tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/4907-how-update-price-quotes-for-any-dateInfinite Kind: Discussion 2020-05-01T21:50:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/480479392020-01-29T14:04:57Z2020-01-29T14:04:57ZHow Update Price Quotes for Any Date<div><p>Hi Richard,<br>
Thank you for contacting Moneydance support.</p>
<p>You can install the Quotes and Exchange Rates extension. To do this, choose Extensions --> Manage Extensions. The latest version of the extension is v.1024.</p>
<p>Moneydance previously obtained rates using Yahoo, but unfortunately they stopped supporting downloads to third party applications in the last year or so. Since then we've been trying to locate other services we can include, but few are free and reliable. We currently use Alphavantage and IEX Trading.</p>
<p>Alphavantage worked well for some time, but recently changed their services and introduced a premium membership. This has limited the number of downloads per minute for free accounts, so you may find the updates are slower.<br>
We've included IEX trading as another source for updating rates. This website includes a list of eligible symbols IEX trading uses - <a href="https://iextrading.com/trading/eligible-symbols/">https://iextrading.com/trading/eligible-symbols/</a></p>
<p>Recently, a knowledgeable Moneydance customer and developer (Mike Bray) has created a third party extension called 'Quotes Loader'. This extension doesn't adhere to the same limitations as the program and is able to connect with Yahoo. You can find more information about the extension in <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019/page/7#comment_47493595">this thread</a>(the latest free third-party Quote Loader is post 205) from the public discussion board.<br>
Download the PDF attached to post 205 and have a read.</p>
<p>To get an overview take a look at the YouTube video by using the link on page one of the PDF.</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/480479392020-01-30T02:37:45Z2020-01-30T02:37:45ZHow Update Price Quotes for Any Date<div><p>Question for Maddy: I installed the Quotes and Exchange Rates extension and every time I try to update now, nothing happens and prices are not updated for securities. A key reason for me to purchase Moneydance is that of automated update of investment acccount security prices.<br>
I don't know if or how I can use the other site you noted for an automated security price updates. If I have to simply get the prices and manually update in Moneydance, then I can do that in Quicken which I currently use. I want an alternative that I can buy one time as Quicken is forcing annual pricing and will no longer provide automated security price updates if one does not buy the annual pricing scheme.<br>
Please help me to understand -- can Moneydance provide automated security price updates and if so how and how often?<br>
Richard Byrne <a href="mailto:r.byrne@sbcglobal.net">r.byrne@sbcglobal.net</a></p>
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<code>On Wednesday, January 29, 2020, 06:05:06 AM PST, Maddy <tender+deccf7887d@tenderapp.com> wrote:</code>
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Hi Richard</p>
<p>As Maddy explained there are two free automatic methods of updating daily security prices.<br>
The first step is to determine if your securities are supported by either or both methods. If they are then determine which method works best for you. Can you post some say 4 examples of your security ticker along with the security name and i will check if they are working.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480479392020-01-31T04:17:58Z2020-01-31T04:17:59ZHow Update Price Quotes for Any Date<div><p>Here's a few funds I hold to test for pricing updates - this in response to derekkent23:<br>
1. MOAT - VanEck Vectors Morningstar Wide Moat (this is an ETF)<br>
2. FXAIX - Fidelity 500 Index Fund (this is a mutual fund)<br>
3. MACMX - Blackrock CA Muni Opportunity Institutional (mutual fund)<br>
4. LAHYX - Lord Abbett High Yield Fund Class I (mutual fund)</p>
<p>Let me know how to confirm if my funds / securities are supported by the price update systems<br>
| |</p>
<p>|</p>
<p>Richard Byrne <a href="mailto:r.byrne@sbcglobal.net">r.byrne@sbcglobal.net</a></p>
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<code>On Thursday, January 30, 2020, 06:12:41 AM PST, derekkent23 <tender+deccf7887d@tenderapp.com> wrote:</code>
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Hi Richard</p>
<p>There are two methods within Moneydance for obtaining security prices automatically.<br>
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.</p>
<p>I tested your 4 example securities and prices were returned for all of them.</p>
<p>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 and one support all your security. see screen shot.</p>
<p>See post 205 at <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quo">https://infinitekind.tenderapp.com/discussions/investments/4039-quo</a>...</p>
<p>Download the PDF attached to posts 205 and have a read.</p>
<p>To get an overview take a look at the YouTube video by using the link on page 1 of 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/480479392020-01-31T19:03:38Z2020-01-31T19:03:40ZHow Update Price Quotes for Any Date<div><p>This is too difficult. I uploaded the quote loader and when clicking on in the extensions I get an error message about "extension rhumba not present - reload". I tried to load one of those security price files that Mike Bray built, got it in and when I open I get a box with a lot of entries that I don't understand.<br>
Bottom line here: I am not a programmer. I want a simple set of software that I can use to track and update my financial accounts and that updates security prices automatically. If Moneydance cannot do the latter then it is of no use to me.<br>
Let me know if this changes. I will hold the trial version for awhile but based on these exchanges and my experience with attempts to fix, this is not the software package that will work for me<br>
Richard Byrne <a href="mailto:r.byrne@sbcglobal.net">r.byrne@sbcglobal.net</a></p>
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<code>On Friday, January 31, 2020, 12:47:13 AM PST, derekkent23 <tender+deccf7887d@tenderapp.com> wrote:</code>
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Hi Richard</p>
<p>Did you follow the install instructions to first install MB Extension Installer as outlined on page 3 of the PDF?</p>
<p>Page 3 goes onto explain how from there how install Quote Loader.</p>
<p>Once installed, in the Quote Loader section MB Extension Installer should look like the screen shot, showing that rhumba has also installed. If the current Build does not read 3016/1058/259 e.g. one of the build numbers reads NA click Update and wait for the builds to be installed. This can take some time. At this point re-start Moneydance.</p>
<p>Follow the PDF.</p>
<p>You can also view the YouTube video that will show you how to install, use the link on page 1 of the PDF.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480479392020-01-31T21:12:04Z2020-01-31T21:12:07ZHow Update Price Quotes for Any Date<div><p>Somehow the security prices updated thru 1/30/20. I am not sure which extension worked yet will test after the market closes today at 1/31.<br>
Another question: Within an investment account, how can I get a "portfolio view" at a past date. For example, I want to balance to my broker statement issued for 1/31/20 and prices are updated thru 2/5/20, how do I call up a portfolio view for 1/31/20?<br>
Richard Byrne <a href="mailto:r.byrne@sbcglobal.net">r.byrne@sbcglobal.net</a></p>
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<code>On Friday, January 31, 2020, 11:29:58 AM PST, derekkent23 <tender+deccf7887d@tenderapp.com> wrote:</code>
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Hi Richard</p>
<p>You need to look at Reports. They are listed in the side bar, list on left. The one that best suits your needs depends on what you want to see. First try the Portfolio report, Net Worth or Asset Allocation. Use the Edit button to set the parameters.</p>
<p>Hope this helps.</p></div>derekkent23