Upload historical data for multiple secuities

marieodile.lavenant's Avatar

marieodile.lavenant

01 Jan, 2024 06:25 PM

Hello
As the automatic upload is not efficient for me (50% of my securities not existing in FT or Yahho)
I would like to update historical data from .cvs file, as it's possible for one security.
But I juts would like to do it not one by one, but for multiple security (have the security ID in the first column)
Does someone have a solution ?
Thanks
marie odile

  1. 1 Posted by -Kevin N. on 01 Jan, 2024 06:42 PM

    -Kevin N.'s Avatar

    Hi Marie Odile,

    Take a look at Mike Bray's free Security Price / History Load extensions.
    https://bitbucket.org/mikerb/moneydance-2019/wiki/Extensions

    Mike Bray has been a long-time contributor to Moneydance.

    -Kevin N. (not a member of Moneydance Support)

  2. 2 Posted by derekkent23 on 02 Jan, 2024 09:11 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi marieodile.lavenant

    Just out of interest can you post a screen shot of the Quote loader window after you have clicked GET PRICES so I can see the Securities not supported there ticker symbol and full name.
    You never can tell what can be done.

    Thanks.

  3. 3 Posted by marieodile.lave... on 05 Jan, 2024 06:51 PM

    marieodile.lavenant's Avatar

    Hello
    In fact my tickers were not correct.
    Now it's ok.
    And thaks for the extension, it will help me to uplaod the few for which not neither Yahoo or FT.
    thanks
    marie

  4. marieodile.lavenant closed this discussion on 05 Jan, 2024 06:51 PM.

  5. derekkent23 re-opened this discussion on 05 Jan, 2024 09:05 PM

  6. 4 Posted by derekkent23 on 05 Jan, 2024 09:05 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi marieodile.lavenant

    I am glad to hear you can now use Quote Loader for most of your securities.
    However I would still be interested in seeing from a screen shot of the Quote Loader window the details of the securities that are not supported.

    Thanks.

  7. 5 Posted by marieodile.lave... on 02 Feb, 2024 02:33 PM

    marieodile.lavenant's Avatar

    Hello
    It took me long time to collect the proper ticker. But I succeed.
    What is not in Yahoo are the non listed securities, like Real Estate securities that you can trade, but not on the 'open' market.
    This is why it's not on Yahoo.
    However, cotation is usually ever y month or quarter, so not to complex to updated.
    Thanks for your support
    marie

  8. marieodile.lavenant closed this discussion on 02 Feb, 2024 02:33 PM.

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