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monty closed this discussion on 11 Jul, 2025 09:19 PM.
monty re-opened this discussion on 11 Jul, 2025 09:19 PM
1 Posted by dwg on 11 Jul, 2025 09:32 PM
I assume you mean from a CSV file.
Menu option Tools => Securities.
Double Click on the security in question
Click on the Import button.
Or download, install and use the Security History Loader extension (securityhistoryload.mxt) from:
https://infinitekind.com/app/md/extensions/
2 Posted by monty on 11 Jul, 2025 11:29 PM
Thanks. I just couldn't remember where that option was. I really appreciate it. The extension you referenced didn't work because it wouldn't do anything unless I specified a Ticker Field. I even tried the REMOVE option but I keep getting "Ticker, Date, and Price must be selected." Date and Price are already selected, ticker cannot be as it is not in the downloaded file.
3 Posted by dwg on 12 Jul, 2025 01:28 AM
Which method to use can be influenced by what data you have.
The history loader has the provision to load many stocks from the one file so a ticker is required.
The ticker is also required because you are using an extension at the Moneydance level, there is no stock selected, so it has to be in the CSV file you load.
4 Posted by monty on 12 Jul, 2025 03:08 AM
I understand but ifa there is only one security downloaded, there is no ticker anywhere in the file.
On Jul 11, 2025, at 19:28, dwg <[email blocked]> wrote:
5 Posted by dwg on 12 Jul, 2025 04:04 AM
In that case the inbuilt importer is the tool to use.
There are three tools that can load prices from CSV files, two tools that can be used to enter prices manually, and the two extensions for automatic quotes retrieval.
You use what makes sense for you and the situation.
System closed this discussion on 11 Oct, 2025 04:10 AM.