Yes it does. Open Financial Exchange ( OFX ). Import Wizard FundManager does support OFX ... That's the easy part -)
Regards, Ton. ----- Original Message ----- From: J Paul Buffon To: [email protected] Sent: Friday, September 18, 2009 2:29 PM Subject: RE: [amibroker] Re: Portfolio Manager ... Hi, Same issue, looking for a portfolio manager to complement AB. PB the software below seems great but does not seem to integrate with Interactive Brokers. Thanks JP From: [email protected] [mailto:[email protected]] On Behalf Of Ton Sieverding Sent: 08/04/2009 4:26 AM To: [email protected] Subject: Re: [amibroker] Re: Portfolio Manager ... Yes I have seen that in the mean time, Mark. Most important for me is that I can import transactions coming from a generic file. Charting is only important for portfolio part. Not for the symbols. As Amibroker still is the TA platform for me. What's your opinion about the Advanced Statistics part ? Is it worth the difference in price between personal and professional ? Regards, Ton. ----- Original Message ----- From: MarkK To: [email protected] Sent: Tuesday, August 04, 2009 2:05 AM Subject: RE: [amibroker] Re: Portfolio Manager ... Ton, You can import your portfolio and prices from your broker too into Fund Manager if you like It also has charting too, the charting is not as in depth as AB though MarkK From: [email protected] [mailto:[email protected]] On Behalf Of Ton Sieverding Sent: Monday, August 03, 2009 3:30 PM To: [email protected] Cc: [email protected]; leo van den Akker; Ruud Vos; Clemens de Leeuw; Franz Maurer Subject: Re: [amibroker] Re: Portfolio Manager ... Thanks Mark. Multi currency capability. Sounds good. I prefer to have prices synchronized. But after what I have found that's not a big deal. Exporting prices from Broker and importing them in Fund Manager. Yes I will try Fund Manager and let you know the result ... Regards, Ton. ----- Original Message ----- From: MarkK To: [email protected] Sent: Monday, August 03, 2009 6:39 PM Subject: RE: [amibroker] Re: Portfolio Manager ... You have the capability from what I can see for multi currency I do not import or export from AB to Fund Manager Fund Manager ( professional) uses Google real time and historical data I have it set up to pull prices every 5 min Also will send me alerts to my e-mail when a price is triggered They have a very nice free trial and from what I remember there are no restrictions during the trial MarkK From: [email protected] [mailto:[email protected]] On Behalf Of Ton Sieverding Sent: Monday, August 03, 2009 12:27 PM To: [email protected] Subject: Re: [amibroker] Re: Portfolio Manager ... Thanks a lot Mark. Yes 'Portfolio Manager' for me is the dark site of Amibroker. And yes lot's of reactions do underline this thesis. Frankly I never found a good solution that could be fully integrated in Amibroker. Before starting with the next trail, please let me know if underneath text from Fund Manager is correct : Importing prices refers to the process of importing prices from a file into Fund Manager investments. There are many sources of files that Fund Manager can import from, and they are listed below. Generally, importing is a two step process, obtaining the file of prices from the source, and then performing the price update (import). Below are links to detailed instructions on how to accomplish each step for all supported sources. So is exporting/importing the Amibroker database to Fund Manager doable ? Also, does Fund Manager give you multi currency support ? Regards, Ton. ----- Original Message ----- From: MarkK To: [email protected] Sent: Monday, August 03, 2009 6:04 PM Subject: RE: [amibroker] Re: Portfolio Manager ... I had posted questions about the Portfolio manager and the limitations some months ago Never saw a response Though I did get numerous responses offline from members All were disappointed with AB's portfolio manager and thought it was useless- I then tried numerous other portfolio manager software And personally went with this one http://www.fundmanagersoftware.com/index.html There were others that were more expensive and others that were less expensive To me this was what I needed MarkK From: [email protected] [mailto:[email protected]] On Behalf Of bobko947 Sent: Saturday, July 11, 2009 10:56 AM To: [email protected] Subject: [amibroker] Re: Portfolio Manager ... --- In [email protected], "amsiev" <ton.sieverd...@...> wrote: > > As we all know, "Account Manager" is Amibroker's weak point. For me it's not usable and ... Question. Any suggestions for a good Portfolio Manager ? > > Regards, Ton. > Ton, you may try: 1) http://www.fundmanagersoftware.com, very good, reasonably priced, free to use 60 times before trial period expires, very easy to use. 2) http://www.stator-afm.com - reasonably priced, 30 days trial period. Good luck, Bob.
