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Import CSV file from broker to update security prices

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quotient

10 Aug, 2018 01:09 PM

My intent is simply to update security prices in MD using prices downloaded from my broker. I realize there are other available methods to accomplish my goal; but I'd like to utilize the security prices I can download from my broker.

Could I get an overview about how to import into MD a CSV file downloaded from my broker which contains current security prices?

1. 1 Posted by Mike Bray (Quot... on 10 Aug, 2018 01:21 PM

   

   Hi quotient

   The Security Price Loader extension was written for this purpose (see
   https://bitbucket.org/mikerb/moneydance-2015/wiki/Security%20Price%20Load)
     There is also a pdf that couples this with the HLEOFXQUOTES program
   which you might also find useful, just ignore the part about
   HLEOFXQUOTES.

   Regards
   Mike

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2. 2 Posted by quotient on 10 Aug, 2018 02:36 PM

   

   Thanks, Mike Bray.

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3. 3 Posted by quotient on 10 Aug, 2018 09:21 PM

   

   Mike,
   The Security Price Loader works very well. Thanks for making it available.

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4. 4 Posted by dwg on 10 Aug, 2018 09:43 PM

   

   Quotient,

   FWIW this is the method I have been using since Yahoo withdrew their service, although with the older version of Mike's Utility as I still use an older version of Moneydance (the newer versions have not given me features that would compel me to upgrade).

   I do have to manipulate my file slightly as for some strange reason the download includes an extra blank line at the bottom with just a carriage return

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5. 5 Posted by Mike Bray (Quot... on 11 Aug, 2018 07:49 AM

   

   Your welcome

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6. System closed this discussion on 10 Nov, 2018 07:50 AM.