Stocks and share pricing

Ronald Wilson's Avatar

Ronald Wilson

17 Aug, 2009 11:41 AM

Dear Sirs,

As you can see from my email address, I live in the UK, and I have been trying to find a personal finance programme ever since Intuit gave up on the UK in 2004. I admit I didn't really try too hard initially because I was still getting what I wanted - downloading the share prices of my 40 - 50 shares on a daily basis. This, however, ceased on 3 December 2008 and ever since then I have had to input the prices by hand!! A fairly slow and laborious process, so I would like to know the following:-
1/ Can I download share prices - all the inference on this site says 'YES', but it does not say where from. I, fairly obviously, need this to be the prices as listed on the London Stock Exchange, together with its subsidaries - AIM, etc. 2/ If the answer to 1/ is 'YES' I can download from the LSE, does this have to be on a daily basis? i.e. If I go on holiday and am away for a week or a fortnight - sorry, that is two weeks - or more, is it possible to download all the prices following on from the last set that I have on my return? 3/ The reason I am asking is that my broker allows access to their clients to their site, so that I can see and copy/paste to Excel ( say ) copies of our accounts. Whilst they allow me to download each account I have to save these to individual files and can not download directly into Quicken 2004. I have some 10-12 years of data which I have downloaded, and a futher 10 years of hand inputted data - for the years before I could download, luckily for only 15 - 20 shares - that I do not want to lose and do not want to have to input by hand into a new programme.

Any information/help/information that you could let me have would be very gratefully received.

I apologise for taking up so much of your time but prior to purchasing your programme I wish to make sure it will do exactly what I want it to do.

Yours sincerely,

Ronald Wilson

  1. 1 Posted by Ben Spencer on 17 Aug, 2009 02:33 PM

    Ben Spencer's Avatar

    Hi Ronald

    1: Yes you can automatically download stock prices from the LSE. You can download price information for almost nay symbol listed on finance.yahoo.com. Automatic downloading of stock prices is handled by two free Moneydance extensions. "Yahoo! Exchange Retriever" and "Stock/Forex quote Auto Synchroniser".

    2: The first does the job of retrieving the data from the yahoo servers and the second allows the user to specify the desired frequency with which the first is invoked, this can be daily if that is what you want. You can add these extensions by selecting Add from the extensions menu. The symbol syntax for the yahoo services requires that you put an extension on the end of the symbol to indicate which exchange you want data from. For LSE append a ".L" to the symbol such that RBS would be "RBS.L" without the quotes. You enter the ticker symbol when you create the security. When you download data using this extension they system gets the current price and all the historic price information that yahoo makes available. You do not need to download the data every day.

    If you broker allows you to download data in OFX, QIF or OFC formatted file you can import them into Moneydance.

    You should be able to export your current quicken data into an QIF file and them import that data into Moneydance. here are instructions on that process:

    http://help.infinitekind.com/faqs/frequently-asked-questions-2/how-...

    I hope this is helpful.

    Sincerely

    Ben Spencer

  2. 2 Posted by Ronald Wilson on 17 Aug, 2009 03:36 PM

    Ronald Wilson's Avatar

    Dear Mr Spencer,

    Many thanks for your very helpful and speedy reply. Perhaps I am being a bit thick but you say that using the 'two free Moneydance extensions', I can download the share prices. Do these integrate into the main Moneydance program or do I have to run them seperately? i.e. whilst I am updating my bank accounts can I update the share prices? I am presuming that the value of each holding and overal holdings will be calculated at the same time - am I correct?
    My wife and I have 2 accounts each - 4 in total - and I would like to know if not only I can see each account individually, but also can they be aggregated so that a single screen can show/list all of our shares together as in Quicken's 'Investing Centre? How much is the charge for this service?

    Sorry to have gone on a bit, but I was, initially, pleased just to find out about your programme, and now I need to know even more, as it would appear that your programme can do what I want.

    Many thanks for your patience,

    Yours sincerely,

    Ronald Wilson

  3. 3 Posted by Ben Spencer on 17 Aug, 2009 04:08 PM

    Ben Spencer's Avatar

    Dear Mr Wilson

    Indeed the extensions integrate into the Moneydance program. My preference is to configure the extension to update the share prices every time I start the program. Once configured this will then happen automatically. After the prices have been updated the value of your investment portfolio will be automatically recalculated to represent the current market value.

