initializing

Mike Loeb's Avatar

Mike Loeb

11 Sep, 2020 06:28 PM

I am moving to MD from Quicken. Need help initializing my investment accounts (wasn't tracking them in Q). I know how to add securities. How do I put them into various accounts? Also, how to have prices updated daily. Not interested in capital gains so I don't need to put in complete history - just a snapshot of today's holdings. I've installed the extension for Quote Updating. Details please - what screen, tc.
Thanks for any help
Mike

  1. 1 Posted by derekkent23 on 11 Sep, 2020 06:49 PM

    derekkent23's Avatar

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

    This link takes you to all support articles covering investments
    https://infinitekind.tenderapp.com/kb/investment-accounts

    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.

  2. System closed this discussion on 11 Dec, 2020 06:50 PM.

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