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download daily prices

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Peter Stern

13 Dec, 2018 01:37 AM

How do I update my investment portfolio on a daily basis?

1. 1 Posted by Peter Stern on 13 Dec, 2018 01:39 AM

   

   How do I download stock prices at the end of the trading day?

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2. 2 Posted by -Kevin N. on 13 Dec, 2018 02:17 AM

   

   Hi Peter,

   Take a look at this post from forum member Derekkent23.
   http://help.infinitekind.com/discussions/investments/3985-updating-...

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

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3. 3 Posted by derekkent23 on 13 Dec, 2018 09:03 AM

   

   I am not support staff, just a user.

   A more direct link than the one in Kevin N post is http://help.infinitekind.com/discussions/investments/3771-third-par...

   See post 184 download PDF and use link in PDF to watch the YouTube video.

   Hope this helps

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4. 4 Posted by uscentral419.ac... on 13 Dec, 2018 01:41 PM

   

   I am using Apple’s latest system Mojave. I have Moneydance version 2017. I so not know how to get into the system to remove the old quotes extension and therefore where to install the new quotes
   extension. Can you tell me how?
   Thanks

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5. 5 Posted by derekkent23 on 13 Dec, 2018 01:51 PM

   

   I am not support staff, just a user.

   IK extensions can be removed/updated/installed under EXTENSIONS - MANAGE EXTENSIONS.

   There are two methods within Moneydance 2017 for obtaining security prices.

   The extension “Quote and exchange rate updater” to be found under EXTENSIONS – MANAGE EXTENSIONS. For exchange rates use the source European Central Bank. If your securities are in the US try IEX Trading first, if that does not support a security try Alpha Vantage. Alpha Vantage also cover securities outside the US but is very, very slow.

   If the Quote and exchange rate updater does not work well for you try the free third-party Quote Loader see post 184 in this thread http://help.infinitekind.com/discussions/investments/3771-third-par...

   It has far wider coverage and is fast.
   Download the PDF attached to post 184 and have a read. To get an overview take a look at the YouTube video by using the link in the PDF.

   Let us know how you get on or if you need help just post.

   Hope this helps.

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6. System closed this discussion on 14 Mar, 2019 02:00 PM.