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. It can be used to automate the task of updating manually entered securities, securities no longer being updated by a download module, and index values used as benchmarks. This feature is currently being made available to former users of the SunGard Update service, which was discontinued by FIS Global.

You can learn more about using this feature in the areas below:

Required File Format

The Price & Index Uploader requires .CSV files with a certain format.  LEARN MORE

Maintaining Indexes

In order to update the price for an index it must first be in your list of Advisors Assistant indexes.  LEARN MORE

Suggested Data Sources

In order to update the price for an index it must first be in your list of Advisors Assistant indexes.  LEARN MORE

Updating Index Values

The process of updating values from .CSV price files is quick and easy.  LEARN MORE