karigg's Avatar


19 Jan, 2017 05:06 PM

How do I obtain a valueation of stcok exchange investments for a previous date

  1. 1 Posted by -Kevin N. on 19 Jan, 2017 07:09 PM

    -Kevin N.'s Avatar

    Hi Kevin,

    Depending on the security, Yahoo finance supplies a downloadable CSV file that can be imported into the security's History table in Moneydance.

    Enter a ticker into Yahoo finance.
    Look to see if the security has a 'Historical Data' link.(see screenshot)

    You can import the CSV by clicking the 'History' button in the 'Securities Detail' view of the security in question.

    Once in History, click the 'Import' button. There are instructions in there for importing the CSV file.

    HTH -Kevin N.

  2. 2 Posted by -Kevin N. on 19 Jan, 2017 07:16 PM

    -Kevin N.'s Avatar

    Hi Kevin,

    I may have misunderstood your original post.

    If you're looking for a valuation that already exists in Moneydance, try either the 'Portfolio' report or the 'Account Balances' report.

    Each report has an 'As of' Date range option.

    -Kevin N.

  3. 3 Posted by karigg on 19 Jan, 2017 07:46 PM

    karigg's Avatar

    Thank you.

  4. System closed this discussion on 20 Apr, 2017 07:50 PM.

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