am I missing something or is this not available?
98
Transactions / Re: Taser name change to Axon
« Last post by Matt Willms on April 10, 2017, 08:37:24 AM »
You can simply edit the name and symbol in the current asset library; all past reports and activity will reflect the new name and symbol.  If you prefer to retain the prior name and symbol on past reports, you could enter this as a new merger activity into the new symbol and name, 1:1 share ratio and same current price on the date of the name/symbol change.

If you have add'l questions, please let us know.

Matt
99
Transactions / Taser name change to Axon
« Last post by kazooss on April 07, 2017, 06:34:01 PM »
Taser changed the name of their company to Axon the other day.  Along with the name change the stock symbol changed from TASR to AAXN.

What is the best way to record a stock symbol change that has no impact on cost basis?

Thx.
100
Transactions / Re: Unable to delete this imported transaction
« Last post by Matt Willms on March 13, 2017, 08:40:05 AM »
I suggest restoring a backup file of this portfolio prior to importing this broker activity.  Or, use the edit menu | remove a security to remove this security, and re-enter the prior activity.

Matt
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