    You can maintain multiple investment accounts in Moneydance. The main home page provides a summary of all accounts you are tracking. part of the home page is for the investment accounts. It lists the value of each account and breaks them down into the value of each holding and the cash balance on the account. It also shows a total for the value of all your investment accounts. There is not additional charge for this. It is part of the software.

    If you are interested you can download a free trial version of the software from here:

    http://moneydance.com/other

    Sincerely

    Ben Spencer

  4. 4 Posted by Ronald Wilson on 17 Aug, 2009 04:41 PM

    Ronald Wilson's Avatar

    Dear Ben Spencer,

    Many thanks, once again, for your time and patience in answering my questions.

    I can only repeat my grateful thanks to you, and wish you all the best for the future.

    Yours sincerely,

    Ron Wilson

  5. 5 Posted by Ben Spencer on 17 Aug, 2009 04:44 PM

    Ben Spencer's Avatar

    Dear Mr Wilson

    You are most welcome. If you require any further assistance we are here to help.

    Sincerely

    Ben Spencer

  6. 6 Posted by tim747 on 17 Aug, 2009 10:17 PM

    tim747's Avatar

    Hi Ronald,

    I have come to Moneydance via the same route as you, Quicken 98 until the stocks stopped updating. The stock/quote synchroniser works well with LSE stocks. the only issues that I have are with stocks priced in Euros where the historic prices are stored correctly in GBP but the current price is displayed divided by an extra 100. A minor irritation but a lot better than manually updating quicken.

  7. 7 Posted by Ronald Wilson on 18 Aug, 2009 11:28 AM

    Ronald Wilson's Avatar

    Dear Ben,

    Pardon the familiarity, but I hope I can address you as such with all the work you have done on my behalf. It is really annoying when I had thought that I had got all my questions asked to suddenly relise there are a couple still to ask!!

    The first concerns Microsoft - I am at present running Vista but will switch to Widows 7. Everything I have read states that the best way of installing Widows 7 is to re-format the hard drive and do a clean installation. This will mean ALL the programmes being run on your computer will need re-installing. I am presuming that having downloaded your programme, and saved it, I will be able to use the same download to re-install after I have got Windows 7 up and running. Or will there be a downloaded version for Windows 7, and how much will this be?

    The second point concerns how I use the programme. I have a desktop and a laptop on which I run Quicken, as I take the laptop away with me when I go on holday. Is it permitted to run the programme on two computers, but only use one copy at any one time.

    Again my thanks in advance, for your help and advice,

    Yours sincerely,

    Ron Wilson

  8. 8 Posted by Ronald Wilson on 18 Aug, 2009 01:28 PM

    Ronald Wilson's Avatar

    Hi Tim747,

    Many thanks for taking time and trouble to write in. What upset me about Intuit's attitude was that I had bought several versions of Quicken - from a DOS-based version to Quicken 2004 R2, most of which I still have - and all the warning I got was a letter basically saying 'go play in the traffic -with very little warning. OK, moan over!!

    I don't have any euro priced stock, and it looks like something I shall be giving a miss. I do, however, have two Norwegian ETFs which my broker recommended and which are priced in GBP on their website, but I may, now, try to find these on a Norwegian stock exchange!!

    I have seen that you appear to be having a problem with importing price histories from Quicken, and I have a fairly substantial number to import, some of which go back more than 20 years!! When you get a reply on this subject I would be very grateful if you could let me know so I could read it as well.

    In the meantime, best of luck with transition to Moneydance,

    Yours sincerely,

    Ron Wilson

  9. 9 Posted by Ben Spencer on 18 Aug, 2009 01:48 PM

    Ben Spencer's Avatar

    Dear Ron

    I am quite happy to be addressed as Ben.

    You can reinstall Moneydance on windows 7 with the same download you have already made. If you are actively using Moneydance and wish to move your transaction data over to the new installation, be sure to make a backup of the Moneydance data file. The name and location of this file is determined by the user when they first ran the program. If you have trouble finding it search your computer for files ending in ".md" without the quotes. No additional download is necessary and no additional cost will be incured.

