Import price history from CSV file.
Yahoo finance has removed the option to download CSV file, and using other websites' CSV data did not work. Is there a proven website or extension I can use to update my security history?
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1 Posted by -Kevin N. on 11 Nov, 2024 05:47 PM
Hi daxtonaltarus,
Try the Quote Loader extension.
As a backup/workaround, you may want to create an account and a portfolio at Yahoo.
Having a portfolio allows for exporting the portfolio data to CSV.
-Kevin N. (not a member of Moneydance support)
2 Posted by aforkosh on 11 Nov, 2024 10:02 PM
I've been using nasdaq.com. You need to make a few changes in the file for the import to work:
1) The 'Close/Last' header needs to be changed to 'Close'
2) 'N/A' values will not load (common for volume for mutual funds). You need to either eliminate that column or change all instances of 'N/A' to '0'.
On my Mac, I open the file downloaded from NASDAQ to a text editor (BBEdit) and make the changes there.
3 Posted by derekkent23 on 12 Nov, 2024 08:45 AM
I am not support staff, just a user.
Hi daxtonaltarus
As Kevin indicated try the extension Quote Loader under EXTENSIONS – MANAGE EXTENSION
For information on the features of Quote Loader and how to use see post 112 https://infinitekind.tenderapp.com/discussions/investments/7595-quo...
Download the PDF’s attached to post 112 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 too 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. If any securities return an error then post your base currency, the Ticker, full Security Name and last price you have and its traded currency or just post a screen shot of the Quote Loader windows after you click GET PRICES.
Hope this helps.