Auto Update Values

Robert Smith's Avatar

Robert Smith

30 Nov, 2020 04:54 PM

Hello. I've used MS Money for many years, and it used to update values of investments automatically, although this was stopped when Microsoft ceased supporting the program. I purchased Moneydance a few years ago knowing that it could do the same. However, I just could not figure out in simple terms how this was achieved, and stopped using it. I'm again thinking of using Moneydance, and I'm asking if, in simple terms, how this is done. For example, I hold 45,000 units in the 7IM Select Balanced Fund and its ISIN is GB00BJ0C8B58 and its Sedol is BJ0C8B5. Can you help please? Thanks, Robert

  1. 1 Posted by Stuart Beesley ... on 30 Nov, 2020 05:01 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    It's easy! Each security has a Security master record. You edit this and set the Ticker symbol to the ISIN (GB00BJ0C8B58) number.

    Install the Quote Loader extension

    I set the source to FT and automatic updates at 9am daily....

    There is a whole readme for QuoteLoader

  2. 2 Posted by derekkent23 on 30 Nov, 2020 05:59 PM

    derekkent23's Avatar

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

    Support articles for setting up Investment accounts can be found at https://infinitekind.tenderapp.com/kb/investment-accounts

    Once you have set up your investments you can obtain prices using the extension Quote Loader which can be found under EXTENSIONS – MANAGE EXTENSION

    In the screen shot you can see the price returned for your example Security.

    For information see post 63 at
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Download the PDF attached to posts 63 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.

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

    Hope this helps.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac