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updating latest price of investments

• Edit

johngraham

08 Aug, 2015 01:00 PM

I am checking out Moneydance as a replacement for MS Money which I have used for many years wwhich worked OK in Windows 8 but will not work in windows 10.
Grateful if you can advise how the price of investments are updated?

1. 1 Posted by -Kevin N. on 08 Aug, 2015 01:17 PM

   

   Hi John,

   Moneydance updates price quotes via the Quotes and Exchange Rates Updater extension. It gleans it's data from yahoo.finance.com.

   On a side note... Take a look at the following post. It may help you with using MS Money on Win 10.
   http://pocketsense.blogspot.com/2015/07/upgrade-to-windows-10.html

   Take the standard precautions when editing Window's registry.

   I've not tried this workaround myself yet. When I tried using Win 10, it broke too many things that are important to me so I reverted back to Win 7.

   HTH -Kevin N.

   • Edit

2. 2 Posted by John Graham on 08 Aug, 2015 02:51 PM

   

   Hi Kevin,

    

   I found out how to update the prices in Moneydance manually after down loading the instruction manual. I was aware of the auto updates from Yahoo but some of the symbols for some UK investments are not recognised by Yahoo.

    

   Many thanks for your side note, I have done just that, as you advised, and now have MS Money operating on my Desktop in Windows 10 satisfactorily. I will see how it goes over the next few days or so before I upgrade my laptop.

    

   Your advice was very much appreciated so once again many thanks

    

   Best regards

   John

   • Edit

3. 3 Posted by -Kevin N. on 08 Aug, 2015 03:19 PM

   

   Hi John,

   You're welcome I'm glad to hear that you were able to get MS Money working again with Win 10.

   As for entering manual price updates in Moneydance, take a look at the Security Price Entry extension. It should make things a little easier.

   HTH -Kevin N.

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4. 4 Posted by douglas on 21 Aug, 2015 05:22 PM

   

   playing with the demo version and have managed to get some UK funds to download , but not all.
   The ones I am confused about are the ones which DO have yahoo based pricing , but return error code 404 .

   eg Ticker GB00B7LZCR36.L
   https://uk.finance.yahoo.com/q?s=GB00B7LZCR36.L&ql=0

   GB00BLRZQC88
   https://uk.finance.yahoo.com/q?s=GB00BLRZQC88&ql=1

   using Historic prices on yahoo.uk

   Any ideas ?

   douglas

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5. 5 Posted by Scott Meehan on 21 Aug, 2015 05:46 PM

   

   Hi Douglas,

   Unfortunately Yahoo doesn't appear to be making UK mutual fund prices (among other data) available for download for some reason, even though they're showing up on their website. There's a suggestion on Yahoo's support area for them to re-add these funds back for download, which you can vote for here:

   https://yahoo.uservoice.com/forums/207809-finance-gs/suggestions/6402750-please-fix-option-quotes-which-are-not-downloaded

   Unfortunately you'll have to enter prices manually until they re-enable downloads for these accounts.

   I'm sorry for the inconvenience! Please let us know if we can be of further assistance!

   Scott Meehan
   Infinite Kind Support

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6. 6 Posted by udprdjm on 21 Aug, 2015 06:53 PM

   

   Hi scott

    

   Thanks for the quick response.

   Fund prices is one of my key requirements ( and I think its also for a large number of uk ms money users), so while I understand this is not your fault it is annoying.

    

   A couple of comments

   - I can get the prices I require into a CSV file eg from the FT website is there any way of uploading that ?

   - I’ve downloaded the security prices add on and it works , but not easy to get the cursor in the right place, ideally it would be great if I could cut and paste the whole column rather than typing them one at a time

   - Is there any other ways of getting prices in ?

    

   douglas

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7. 7 Posted by udprdjm on 23 Aug, 2015 03:13 PM

   

   HI Scott

   I’ve been naughty and downloaded Acemoney as people were saying it was able to retrieve yahoo uk prices for funds which moneydance cant find , and its TRUE, eg GB00B8FC6L92 and GB00B907VX32

   So there must be a way of doing it , fix this and you are on course to convince me to buy your product

    

   See

    

    

    

    

   From: udprdjm [mailto:[email blocked]]
   Sent: 21 August 2015 19:53
   To: '[email blocked]'
   Subject: RE: updating latest price of investments [Investments #273]

    

   Hi scott

    

   Thanks for the quick response.

   Fund prices is one of my key requirements ( and I think its also for a large number of uk ms money users), so while I understand this is not your fault it is annoying.

    

   A couple of comments

   - I can get the prices I require into a CSV file eg from the FT website is there any way of uploading that ?

   - I’ve downloaded the security prices add on and it works , but not easy to get the cursor in the right place, ideally it would be great if I could cut and paste the whole column rather than typing them one at a time

   - Is there any other ways of getting prices in ?

    

   douglas

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   • Edit

8. System closed this discussion on 19 Mar, 2016 05:00 AM.