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Historic Stock Prices

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Marc Chadwick

04 Jul, 2017 05:55 AM

Hello
 I am using the Quotes and Exchange rates updater v 1001 with Moneydance 2017 using Yahoo Finance US as my pricing source for security prices historic and current

For a long time now I have only got current prices, such that I have large gaps in my history as i have not opened Moneydance on specific days.

Is there a way to update the historic prices?/ I am looking to specifically update my 30 June 2017 date as that is end of Financial Year here and I did not open Moneydance on that day to update the prices

Please advise

Regards

1. 1 Posted by derekkent23 on 04 Jul, 2017 07:28 AM

   

   I am not support staff, just a user.

   You can update security prices individually as follows.
   In an investment account register click on the “Security Detail” tab. Using the dropdown select a security. Click on history. Click on “New”. A new line is added at the top of the table. Click on this line and edit the date and price as required. Alternately you can click on “Import” and select the second option to “Import From File” using the format described.
   To enter all securities prices at one go for a given date use the “Security price Entry” extension. Click on EXTENSIONS – EXTENSION MANAGER and install “Security price Entry”. Run this extension. In the table that appears change the date and fill in the prices under “New Price” column. If the new price is historic untick “Also set these prices as “current””.
   There are at least two other methods availably, the one I use is a free third party extension called “Security Price Loader”. This allows all security prices to be updated for a given date from a spreadsheet. If you won’t information on this just post.

   Hope this helps.

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2. 2 Posted by Marc Chadwick on 04 Jul, 2017 07:51 AM

   

   Thanks vm for your response. I am interested in the third party option please. The other two methods I was aware of and i was hoping to avoid a long winded entry process as I have quite a few securities to update.

   On another note Is it a known issue that the historic prices are not pulled down by the Quotes and Exchange Rate updater? After reading a few of the other conversations I was under the impression that i was missing something as it seemed others were able to download historic prices from Yahoo or Google through the updater.

   Thanks again and yes I would appreciate some info regarding the "Security Price Uploader"

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3. 3 Posted by derekkent23 on 04 Jul, 2017 08:35 AM

   

   I am not support staff, just a user.

   I don’t use Quotes and Exchange Rate updater as it never covered all the securities I have. There are problems with this extension as regards historic prices. See comment in this thread http://help.infinitekind.com/discussions/problems/33787-yahoo-quote...
   I read support are looking for a free alternative to Yahoo with a paid service if they can’t find a suitable free one.

   The free Extension I mentioned can be downloaded from https://bitbucket.org/mikerb/moneydance-2015/wiki/Extensions
   The extension loads a .csv file containing security prices and allows the user to select the date and which prices to update. You still have to create the CSV file in a spreadsheet. I did this by creating a set of favorites of sites that give security prices in my internet explorer and enter them in the CSV file template at the end of each month.

   Hope this helps.

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4. 4 Posted by Marc on 05 Jul, 2017 06:42 AM

   

   Thanks vm for your assistance. I will give that a go. Cheers

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5. 5 Posted by Jim Larus on 11 Jul, 2017 08:27 PM

   

   I have a fix for this problem and submitted a pull request on bitbucket in the moneykind_open repo:

   https://bitbucket.org/infinitekind/moneydance_open/pull-requests/6/fix-to-download-historical-data-from-yahoo/diff

   Hopefully someone from IK will take a look (hint).

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6. System closed this discussion on 10 Oct, 2017 08:30 PM.