Price & Index Uploader: Updating Index Values

Updating Index Values In order to update index values from .CSV price files, you may use the Price & Index Uploader. This is this is done in the “Import Prices or Indexes” modal window, which can be accessed in one of two areas. 1. Upper menu under TOOLS >...
[ Learn more ] [ Learn more ] [ Learn more ]

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.

[ Learn more ] [ Learn more ]

Price & Index Uploader

The Price & Index Uploader is a feature that enables mass update of securities prices and/or index values using .CSV/flat files containing rows of price data. 

[ Learn more ]

Pin It on Pinterest