Adding funds to HYPTUSS

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granretire
2 Lemon pips
Posts: 229
Joined: November 4th, 2016, 7:03 pm

Adding funds to HYPTUSS

Post by granretire »

Please can you point me in the right direction to add funds to the data sheet.
I would like to add
Artemis global income instl acc
Franklin UK equity income W inc
Invesco Perpetual income & growth Y
Janus Henderson european selected opportunies
Lazard multicap UK income A inc
Lindsell Train global equity B inc nav

kiloran
Lemon Quarter
Posts: 3865
Joined: November 4th, 2016, 9:24 am

Re: Adding funds to HYPTUSS

Post by kiloran »

The principles for adding funds is the same as adding shares. See the instructions in the User Guide.

There will be problems.
  • Identifying funds in Yahoo is not always easy. For example, I found a number of possibilities for "Artemis Global Income Acc" but could not identify "Artemis global income instl acc"
  • Digital Look (now Webfg) does not appear to contain data for funds, so Forecast Yields will not be available
  • The dividend sources will probably not have data for funds
I think the best you can hope for is to get prices from Yahoo

--kiloran

Raptor
Lemon Quarter
Posts: 1623
Joined: November 4th, 2016, 1:39 pm

Re: Adding funds to HYPTUSS

Post by Raptor »

What are the EPIC/TIDM for the funds you are looking for?

Raptor.

granretire
2 Lemon pips
Posts: 229
Joined: November 4th, 2016, 7:03 pm

Re: Adding funds to HYPTUSS

Post by granretire »

Kiloran, I tried yahoo,webfg and morningstar - and failed! Hence asking for help. Oh well, will have to ignore funds - which I tend to do anyway. Thanks.

Raptor
Lemon Quarter
Posts: 1623
Joined: November 4th, 2016, 1:39 pm

Re: Adding funds to HYPTUSS

Post by Raptor »

granretire wrote:Kiloran, I tried yahoo,webfg and morningstar - and failed! Hence asking for help. Oh well, will have to ignore funds - which I tend to do anyway. Thanks.

Found some of the funds on morningstar, as you say none in yahoo or webfg. Which precludes adding them to data sheet on HYPTUSS.

Raptor

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