New User Setup

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New User Setup

Postby lconstab » Mon Sep 01, 2014 4:15 pm

I purchased MyInvestment from the apple store last night. I am trying to set up my portfolios and enter the securities I own, and I am unable to set up Canadian Mutual Funds, even when I set the data source to Google Finance (Canada). For instance, on the Google Finance site I can obtain a quote for BTG 308, Beutel Goodman American Equity, but I cannot through the software, even when I enter the correct ticker symbol. Is it possible to manage Canadian investments with your software?
lconstab
 
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Re: New User Setup

Postby mthadm » Tue Sep 02, 2014 8:43 pm

Hello,


MyMoney is using Yahoo and Google internally for the ticker resolution, you may need to change the data source into google.ca or yahoo.ca


Thanks
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Re: New User Setup

Postby lconstab » Wed Sep 03, 2014 12:32 pm

Where do I make the change to point at google.ca? I looked through the settings dialogs and cannot find where that configuration is defined.

Thanks
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Re: New User Setup

Postby mthadm » Wed Sep 03, 2014 4:52 pm

Hello,


When you are setting up a new financial instrument you can set where the data is resolved from:

For example:

Screen_Shot_2014-09-03_at_4_43_18_PM.png
Screen_Shot_2014-09-03_at_4_43_18_PM.png (170.4 KiB) Viewed 8473 times
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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mthadm
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Re: New User Setup

Postby lconstab » Wed Sep 03, 2014 6:19 pm

I had already done that - it still does not retrieve prices
lconstab
 
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Re: New User Setup

Postby mthadm » Wed Sep 03, 2014 6:36 pm

Whats the ticker you are trying to setup, we will double check on its resolution


Thanks
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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mthadm
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Re: New User Setup

Postby lconstab » Wed Sep 03, 2014 7:30 pm

BTG308 - Beutel Goodman American Equity Mutual Fund

This is just the first of many I need to enter, but I was trying to test the newly purchased software with just one security
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Re: New User Setup

Postby mthadm » Wed Sep 03, 2014 10:25 pm

Hello,


This is caused by a data licensing issue - the historical data for this fund is provided by a 3rd party aggregator that does not allow the charting data to be loaded into MyMoney

You can still get the end of the day pricing automatically, so all internal MyMoney calculations such as Gain/Loss (Unrealized and Realized), Internal Rates of Return etc are going to be correct

We are looking to add more data providers in the near future that will hopefully add better resolution for mutual funds


Thank you,
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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mthadm
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Posts: 1056
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