Archive - How can I import security, stock or mutual fund prices?

This is an archived document. Please refer to the more recent knowledge base articles on this page

Moneydance can automatically download price information from Yahoo! and Google Finance. Most of the ticker symbols that you can use with these sites are provided for download. If you are using the version of Moneydance from the Mac App Store, this feature is already installed, and you can find the setting for it under the Tools menu in the menu bar. For all other versions of Moneydance, you can access this information by installing the Quotes and Exchange Rates extension:

Select Extensions -> Manage Extensions from the menu bar

Find the Quotes and Exchange Rates extension and press the install button

Install the extension.

To edit the settings for this extension, go to Extensions -> Quotes and Exchange Rates from the menu bar.

Make sure the correct ticker symbols are set for your securities.

To change or set them, select Tools -> "Edit Securities..." Select the security form the list and click the Edit... button. Then Click the Edit... button to the right of the security name.

Enter the ticker symbol

Click OK

Click Done

Repeat for each of your securities.

You can go to to search for the appropriate ticker symbol. If the security is not listed on this website we cannot get price information for it. Please note that if you are using securities that are traded on foreign exchanges a suffix must be added to the symbol in accordance with the guidelines in this document:

Please note that yahoo has failed to provide price information for some Canadian Mutual Funds and there is nothing we can do about this.