Update Prices

Robert Alexander's Avatar

Robert Alexander

06 Sep, 2019 11:46 AM

I have two accounts set up with stocks and funds. The Quotes and Exchange Rates updater has only impacted a few stocks in my IRA and none in my Brokerage account. What am I doing wrong?

Thanks,
Bob Alexander

  1. Support Staff 1 Posted by Maddy on 06 Sep, 2019 12:48 PM

    Maddy's Avatar

    Hi Bob,

    We are sorry to hear about the problem you have encountered.

    Can you check you're running the latest version of the Quotes and Exchange Rates extension? To do this, choose Extensions --> Manage Extensions. The latest version of the extension is v.1024. You should see an 'Update' button if you're using an older version, or remove the extension and re-install.

    Can you also check which version and build of Moneydance you are running?
    To do this, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

    Moneydance previously obtained rates using Yahoo, but unfortunately they stopped supporting downloads to third party applications in the last year or so. Since then we've been trying to locate other services we can include, but few are free and reliable. We currently use Alphavantage and IEX Trading.

    Alphavantage worked well for some time, but recently changed their services and introduced a premium membership. This has limited the number of downloads per minute for free accounts, so you may find the updates are slower.
    We've included IEX trading as another source for updating rates. This website includes a list of eligible symbols IEX trading uses - https://iextrading.com/trading/eligible-symbols/

    Recently, a knowledgeable Moneydance customer and developer (Mike Bray) has created a third party extension called 'Quotes Loader'. This extension doesn't adhere to the same limitations as the program and is able to connect with Yahoo. You can find more information about the extension in this thread from the public discussion board. I'd be happy to provide further guidance if you want to try this to connect with Yahoo.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Robert Alexande... on 06 Sep, 2019 01:11 PM

    Robert Alexander's Avatar

    Thanks Maddy.

    I am running v.1024 on the Quotes and Exchange Rates and 2019.3 on
    Moneydance.

    I am going to try Quotes Loader and let you know how that works.

    Thanks for your input.

    Bob

    _______________
    Robert Alexander
    [email blocked]
    (419) 944-5323

  3. 3 Posted by derekkent23 on 06 Sep, 2019 01:39 PM

    derekkent23's Avatar

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

    Just to add, the more direct link to the latest free third-party Quote Loader is post 205
    at https://infinitekind.tenderapp.com/discussions/investments/4039-quo...

    The way Quote Loader is downloaded and installed has been updated since the linked post provided by Maddy.

    Download the PDF attached to post 205 and have a read.

    To get an overview take a look at the YouTube video by using the link on page one of the PDF.

    Let us know how you get on or if you need help just post.

    Hope this helps.

  4. Support Staff 4 Posted by Maddy on 07 Sep, 2019 09:54 AM

    Maddy's Avatar

    Hi Bob,

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers, and it appears you’ve been given the latest information and you have been directed to the updated link.
    I'm very grateful for Derek's input, and I apologise for my mistake.

    Don’t hesitate to get back in touch if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  5. 5 Posted by Robert Alexande... on 07 Sep, 2019 11:42 AM

    Robert Alexander's Avatar

    Thanks Maddy. I am still having download issues for current stock prices but it looks like I download from my brokers site using Quicken format. I adjusted starting balance in account edit and will see how this works going forward.

    Bob

    ___________________
    Robert Alexander
    (419) 944-5323
    [email blocked]

  6. 6 Posted by chadsolo1 on 30 Sep, 2019 08:19 PM

    chadsolo1's Avatar

    Hi, i am having issues with the stock downloader extension as well. I have version 1024 installed and am using Moneydance 2019.3. It doesnt download anything and the only sources available to me are Alphavantage and European Central Bank for currencies and Alphavantage and IEX trading for stocks. Please advise

  7. 7 Posted by Robert Alexande... on 30 Sep, 2019 09:07 PM

    Robert Alexander's Avatar

    I actually gave up and just adjust the closing balance into my brokerage and IRA accounts.

    Bob

    ___________________
    Robert Alexander
    (419) 944-5323
    [email blocked]

  8. 8 Posted by derekkent23 on 30 Sep, 2019 10:46 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi chadsolo1

    If you are having problems updating security prices can you provide a number of ticker symbols along with the full security names so I can test and then advise on what will work for you.

  9. System closed this discussion on 30 Dec, 2019 10:50 PM.

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