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Adding funds to HYPTUSS

Discussions regarding financial software
granretire
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Adding funds to HYPTUSS

#146266

Postby granretire » June 17th, 2018, 10:29 am

Please can you point me in the right direction to add funds to the data sheet.
I would like to add
Artemis global income instl acc
Franklin UK equity income W inc
Invesco Perpetual income & growth Y
Janus Henderson european selected opportunies
Lazard multicap UK income A inc
Lindsell Train global equity B inc nav

kiloran
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Re: Adding funds to HYPTUSS

#146272

Postby kiloran » June 17th, 2018, 10:50 am

The principles for adding funds is the same as adding shares. See the instructions in the User Guide.

There will be problems.
  • Identifying funds in Yahoo is not always easy. For example, I found a number of possibilities for "Artemis Global Income Acc" but could not identify "Artemis global income instl acc"
  • Digital Look (now Webfg) does not appear to contain data for funds, so Forecast Yields will not be available
  • The dividend sources will probably not have data for funds
I think the best you can hope for is to get prices from Yahoo

--kiloran

Raptor
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Re: Adding funds to HYPTUSS

#146275

Postby Raptor » June 17th, 2018, 11:03 am

What are the EPIC/TIDM for the funds you are looking for?

Raptor.

granretire
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Re: Adding funds to HYPTUSS

#146332

Postby granretire » June 17th, 2018, 1:42 pm

Kiloran, I tried yahoo,webfg and morningstar - and failed! Hence asking for help. Oh well, will have to ignore funds - which I tend to do anyway. Thanks.

Raptor
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Re: Adding funds to HYPTUSS

#146340

Postby Raptor » June 17th, 2018, 2:36 pm

granretire wrote:Kiloran, I tried yahoo,webfg and morningstar - and failed! Hence asking for help. Oh well, will have to ignore funds - which I tend to do anyway. Thanks.



Found some of the funds on morningstar, as you say none in yahoo or webfg. Which precludes adding them to data sheet on HYPTUSS.

Raptor


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