Exporting security prices

markles's Avatar

markles

07 Oct, 2024 07:20 PM

I know users can import security prices, but can I export them?

  1. 1 Posted by dtd on 07 Oct, 2024 08:04 PM

    dtd's Avatar

    There is a report called Security Price History, which can be configured (use Edit), and then you can save it and do html, tab delimited, comma delimited (csv), comma delimited (csv encoded for excel)...

    hope that helps.

  2. 2 Posted by markles on 07 Oct, 2024 08:08 PM

    markles's Avatar

    That does help, thank you. And what's the best file format if I want to import it later into a different file using the "Import From File" feature of the Currency/Security History window?

  3. 3 Posted by dwg on 08 Oct, 2024 01:00 AM

    dwg's Avatar

    As the import windows says:

    Imports from a delimited file uses the Yahoo! Historical quotes spreadsheet file format as its default, but it is flexible.
        • Columns can be comma, tab or | delimited.
        • If a header line exists, the importer looks for the following column names to determine the column order: “Date”, “High”,”Low”,”Close” and “Volume”
        • If no header line exists the importer assumes the columns are in the order: Date, High, Low, Close, Volume, Adj Close
        • Date and Close columns are required.
        • If columns are comma delimited use of ‘.’ as the decimal point is required.

    An example of a file is given below.

    Close,Date,High,Low,Volume
    39.9600,07/02/2021,40.0000,37.7450,78945572
    37.2700,07/01/2021,37.3300,35.7600,52485781
    36.9600,06/30/2021,37.4100,35.8700,63261393
    36.3300,06/29/2021,36.4900,34.3500,64556081
    34.7800,06/28/2021,35.2450,33.3500,62111303

    Note that the date format used is MM/DD/YYYY.

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