Updating security prices

frank tommasini's Avatar

frank tommasini

29 Jan, 2019 08:31 PM

how do I get my mutual funds to update either automatically or by myself entering the prices
I am running 2019.1
thanks

  1. 1 Posted by dwg on 29 Jan, 2019 08:46 PM

    dwg's Avatar

    I'm a fellow user.

    If you want or need to enter prices manually I would suggest installing the Security Price Entry Extension, it is by far the easiest method to add prices by hand.

    For automatic updates you have the choice of the Quotes and Exchange Rate extension or the User written Quote Loader. Whether either of these can get a priced depends totally on if the source used keeps prices for that fund, that is outside of moneydance's control.

    the first two extension can be installed by using the Manage Extensions menu item, the Quote loader by following the instructions in:

    http://help.infinitekind.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019#comment_46848239

  2. 2 Posted by Frank Tommasini on 29 Jan, 2019 08:49 PM

    Frank Tommasini's Avatar

    Thank you

  3. System closed this discussion on 30 Apr, 2019 08:50 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

27 May, 2024 09:33 AM
27 May, 2024 09:28 AM
27 May, 2024 08:52 AM
27 May, 2024 08:15 AM
27 May, 2024 07:19 AM