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Author
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Topic: updating historical prices for investments
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Nancy Ward
Member
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posted 06-23-2003 10:23 AM
  
we just installed StockWeb, and want to retrieve prices for our portfolio on previous dates; specifically 1/31/2003, 2/28/03... 5/31/03.From the StockWeb documentation, it appears that we can only retrieve current prices? If so, do we need to manually enter the historical prices using "Enter Prices to Update Securities"? And, if so, are those prices saved so that we can run Investment reports at any time for previous dates? Nancy Ward
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fni_support
Moderator
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posted 06-24-2003 01:56 PM
Hello Nancy, thank you for posting your question. Yes, StockWeb only provides current prices for your common securities. As you mentioned, you will need to manually enter your historical prices using “Enter Prices to Update Securities” in FN. These market values will be saved for your securities on a monthly basis. If you are interested in automating this process you may want to use the Navigator Access add-on module, which provides historical prices for standard securities and other more difficult to price instruments. Click here for more information about Navigator Access. ---------------------------------------------
George
Technical Support
Financial Navigator Int’l [This message has been edited by fni_support (edited 06-24-2003).]
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