can there be facility to import asset activities into the system by debiting various class of assets and crediting the capital account.
- mutual fund
- debit instruments
also facility to get feeds from the market to do mark to market of the value of assets
You can use Batch Create to add multiple assets.
Manager has no external feed capability. The program really is not suitable for what you describe.
market securities are number using isin standards. you could allow import of isin securities with following details through xls sheet like what your provide for bank account txn import
type of security : share/ debt/ mf/pref share / conv sec
maturity date ; if applicable
interest if any
percentage of int
date of payment
Maybe so, but what you asked about was feeds, not imports.