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Manage market prices

To maintain security market prices in FA, you can enter them manually, import them in a file, or fetch them from a market data provider: Bloomberg, Morningstar, Morningstar OnDemand, CoinGecko, EOD Historical Data, Refinitiv, SIX, Infront, or Stamdata.

Follow the instructions:

If the security price doesn't come directly from a market source in the currency of the position, or if you want to include the exchange rate effect in the index, you can make currency transformation.

To make sure that securities have recent market prices and follow the price drops and rises, set up market price monitoring.