Any extra cost to download fund prices?

Roger Barton's Avatar

Roger Barton

27 May, 2022 11:26 AM

Are there any additional cost to automatically download UK fund prices?
Also within a portfolio of multiple investments is the weight of each investment as a percentage of the total displayed?

  1. 1 Posted by Stuart Beesley ... on 27 May, 2022 11:41 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Do you mean... Is there an Extension that you can install which is free which will download stock prices (UK) for free, and add those prices into Tools>Securities>Price History? If so, then yes. It's called Quote Loader...

    I'll let someone else answer the second question

  2. Support Staff 2 Posted by Maddy on 27 May, 2022 11:42 AM

    Maddy's Avatar

    Hi Roger,
    Thank you for contacting Moneydance support.

    The Portfolio View provides an overview of a single investment account.

    All securities in the selected investment account that have nonzero values are listed along with their current price, number of shares and the current value.
    The total value of the securities as well as the cash balance of the investment account are also displayed.
    If the investment account contains multiple types of securities (stocks, bonds, CDs, etc) then a graph is created showing the distribution of value across the different types of securities, as outlined here.

    There are two methods for automatically updating security prices.

    The extension Quotes and Exchange Rate Updater which uses AlphaVantage and Yahoo as the source and Quote Loader that uses Yahoo and FT.

    You can download and install one or the other extension by navigating to Extensions->Manage Extensions

    It might be useful to see post 205 in this thread

    Also, you could download the PDF attached to that post and take a look at the YouTube video to get an overview using the link on page 1 of the PDF.


    Finally, if you haven't already, we would encourage you to download our free trial version and experiment with the program. You can download the trial version of Moneydance from our website on this page.

    The trial version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software.
    If you decide to purchase the program at a later date you can keep all data you have entered during the trial period.

    You can find the Moneydance knowledge base here which will be useful if you're using the program for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  3. 3 Posted by derekkent23 on 27 May, 2022 10:02 PM

    derekkent23's Avatar

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

    Try the extension Quote Loader under EXTENSIONS – MANAGE EXTENSION

    One of the sources for data is FT so Quote Loader should support most if not all UK fund prices for free.

    For information on the features of this extension and how to use see post 239 at
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Download the PDF’s attached to post 239 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.

    The Quick Start Video is intended to give a quick overview so the user can see if Quite loader looks like it could work for them. The Short Video expands the user’s knowledge giving more detail. The Full Video goes even further but may be to wordy for some.
    The PDF reinforces what’s leaned in the videos, provides step by step instructions, a must read and provide answers on how to handle less obvious issues some users may come across.

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

    Hope this helps.

  4. System closed this discussion on 26 Aug, 2022 10:10 PM.

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