Evaluate Stock Prices for Fund History Entries

You must have an active Internet connection to evaluate stock prices.

With this process, you can check the price of all stocks entered in the program. A fund history entry is considered a stock if the check number is "Stock" and the comment contains the number of shares and stock symbol.

  1. On the Diocese tab, click Development Funds > Processes > Evaluate Stock Prices.
  2. When the process completes, information about stocks with new evaluations displays. If any stocks were unable to be evaluated, the errors display.
  3. If you want to keep this information for reference, click Print.