Price & Index Uploader: Suggested Data Sources
In order to provide more flexibility for our users we have not restricted this new feature to any one data source. Files may be obtained from a number of reputable locations.
Price & Index Uploader: File Format
The Price & Index updated uses a simple .CSV file to obtain pricing information.
Maintaining Indexes
In order to use an index in your performance reports you must first add a symbol and name to the Investment Module. This is this is done in the “Maintain Indexes” modal window, which can be accessed in one of two areas.
Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.