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Published 20 hours ago • verified publisher icon portfolio-performance

Set Default Quote Feed Provider for New CSV Imported Securities

Open flywire opened this issue 4 years ago • 3 comments

Problem New securities created by CSV import have no Historical Quotes Quote Feed Provider set so quotes are not updated by default. User must set provider manually for each security.

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Requested Solution

  • Settings Bookmark should enable a default (shown in bold)
  • default should be applied to csv imported securities

Close #2332

flywire avatar Jul 15 '21 00:07 flywire

It seems this issue is restricted to importing because adding securities through the gui adds a Quote Feed.

See https://forum.portfolio-performance.info/t/import-csv-file/17123/19 for workaround editing datafile directly.

flywire avatar Jul 12 '22 11:07 flywire

Linked workaround worked for me, but gui fix would be ideal as surfing github for answers is not particularly intuitive.

sig-noi avatar Sep 17 '23 07:09 sig-noi

Just commenting to get the notification of the status of this issue.

awarnery avatar Jan 11 '24 20:01 awarnery