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Online Valuation Updates Expand / Collapse
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Posted 3/12/2007 7:38:41 AM
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Last Login: 10/08/2017 12:01:11 AM
Posts: 27, Visits: 46
Currently, the system seems only to provide for one to select to update "ALL Financial Assets" yet the system can only update ASX listed items. It would be preferrale to be able to select an item, various specific items or a folder (eg Shares) prior to starting system.

As it is presently, the system stalls for extended periods of times as it scrolls through an alphabetical listing of ALL Financial Assets - which inn my case includes Managed funds, mortgages and hybrid products which are not able to updated.

When entering a new asset on the system, it asks if the asset is an ASX item or not - but does not appear to use this information to best effect in running the update function.

Regards

Regards,

SuperKev

Post #3659
Posted 4/12/2007 6:00:11 PM


MySF Administrator

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Last Login: 19/06/2015 3:22:19 AM
Posts: 479, Visits: 663
Hi,

You are correct that the system does try to revalue all assets, even those that are not tagged as ASX listed which makes the revaluation takes longer than necessary.

We will add in filtering so that only assets tagged as ASX listed will be revalued. This will be included in the next update.

Please note that the scrolling may still include those assets that are not ASX listed as the system cycles through them to check if they need to be revalued.

Regards,

MySF


Post #3664
Posted 22/05/2008 8:03:32 AM
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Last Login: 10/08/2017 12:01:11 AM
Posts: 27, Visits: 46
I notice that the online valuation feature is still such that it will only operate if a Range of Dates are specified for update ie Top half of screen. Attempting to update for a single date ( bottom section) always returns the result that the system was unable to update even though it goes through the motions of running the sequence for each of the share parcels.

Regards,

SuperKev
Post #3940
Posted 22/05/2008 9:59:20 PM


MySF Administrator

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Last Login: 19/06/2015 3:22:19 AM
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Hi,

This feature has already been revised in preparation for the latest update, but we will re-test to ensure that this problem no longer occurs.

Regards,

MySF
Post #3943
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