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Current value not updating when share price history changed manually

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Chris H

07 Jul, 2020 04:55 PM

The title says it all.

When I enter a new price for a stock in the history "table", the current value does not change. Am I missing something? Thanks Chris

1. 1 Posted by derekkent23 on 07 Jul, 2020 05:04 PM

   

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

   Try this.

   Edit the Current Price and then click New.
   If needed edit the Date

   An easier way to enter prices manually is the extension Security Price Entry which can be installed from EXTENSIONS – MANAGE EXTENSIONS.

   There are two methods within Moneydance for obtaining security prices and exchange rates 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 extension Quote Loader under EXTENSIONS – MANAGE EXTENSION

   For information see post 63 at
   https://infinitekind.tenderapp.com/discussions/investments/4914-the...

   Download the PDF attached to posts 63 and have a read.

   To get an overview take a look at the YouTube videos by using the links on page 1 and 2 of the PDF.

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

   Hope this helps.

   • Edit

2. 2 Posted by Chris H on 08 Jul, 2020 02:51 PM

   

   Thanks very much

   "An easier way to enter prices manually is the extension Security Price Entry which can be installed from EXTENSIONS – MANAGE EXTENSIONS." and checking "set price as current" worked for me. I would have expected that the latest dated price would be treated as current, but apparently not.

   Thanks again

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3. 3 Posted by derekkent23 on 08 Jul, 2020 04:24 PM

   

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

   Did you consider trying the methods for obtaining prices automatically which enters the prices for you?

   Have Fun, Stay Safe.

   • Edit

4. System closed this discussion on 07 Oct, 2020 04:30 PM.