Importing Historical Prices into Pro Version of IAM
« on: July 09, 2017, 09:50:35 PM »
Hello,

I just purchased the Pro version of IAM and need to load historical prices dating back to 2010 (period 2010-2017).

Is there a way to do this quickly such a batch import?

I tried going through the import function but the program is not recognizing data on the import screen.

Thank you for your help.

Re: Importing Historical Prices into Pro Version of IAM
« Reply #1 on: July 10, 2017, 08:04:35 AM »
Thank you for your question.

We have no 'batch' import for historical prices, you would need to create those by specific month end date, and then use the file menu | import internet price file.  Make certain for the historic date, the format is in the correct format:  Symbol,Price,Date

Perhaps more easily is to simply create these historic price dates using the asset library menu | historic library | add new date feature.  Make certain all portfolios you are tracking are up to date with transaction activity prior to the date being created so relevant prices can be automatically updated as available.

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