    Here is out licence agreement:

    "We have a somewhat simple formula that we like for our users to follow in determining how many licenses they need. Take the number of people using Moneydance and the number of computers no matter the operating system on which it is being used. Choose the lower of the two numbers and that's how many licenses to purchase. I.E. you can either a) use it on as many computers as you like, or b) have as many people as you like use it on one computer. For the purposes of our license, couples count as a single person."

    Using Moneydance on both your laptop and you desktop is perfectly reasonable and within the terms of the license agreement. You only need one licence key to use the software in this way. You will have to share access to the Moneydance data file between your two computers. Either using a windows shared directory or putting the file on a server. I like to use the 3rd party free service called dropbox for sharing access to files on multiple computer. Especially if those computers are not on the same network. You can read about and download the necessary software for this service here: https://www.getdropbox.com/

    Sincerely

    Ben Spencer

  10. 10 Posted by Ron Wilson on 24 Aug, 2009 02:16 PM

    Ron Wilson's Avatar

    Dear Ben,

    Soory to be a nuisance, but I have a problem that I hope you will be able to solve for me.

    Following on from our previous - and, I must say, very impressive - exchanges I downloaded the trial version. However the point, as I think you probably worked out previously, that I really need to test is the share updating. In your first reply you stated that the updating could be accomplished by the use of two additional programme extensions - "Yahoo! Exchange Retriever" and "Stock/Forex quote Auto Synchroniser". As I do not know where to obtain these programmes - they do not appear to be on the trial version download page - is it possible for you to tell me where I can get these? Or are they only available once the main - paid for - programme has been downloaded?

    As I said above, sorry to be a nuisance, but before I expend a considerable amount of time and effort converting my Quicken data to Moneydance data, I need to be convinced that it will - as we say over this side of the pond - 'do what it says on the tin'!!

    Yours sincerely,

    Ron Wilson

  11. 11 Posted by Ben Spencer on 24 Aug, 2009 02:41 PM

    Ben Spencer's Avatar

    Dear Ron

    Moneydance has a built in method of downloading and installing extensions. This functionality can be accessed through the extensions menu. Here is a link to an article that describes the process of installing these extensions.

    http://help.infinitekind.com/faqs/frequently-asked-questions-2/how-...

    These can be installed on the trial version.

    Let me know if you need any assistance.

    Sincerely

    Ben Spencer

  12. 12 Posted by Ron Wilson on 01 Sep, 2009 07:45 PM

    Ron Wilson's Avatar

    Dear Ben,

    You have been more than helpful to me, but I need to impinge on your good nature once more. It's partly a 'fault' with Quicken, but which may cause a problem with MoneyDance and for which I need your help.

    I downloaded the trial version a week or so ago, but then realised that I would have to do some tidying up work in Quicken if I was - in effect - going to lose the programme. Having, at last, managed to do this I was going to save the account to a .QIF file. But I then found out that each of my sub-accounts - for instance our main current or cheque account and deposit account, at the RBS incidentally, our tax-free and ordinary stock-broker accounts and savings accounts with other institutions - have to be saved as individual and seperate files. I know MoneyDance can import .QIF files, but can you tell me if it allows for the import of multiple files into the same account? And if it does so, is there is a limit to the number of these files? It's just that I have counted up the number of files I have and the total number is 70!! However there are some that are virtually defunct and what I will do is to clear their monies into other accounts and not transfer them. I suspect that this will get rid of some 20 or so files, but this still leaves anything up to 50 files to import into MoneyDance!! Obviously I will only import only a few files to make certain that I can get what I want from the programme but I want/need to make certain that I can import all of my files, if necessary!

    Any advice and/or help you may be able to give me will be very gratefully received.

    Yours sincerely,

    Ron Wilson

  13. 13 Posted by Ben Spencer on 13 Sep, 2009 04:49 PM

    Ben Spencer's Avatar

    Dear Ron

    I am sorry I have not responded sooner. I have been on vacation the last week and I had left this case assigned to myself thinking it was resolved. My apologies.

    I believe that with versions of Quicken later than quicken 2005 you can export all of you quicken data into a single QIF file. However if you are using a version that only allows export of one account per qif file this is not a problem for Moneydance. Moneydance does not have a limit on the number of qif files that can be imported. And you can import multiple qif files into a single Moneydance account. If necessary you can import all of your files.

    Sincerely

    Ben Spencer

  14. Angie Rauscher closed this discussion on 24 Jul, 2011 06:52 PM.

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