Stocks and Shares

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Patrick

13 Dec, 2019 04:21 PM

Do you support automatically updating S&S prices from the LSE?

Is this primarily US based software or do you run fully supported UK institutions, Banks, investments etc?

  1. 1 Posted by derekkent23 on 13 Dec, 2019 06:14 PM

    derekkent23's Avatar

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

    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. Alpha Vantage covers the US as well as some securities outside the US, but is very, very slow. It’s my understanding that the source IEX Trading no longer works.

    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 worldwide securities.

    As a UK user, as I am, you would find that the Quote Loader serves your needs as its sources are Yahoo and FT.

    See post 205 at https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019/page/7#comment_47493595

    Download the PDF attached to posts 205 and have a read.

    To get an overview take a look at the YouTube video by using the link on page 1 of the PDF.

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

    Try it out for yourself.

    The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports, provided that you do not confirm them. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
    For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2017 to 2019) and from then on you get a 50% discount. All upgrades within a version are free.

    Make sure you are running this build of Moneydance https://infinitekind.com/preview

    For information on how to use Moneydance see https://infinitekind.tenderapp.com/kb

    By the way Moneydance is sold globally but developed in the UK.

    Hope this helps.

  2. 2 Posted by Patrick Corriga... on 14 Dec, 2019 09:06 AM

    Patrick Corrigan's Avatar

    Hi derek

    Thanks for taking the time to reply to my email, there’s a lot there so
    I’ll take a detailed look through it over the weekend.

    Thanks again and have a good weekend

    Kind regards

    Patrick

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