Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

We do this by adding the code as a custom field with the exact field name set to CfiCode according to the following video.

...

Each day, or at any other interval, we should import new prices for our financial instruments before we report our Net Asset Value. The easiest way to do this is to keep an Excel file with the instrument id’s and the last prices which we save as a CSV-file from Excel and then import to BFS.

A guide for this can be found by navigating to the House-icon and then selecting Import/Export Data.

...

Then click on the help icon for Historic Data and read the pop-out guide.

...