Updating one security only updates that security in that entity. However, you can manually edit the price file and use it to automatically update all the securities in one entity. Then use the same file to update all the securities in the next entity. That way you only have to enter the prices once for each symbol. Navigator does not have a built-in editor to do this. Back up you data first. Edit the file apr2.prm with Notepad. Enter prices like
"AMD",17.97,"11/28/2003”
Where “AMD” is the symbol in quotes, 17.97 is the price, “11/28/2008” is the date of the price. Select Investments | Access Prices to Update Securities to automatically update the entity’s portfolio.
A much easier, faster, and more accurate method is to purchase StockWeb or PriceLink. Both of these Navigator add-ons retrieve prices automatically, create the apr2.prn file, and update your portfolios. See www.finnav.com or contact Financial Navigator Customer Service for more information. You only need to run StockWeb or PriceLink once to update prices, but you still need to open each entity and select Investments | Access Prices to Update Securities to automatically update each entity’s portfolio. A future version of Navigator may allow you to update across all entities at once.
See also update security prices.
- David
FNI Technical Support
[This message has been edited by David (edited 05-04-2009).]