Quote Loader

shamsu's Avatar

shamsu

19 Jun, 2020 02:48 PM

I am using the latest version of MD and Quote loader. I want to know that one the stock prices are updated via the quote loader the stock prices in the investment account does not get updated once the quote loader is closed . IS this the way the quote loader works or is there any setup to be done. My friend who is using ACE software tells me that the prices of stocks held are automatically updated . Pls advice
Regards
Shamsu

  1. 1 Posted by derekkent23 on 19 Jun, 2020 04:43 PM

    derekkent23's Avatar

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

    There are two methods to update security prices using Quote Loader.
    1. Manual update.
    2. Automatic update.
    For Automatic update to function your computer must be on, Moneydance open and the Quote Loader window closed at each pre-set Date/Time that you have set Quote Loader to run.

    Both methods save prices to your securities history window and thus update the value of your holding in your Investment accounts.

    With the latest build 3025 of Quote Loader you can also select to retrieve historical prices.

    For information on how to set up Quote Loader see post 38 at
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Download the PDF attached to posts 38 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.

  2. 2 Posted by Shamsu Hamid on 20 Jun, 2020 06:46 AM

    Shamsu Hamid's Avatar

    hI derekkent23
    Tks for your help. Able to set up and works fine
    Much appreciated
    Regards
    Shamsu

  3. 3 Posted by derekkent23 on 20 Jun, 2020 06:54 AM

    derekkent23's Avatar

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

    Glad I was able to help.

    Have Fun, Stay Safe.

  4. Ethan closed this discussion on 20 Jun, 2020 06:59 PM.

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