tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/4422-stock-prices-not-updatingInfinite Kind: Discussion 2019-08-04T16:40:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/472348892019-05-04T12:39:44Z2019-05-04T12:39:46ZStock prices not updating<div><p>I am now manually entering my stock and mutual fund prices into MD. When I look at my summary page, the values shown for various stocks and funds do not reflect today's prices, but rather a day or two earlier. When I look at the price history, the correct data is there. Why won't the summary page (and others) reflect the4 most recent price?</p></div>Bruce Jaffetag:infinitekind.tenderapp.com,2009-01-14:Comment/472348892019-05-04T14:22:03Z2019-05-04T14:22:03ZStock prices not updating<div><p>I am not support staff just a user.</p>
<p>What version and build of moneydance are you running. e.g. 2019.3(1870).<br>
When you update the prices manually is this directly into a security price history window? Are you adding a dated price as well as updating the current price?<br>
Have you tried the free third party Quote Loader to automatically obtain and update your stock and mutual fund prices for you?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/472348892019-05-04T16:11:36Z2019-05-04T16:11:36ZStock prices not updating<div><p>The problem seems to be that the summary page doesn’t reflect the current<br>
price even though the correct price is in the security history.</p></div>Bruce Jaffetag:infinitekind.tenderapp.com,2009-01-14:Comment/472348892019-05-04T17:41:41Z2019-05-04T17:41:41ZStock prices not updating<div><p>I am not support staff just a user.</p>
<p>You did not answer any of the questions I asked!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/472348892019-05-05T12:07:12Z2019-05-05T12:07:13ZStock prices not updating<div><p>Sorry.<br>
MD version 2019.1 (1855).<br>
I am updating prices by manually entering them using the window I get after<br>
going to Portfolio view, then clicking on History. The date is entered<br>
automatically, being the current date. I confirm that the date is correct.<br>
But when I look at my Summary page, the data is not using the current<br>
balance.</p></div>Bruce Jaffetag:infinitekind.tenderapp.com,2009-01-14:Comment/472348892019-05-05T12:49:40Z2019-05-05T12:51:46ZStock prices not updating<div><p>I am not support staff just a user.</p>
<p>Firsts update to 2019.3(1870) from <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p>
<p>Next when you update a security history price window change the value in the<br>
"Current Price" to the new price, then click NEW to add a new dated price, correct date if required. Note its the Current Price value not the last dated price is the price that is used on the summary page.</p>
<p>Can I suggest you try the free third party Quote Loader to automatically obtain prices and enter them automatically into the associated security history price windows<br>
. For 2019 see post 145 at <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quo#comment_47212882">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a></p>
<p>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.</p>
<p>Let us know how you get on or if you need help just post.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/472348892019-05-05T15:58:05Z2019-05-05T15:58:06ZStock prices not updating<div><p>So I installed the newer version of MD as well as Quote Loader. The MD<br>
report continues to use the wrong date for reporting the value of<br>
investments. Any ideas why?</p></div>Bruce Jaffetag:infinitekind.tenderapp.com,2009-01-14:Comment/472348892019-05-05T16:38:10Z2019-05-05T16:38:10ZStock prices not updating<div><p>I am not support staff just a user.</p>
<p>You were taking about the security prices on the summary page being wrong now you are talking about a MD report. Are you now taking about one of the Reports run from the side bar?<br>
Perhaps post a screen shot of a security History window and a screen shot of the incorrect value for the same security, it might clarify things. See example screen shots, history window, summary page, net worth report.</p>
<p>Did you run the Quote Loader and did it find prices for your securities?</p></div>derekkent23