Import security quotes

Pedro Sousa's Avatar

Pedro Sousa

10 Sep, 2021 02:17 PM

Hi, is there a way to import the security quotes in order to update pricing?

  1. 1 Posted by Stuart Beesley ... on 10 Sep, 2021 02:44 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Install the Quote Loader extension

  2. Support Staff 2 Posted by Maddy on 10 Sep, 2021 02:46 PM

    Maddy's Avatar

    Hi Pedro,
    Thank you for contacting Moneydance support.

    There are two methods for automatically updating security prices.

    The extension Quotes and Exchange Rate Updater which uses Alpha Vantage as the source and the free third-party Quote Loader which user Yahoo and FT.

    You can install either of them by navigating to Extensions->Manage Extensions from within Moneydance.

    You can find more information about Quote Loader in this public thread
    (Please see post 200)

    The latest build of Quote Loader is 3042.

    The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security Prices, Exchange Rates, Market Indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.

    Download the attached PDF, follow the instructions on how to use Quote Loader.

    The PDF also contains links to a Quick Start Video Guide, a Short Tutorial Video and a Full Tutorial Video, all on YouTube.

    The second PDF covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this topic on how to use Quote Loader:
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Finally, it might be useful referring you to this thread containing the last updates from Mike Bray.

    --
    Maddy, Infinite Kind Support

  3. 3 Posted by derekkent23 on 10 Sep, 2021 03:09 PM

    derekkent23's Avatar

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

    I am afraid the first link Maddy has provided is really old and now obsolete information on Quote Loader which for Moneydance 2019/2020/2021 users would be confusing.

    You should install the extension Quote Loader under EXTENSIONS – MANAGE EXTENSION

    For information on the features of this extension and how to use see post 200 at
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Download the PDF’s attached to post 200 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.

  4. Maddy closed this discussion on 17 Sep, 2021 10:36 AM.

Comments are currently closed for this discussion. You can start a new one.

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