Shares

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Roger

25 Oct, 2019 10:49 AM

What is the best way of entering shares details. Some investments show as total value while others show changes in value

  1. 1 Posted by derekkent23 on 25 Oct, 2019 02:11 PM

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

    Setting up security investments is a 4 step process.
    1. Create an investment account under ACCOUNT – NEW
    2. Create each of the securities to be held in the investment account under TOOLS – SECURITIES - “+”
    3. Add the securities to the investment account. Highlight the investment account in the side bar, list on left. Click the SECURITY DETAIL tab and click ADD SECURITY.
    4. Click the REGISTER tab and click NEW TRANSACTION to purchase a security.

    For more detail see this set of articles https://infinitekind.tenderapp.com/kb/investment-accounts

    Hope this helps.

  2. 2 Posted by Roger Pagan on 29 Oct, 2019 11:14 AM

    Roger Pagan's Avatar

    Thanks Derek

    I’ll try and figure it out. Most probably is the way I am entering the details.

    Roger

  3. 3 Posted by derekkent23 on 29 Oct, 2019 03:04 PM

    derekkent23's Avatar

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

    Any problems just post with the steps you have tried.

  4. 4 Posted by Roger Pagan on 15 Nov, 2019 11:59 AM

    Roger Pagan's Avatar

    Derek

    Sorry, just realised I had never replied to thank you so - thank you.

    Roger Pagan

  5. 5 Posted by derekkent23 on 15 Nov, 2019 12:29 PM

    derekkent23's Avatar

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

    Glad to help.

    Just in case you haven’t come across them yet there are two methods within Moneydance for obtaining security prices automatically.

    The extension “Quote and Exchange Rate Updater found under EXTENSIONS – MANAGE EXTENSIONS. Check you are running the latest build v1024. For exchange rates use the source European Central Bank. Alpha Vantage covers the US as well as some securities outside the US, but is very, very slow. It’s my understanding that the source IEX Trading no longer works.

    If the Quote and exchange rate updater does not work well for you try the free third-party Quote Loader, the one I use. Both of the sources in the Quote Loader have good coverage of worldwide securities.

    See post 205 at https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019/page/7#comment_47493595

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

    To get an overview take a look at the YouTube video by using the link on page 1 of the PDF.

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

    Hope this helps.

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