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updating stock prices

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lists5040

21 Dec, 2017 05:02 PM

I stopped using MoneyDance several weeks ago after it failed to download current stock prices and started investigating other financial programs.I found one that I liked, but the categories didn't import, and I have too many years of data to give up information on my categories of spending. I just checked back and found an entry to the discussion pages that says that the stock download problem has been fixed in the latest update - version 2017.6 (1656). I just downloaded the update, installed it and found that the stock prices STILL do not update. In searching I see something about an API setting, but cannot find anywhere any directions about this. Why is there an update that doesn't include instructions how how to use the update, if indeed there is a method? This is still a mess!

1. 1 Posted by -Kevin N. on 21 Dec, 2017 05:18 PM

   

   Hi lists5040,

   Along with the updated version of Moneydance, you'll need to install the updated Quotes & Exchange Rates updater (currently v.1012)

   The extension will prompt you for the Alphavantage API key, providing a link to get it and a field to input it.

   Make sure to set the drop-downs in the Q&ER updater to Alphavantage.

   -Kevin N. (not a member of MD support)

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2. 2 Posted by lists5040 on 21 Dec, 2017 05:21 PM

   

   Thanks - I’ll do that.

   You would think that these directions would be somewhere on the page with the updater.

   Nancy

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3. 3 Posted by -Kevin N. on 21 Dec, 2017 05:27 PM

   

   Hi Nancy,

   Be aware that the Alphavantage servers are notably slower than Yahoo's or Google's.

   Some users are reporting inaccuracies and/or quotes for Mutual Funds not updating until very late at night or early morning.

   There are two workarounds to using the Q&ER updater but each requires some manual interaction from the user.

   If the Q&ER updater does not work to your liking, and if you're interested in the workarounds, let me know and I'll dig up the links to them.

   -Kevin N.

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4. 4 Posted by lists5040 on 21 Dec, 2017 05:47 PM

   

   Hi Kevin,

   After following your directions, I successfully downloaded the stock quotes. I did notice that it was definitely slower than previously.

   I would definitely like to have you give me the workarounds.

   Thanks for your prompt help
   Nancy

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5. 5 Posted by -Kevin N. on 21 Dec, 2017 06:16 PM

   

   Hi Nancy,

   I should preface this with these two options are geared more towards US stocks and Mutual Funds as the data is gleaned from Yahoo.finance.*

   Forum member Mike Bray wrote the Stock Price Loader extension. It works great but it does require a CSV file of your stock symbols and price quotes.

   The CSV file can be obtained by creating a watch list portfolio at Yahoo.finance. Once you've created the watch list, you export it to a CSV file and load it into Mike's extension which inputs the data into Moneydance.

   *(Many brokerage websites offer options to export your data. You may be able to create the required CSV from other sources than Yahoo.)

   Forum member dwg posted the relevant links to Mike's website here:
   http://help.infinitekind.com/discussions/problems/38590-quotes-exch...

   Mike's Security Price Loader has not yet been signed by TIK so you'll receive an ominous warning when you go to install it. In this instance, you can safely ignore it.

   The other option, which is what I'm using, is a little easier to use. It's a tool created by forum member hleofxquote.

   His tool requires Java to run it. When you run his tool for the first time you'll need to enter your stock symbols. It then downloads the quotes from Yahoo.finance. Once the quotes are displayed you simple right-click the displayed quotes for an option to Save a QIF file.

   You then use Moneydance's File > Import menu option to import the QIF file into your investment account.
   Here's the link to the hleofxquote tool.
   http://help.infinitekind.com/discussions/investments/2706-updating-...

   Let me know how they work out for you. OK?
   -Kevin N.

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6. 6 Posted by lists5040 on 21 Dec, 2017 06:34 PM

   

   Thanks, Kevin.

   I may not get to this until after the holidays - expecting a houseful for a week, but I will certainly give those a try.

   Thanks again,
   Nancy

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7. 7 Posted by derekkent23 on 22 Dec, 2017 10:40 AM

   

   I am not support staff, just a user.

   There is a more up to date version of hleofxquote program at https://github.com/hleofxquotes/hleofxquotes/tree/master/dist/test/...
   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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8. 8 Posted by lists5040 on 22 Dec, 2017 06:20 PM

   

   Thanks,

   Nancy

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9. 9 Posted by derekkent23 on 01 Jan, 2018 11:33 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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10. System closed this discussion on 02 Apr, 2018 11:40 AM.