updating prices

tlist809's Avatar


03 May, 2019 03:44 AM

How do I update the mutual fund daily fund prices?

  1. 1 Posted by derekkent23 on 03 May, 2019 07:40 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Tim

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

    The extension “Quote and Exchange Rate Updater found under EXTENSIONS – MANAGE EXTENSIONS. Check you are running the latest build v1024. 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 some 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. Both of the sources in the Quote Loader have good coverage of world wide securities.

    For 2017 see post 248 at https://infinitekind.tenderapp.com/discussions/investments/3771-thi...

    For 2019 see post 145 at https://infinitekind.tenderapp.com/discussions/investments/4039-quo...

    It has far wider coverage and is fast.

    Download the PDF attached to these posts 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.

  2. System closed this discussion on 02 Aug, 2019 07:40 AM.

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