Managing Portfolio

Philip's Avatar

Philip

26 Dec, 2019 09:12 PM

Hi, I'm having a lot of trouble trying to figure out how to manage my stocks, etc. in MoneyDance. I thought I was entering the daily price differences, but the investment account consistently shows the initial price of the stock. What do I have to do to show the current value of a stock in my portfolio?

  1. 1 Posted by -Kevin N. on 26 Dec, 2019 10:07 PM

    -Kevin N.'s Avatar

    Hi Philip,

    Take a look at the following Moneydance KB article:
    https://infinitekind.tenderapp.com/kb/investment-accounts/security-...

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

  2. 2 Posted by -Kevin N. on 26 Dec, 2019 10:08 PM

    -Kevin N.'s Avatar

    Hi Philip,

    Also, take a look at this post regarding a free, third-party quotes updater.
    https://infinitekind.tenderapp.com/discussions/investments/4039-quo...

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

  3. 3 Posted by Philip Alexande... on 26 Dec, 2019 11:29 PM

    Philip Alexander's Avatar

    Thank you for the link. any idea how to transfer shares from one account
    to another? I don't see it in the register actions.
    Philip

  4. 4 Posted by dwg on 26 Dec, 2019 11:34 PM

    dwg's Avatar

    I'm a fellow user.

    This is a feature missing in Moneydance.

    To do it at this time it is necessary to perform a sell of the shares in the existing Moneydance account, transfer the money to the new account, then do a buy in the new account.

  5. System closed this discussion on 26 Mar, 2020 11:40 PM.

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