The symbols for the funds are a lot longer than for stocks, and this may be the problem. This does not get a response when I use it in the app with or without the MUTF_GB: prefix.
Icompta review code#
For example, if you get a quote in Google Finance for F&C Strategic Bond 1 Acc, you find the code in brackets after the fund name: MUTF_GB:FC_STRA_BOND_17DAQO. Google Finance gives quotations for many of these as well, and the routine is just like the routine for stocks.
In fact, most of my investments are mutual funds rather than stocks. Now that I have iCompta working for shares, I move on to the next problem. Thanks very much for your help and patience, Angeman. Of course, you can change that date as time marches on, by selecting the security in the Securities page and choosing a new date. This account shows the cash that the holding has cost to acquire (in pounds), whilst if you return to the Securities page, it will show the value of the holding (in pence) on the date of the security quote that you chose. With the account type set to 'Investment', the transaction page has a field for selecting the security, and fields for "shares in" and "shares out" in which you can buy or sell shares for an amount of cash (independently of the value, of course). Next, set up the holding account, as you would set up any other account, starting in the home page. Although there is no confirmation at this stage, that should have grabbed the quote for use in valuing a holding. A window opens displaying that quote press the 'Save' button, then Done, then Securities. Tap the 'Edit' button on this screen and select one of the daily quotes. Tap on the security, and the right screen should slide into view again but now with a list of daily quotes for the security. There, press 'Done', which returns to the Securities page where you will now find the security listed.
Clear the keyboard away and tap the 'Save' button to return to the Securities screen. Enter a name, the code (ticker) for the security that Google Finance uses (which begins LON: for the London Stock Exchange in the UK), and the currency (if for the London Stock Exchange, quotations are in pence, so go back to the main Document page, select 'Currencies' and create a new currency for pence as 0.01 pounds). Then tap on the 'Edit' button at the top right of the screen, and then on "New security". Tap on the cog at the bottom of the page and make sure that "Download quotes" is checked. From the home page for the Document, tap on the Securities line to open the Securities page (it does not always open on first attempt, but you can always swipe it into view from the right).
Icompta review full#
Here is what seems to be the full procedure, if anyone else is reading.įirst, set up the security and get a quote as follows. I was ignoring the 'Edit' button, and putting the code into the search window at the top of the Securities page. "the right panel"! I did not have a right panel.
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