Importing Stock Prices

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hpmorris

16 May, 2015 04:36 PM

I have entered a number of stocks and funds into Moneydance 2015 and being in England chose Yahoo! Finance - UK for current and historical price downloads. However, despite the fact that I can look up all the current prices on the Yahoo! Finance - UK website, when I run the Test option within Extensions - Quotes and Exchange Rate Settings it fails to find any Current Quote and only finds some History data. In essence, the history data it finds only relates to individual company stocks and it cannot find anything for funds. In addition, I have stock in 2 investment trusts and with these it reports an historical price that is exactly 1/100th of the actual price?

I hope you can advise me how to sort these issues and would be interested to know if stock price information can be imported from a text or excel file, as I can download a file in these formats from my stockbroker and so could edit if necessary and upload to Moneydance this way.

Thanks and regards Pete

  1. 1 Posted by Ben Spencer on 23 May, 2015 02:08 PM

    Ben Spencer's Avatar

    Hi Pete

    While Yahoo make fund prices visible on their website they discontinued the download of these prices a couple of years ago. I am afraid it is not currently possible to automatically update UK mutual fund prices with Moneydance.

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by Hpmorris on 24 May, 2015 05:19 PM

    Hpmorris's Avatar

    Hello Ben

    Thanks for your reply. Is there anyway I could import a file from ,say, Excel to update the mutual fund prices?

    Regards

    Pete

    Sent from my iPad

  3. 3 Posted by Ben Spencer on 24 May, 2015 05:40 PM

    Ben Spencer's Avatar

    Yes, from the menu bar and select Tools->Securities...
    Double click on the security you want to import prices for.
    On the security history window click the "Import..." button on the right hand side.
    The popup window provides instructions that describe the format that the CSV file needs to be in.

    Ben Spencer
    Infinite Kind Support

  4. 4 Posted by Gerald Achor on 24 May, 2015 09:37 PM

    Gerald Achor's Avatar

    Pete,

    You have another way to enter stock prices; if you do not have a lot of them to enter.

    You can also enter prices manually utilizing IK's Extension of Security Price Entry; if you ever want to interchange methods of price entry. (g)

    Jerry

  5. System closed this discussion on 19 Mar, 2016 04:56 AM.

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