Importing share prices from csv

Lee Kennedy's Avatar

Lee Kennedy

21 Jun, 2019 10:15 PM

The info about v3 says improved importing. Where can I find the 'how'? I am reluctant to see what happens if I just import straight from the csv because I am not wanting to take an age to undo a mess if it doesn't do what I want.

At the moment I use the extension "Security Price Entry" to manually incorporate share price updates (yes, I used to use the on-line download of prices but it stopped working for Australia.). Does v3 provide any improvements in this area?

  1. 1 Posted by dwg on 21 Jun, 2019 10:53 PM

    dwg's Avatar

    I'm a fellow user.

    The CSV improvements in Moneydance 2019.3 are around transactions rather than prices. You still have to have downloaded a data file.

    The last time I tested the Quotes and Exchange Rate extension and used the AlphaVantage source it download Australian Share quotes, it was very slow (due to AlphaVantage throttling) but it did work.

    The alternative Quote Loader extension works with ASX listed stocks and is quite speedy with many configuration options, it works with both Moneydance 2017 & 2019.

    2017:

    https://infinitekind.tenderapp.com/discussions/investments/3771-third-party-quote-loader-system#comment_46981702

    2019:

    https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019#comment_47315464

    I only use the Security Price Entry extension when there are prices I have no choice but to manually enter. When I can get prices in a downloadable format I use the Security Price Loader extension to import them from a CSV file, many brokers here like ComSec give you the ability to download CSV files and you can even setup portfolios on services like Yahoo if you want to have more interaction with the data than fully automated methods allow.

    The Security Price Loader is another of Mike Bray's extension and can be found at:

    https://bitbucket.org/mikerb/moneydance-2015/wiki/Extensions

  2. 2 Posted by Lee Kennedy on 25 Jun, 2019 09:28 AM

    Lee Kennedy's Avatar

    Thank you.

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