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.
The Price & Index updated uses a simple .CSV file to obtain pricing information.
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.
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.