downloading prices from Ameritrade Account

Peter Stern's Avatar

Peter Stern

16 Oct, 2015 02:16 AM

How do I set up Moneydance investments to download the daily prices of my portfolio?

  1. 1 Posted by Tom Freeman on 01 Nov, 2015 12:25 AM

    Tom Freeman's Avatar

    Sorry for the late reply.

    You should download the quotes and exchange extension. Extensions > manage extensions, select quotes and exchange rate.

    If you didn't add the ticker symbols when you created the investment account, or if they did not download from Ameritrade, you can add them in the extension window.

    My suggestion is that if you do not use multiple currencies, to toggle off the update currency. This will speed up the security price download.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:02 AM.

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