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Online stock price updates is broken

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Cliff Lewis

01 Dec, 2017 01:39 AM

For over a year I have been using the Quotes and Exchange extension to update stock prices. Recently some of the stocks were not updating. Now none of the stocks are updating. Please help me resolve this issue.

-Cliff

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1. 31 Posted by derekkent23 on 18 Dec, 2017 12:53 PM

   

   I am not support staff, just a user.

   As requested details of a stand-alone program that was originally developed to help out users of MS Money when Microsoft stopped supporting that product. The developer, a member of this forum, is in the beta stages of adapting it to work with Moneydance. At this point you can enter a list of securities symbols directly or pasted from a file or by importing a text file. Run the program, see the returned quotes, save the quote as a QIF file and import it into Moneydance. It does not return a history just the last days quoted price. Importing the file automatically update the dated and current price of each security listed. The developer is also working on some other feature to improve the users experience. Attached is a PDF that shows how to use this program.

   Hope this helps.

   • Hleofxquotes_Beta_Program_used_with_Moneydance.pdf 384 KB
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2. 32 Posted by mawigmore on 18 Dec, 2017 01:00 PM

   

   Many thanks for this.

   Is there a way of getting a list of currently owned stocks out of
   Moneydance that's suitable for importing into the tool?

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3. 33 Posted by derekkent23 on 18 Dec, 2017 03:27 PM

   

   I am not support staff, just a user.

   I don’t think there is a direct way of obtaining what is needed, but at least you only have to do this once. For future changes you can edit the file you created.

   The only way I can see to obtain a list of all your security names and their associated symbols is as follows.

   1. Click FILES – EXPORT and set “Format” to “Tab delimited”, “Account” to an investment account, “Date” to “Last 1 Day” and click OK to export a text file. If all of your securities are not in one account you will need to export a text file for each account, merging the text files and removing any duplicated securities after step 5.
      
   2. Open the text (txt) file created in a spread sheet. As a window user I opened the file in excel, accepting all the default setting. In my case this gave me a file with 8 columns. The useful columns are headed “Name” and “Ticker Symbol”. Delete the others.
      
   3. The first section of the file is a mixture of securities and currencies. The second section starts “Account Type” delete this row and all following rows.
      
   4. Delete any row that does not have a ticker symbol.
      
   5. What you are left with is all your securities, including any that you no longer own. Delete old securities to leave a list of securities you own.
      
   6. Copy the ticker symbol column excluding the heading and paste into hleofxquotes symbol window.

   Hope this helps.

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4. 34 Posted by mawigmore on 18 Dec, 2017 04:25 PM

   

   That very helpful, thanks!

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5. 35 Posted by derekkent23 on 01 Jan, 2018 11:34 AM

   

   I am not support staff, just a user.

   For anyone who is interested take a look at this thread on a third-party Quote and Exchange Rate Program from hleofxquotes.
   http://help.infinitekind.com/discussions/investments/3036-third-par...

   Hope this helps.

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6. System closed this discussion on 02 Apr, 2018 11:40 AM.