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Old 08-31-2008, 04:49 PM
Cal Learner-- MVP
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Default Re: portfolio manager not updating all investments

In microsoft.public.money, richard wrote:

- quote -

> Last week I set up online updates with my brokers. Everything went fine, but
> now one of my broker accounts does not give current price when I update
> prices in portfolio manager. I get zero in last price for both stocks and
> mutual funds. I am using microsoft money plus. How can I fix this.


Try Tools-> InternetUpdates-> UpdateNow... and de-select that broker.
Then click Update. If the problem does not show up when you select
to not download statements from that broker, that would imply that
the bad quotes are coming from the broker.

If the problem shows up when you do a
Portfolio-> UpdatePrices-> UpdatePricesNow, then read on:

If the quote server continues to give zero quotes for those
securities, I would set Money to not fetch those.
Portfolio-> UpdatePrices-> PickQuotesToDownload
Alternatively blank the symbol.

The right prices might come in from the broker download, or just
enter those prices manually on occasion.

You can also contact Microsoft Money support with data on which
quote symbols give bad numbers and when the quotes are bad , and
they may be able to get those corrected by the quote provider.

You would think that the quote serving software could sanity check
numbers and not provide a zero.
  #-1  
Old 08-31-2008, 12:10 PM
richard
Guest
 
Posts: n/a
Default portfolio manager not updating all investments

Last week I set up online updates with my brokers. Everything went fine, but
now one of my broker accounts does not give current price when I update
prices in portfolio manager. I get zero in last price for both stocks and
mutual funds. I am using microsoft money plus. How can I fix this.

 

Tags
investments, manager, portfolio, updating
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