entering invetments

Sandy Calbreath's Avatar

Sandy Calbreath

29 Dec, 2017 11:40 PM

How do I enter my existing investment portfolio into the program

  1. 1 Posted by -Kevin N. on 29 Dec, 2017 11:47 PM

    -Kevin N.'s Avatar

    Hi Sandy,

    There are a few Moneydance KB articles relating to importing data here:
    http://help.infinitekind.com/kb/importing-data-from-other-programs

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

  2. 2 Posted by Sandy Calbreath on 30 Dec, 2017 12:09 AM

    Sandy Calbreath's Avatar

    I want to enter manually because there is WAAAY too much history there! I figured that out, but now I would like to know if there is a way to update market value like Quicken does? I sure don't want to have to do this manually!

    Thanks.

  3. 3 Posted by -Kevin N. on 30 Dec, 2017 12:18 AM

    -Kevin N.'s Avatar

    Hi Sandy,

    I'll have to assume that you are using MD 2017.6 (1656) If not let me know what version it is that you are using. Menu bar > Help > About Moneydance. (For Macs, 'About Moneydance' may be listed under a 'Moneydance' menu item.)

    If you haven't done so already, install v.1012 of the Quotes and Exchange Rates updater extension. (Menu bar > Extensions > Manage Extensions > Quotes and Exchange Rates Updater > install v.1012)

    When you install the Q&ER updater, you will be prompted for a free, API key from AlphaVantage and provided with a field to enter it.

    Once installed with the API key, make sure to set the drop-down lists in the Q&ER updater to 'AlphaVantage'.

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

  4. 4 Posted by sprimost on 30 Dec, 2017 12:28 AM

    sprimost's Avatar

    *From*: sprimost

    I am not support staff, just a user.

    Hi Sandy --

    There are a couple of different ways of doing this, all of which have
    been discussed on the forum (and the words are shamelessly copied from
    posts by other very helpful and knowledgeable users, I just needed to
    summarize multiple posts).

    (1) Both Yahoo and Google have shut down their free API which Moneydance
    used to obtain quotes and exchange rates.
    Moneydance is now using a new source Alpha Vantage. However, to use the
    new Quote and exchange rate extension v012 you will need to upgrade to
    the latest release of Moneydance 2017 from
    https://infinitekind.com/download-moneydance-personal-finance-software
    This works pretty well from the postings but you need to understand that
    it is a free service, aka, a bit slow and may not be always correct.
    (2) Yahoo still has a free service that lets you load the ticker of the
    stocks and mutual funds, and will show you the latest price. Only a
    daily basis, you can "export" the prices to a csv file, and use the
    security price loader extension. This is a two-step manual approach (one
    to go to the Yahoo biz site and "export" quote.csv file, and two to
    start the extension and perform the securities load). I prefer it
    because I can preview the prices prior to loading it into MD.
    (3) Some users have success using hleofxquote's free tool for stock
    quotes. It's one of the alternate workarounds.What it involves is a
    one-time setup of entering your ticker symbols, downloading your quotes
    and saving the results as a QIF file which you then import into
    Moneydance.It requires Java so you'll also need to install that if you
    don't already have it installed.If you're interested, you can get the
    hleOfxQuotes-gui-Build_20171207_165.zip file here - Click the 'Download'
    button
    https://github.com/hleofxquotes/hleofxquotes/blob/master/dist/test/...
    <https://github.com/hleofxquotes/hleofxquotes/blob/master/dist/test/Build_20171207_165/hleOfxQuotes-gui-Build_20171207_165.zip>

    I posted a screenshot of the tool here:
    http://help.infinitekind.com/discussions/problems/40659-quotes-upda...
    <http://help.infinitekind.com/discussions/problems/40659-quotes-updating-not-working-with-new-alphavantage-api#comment_44388249>

    The drawback is that it is very MS oriented. I am not sure how it would
    work on a MAC. (i am working on a LINUX version, when I get some spare
    cycles).

    Steve

  5. 5 Posted by derekkent23 on 31 Dec, 2017 11:43 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    The hleOfxQuotes works every well.

    Like Moneydance its a Java program. I run it on a Windows PC but I understand the Developer user a Mac.

    Hope this helps.

  6. 6 Posted by Sandy Calbreath on 31 Dec, 2017 02:50 PM

    Sandy Calbreath's Avatar

    Thanjs!

  7. 7 Posted by derekkent23 on 01 Jan, 2018 11:28 AM

    derekkent23's Avatar

    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.

  8. System closed this discussion on 02 Apr, 2018 11:30 AM.

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