TAME Operation Manual

Adding a Fund

Adding Funds into TAME for tracking 

IMPORTANT NOTES BEFORE ADDING ANY FUNDS TO TAME … PLEASE REVIEW  

  • 1.     IF YOU ARE USING A NETWORK VERSION, YOU NEED TO BE THE ONLY ONE IN THE SYTEM.  ENSURE ALL OTHER USERS HAVE EXITED TAME BEFORE ADDING ANY FUNDS
  • 2.     TAME CAN MONITOR A MAXIMUM OF 250 FUNDS AT A TIME.  IF YOU ARE AT THE LIMIT AND WANT TO ADD ANOTHER FUND … YOU MUST REMOVE ONE THAT IS CURRENTLY BEING TRACKED
  • 3.     ADDING A FUND WILL ESTABLISH THE FUND PRICING WITH THE MOST RECENT NAVPS (NO HISTORY).  AS THE FUND IS UPDATED IN THE FUTURE ALL PRICES WILL BE RETAINED ON YOUR SYSTEM. If you would like to receive the full history for a particular fund back to inception or 02 January 2000; whichever is greater, TAME Software Inc. can provide this information to you for a nominal fee of $5.00 + HST per fund … please contact us at 1-888-DO-U-TAME [368-8263] or send an e-mail to info@tame.ca.

 

To ADD a SINGLE FUND 

  • Open TAME
  • Left Click on “Fund Info” tab at top of screen
  • Left Click on “Add/Remove Fund” button
  • The “Funds Already Being Tracked (### of 250) on the right hand side will auto-populate with funds TAME is already tracking. 

(Note – If this title indicates TAME is already tracking 250 of 250 Funds, you will need to remove a fund in order to add the new fund).

  • Left Click on drop down list arrow in “Select Fund Company” field
  • Scroll Down to desired fund company and Left Click on the fund company name

       (Note – the left hand table will immediately fill in with all funds and applicable fund codes available to be used.  If already being tracked a Checkmark appears beside the fund name)

  • In the Master List of Funds Table, Scroll Down to the fund you want to track and Left Click on the fund name

       (Note – this will put a checkmark beside the fund you want to track and will add this fund to Funds Already Being Tracked on the right side of screen)

  • Left Click on “Update” button

 

To ADD MULTIPLE FUNDS

If you want to add another fund from the same fund company, simply Scroll Down/Up the Master List of Funds Table and Left Click on the next fund name.  When finished adding all funds Left Click on “Update” button

If you want to add another fund from a DIFFERENT fund company simply select a different fund company from the drop down arrow in the “Select Fund Company” field  by following the adding a fund instructions as above.

To REMOVE FUND(s) if maximum reached or simply want to remove, please see Deleting Funds From Tracking