Fido Positions format has changed; breaks FlowAllocator import
reedes opened this issue · 1 comments
reedes commented
As recently as June 30th, 2021 it was:
Account Name/Number,Symbol,...
It is now:
Account Number,Account Name,Symbol,...
TEMPORARY WORKAROUND is modify the CSV to rename the first column and drop the second one. This can be done in Excel, Numbers, or any spreadsheet program. Export to CSV and FINporter/FlowAllocator should accept it.
reedes commented
Fido positions now has three(3) targets as part of this fix, where Account.Title attribute is now populated (from Account Name) for the first time.