how do I track time value of investmenets

Zeeshan's Avatar

Zeeshan

02 Dec, 2019 03:45 AM

How do i program into the system expected returns from my investments?
what are securities and how do i use them? do i have to keep manually putting in the value of the securities or is there a way to program the system to automatically retrieve the information from the internet and/or stock market tickers?
what is difference b/w a loan and a liability?
how do i program a loan that I have given to someone else (which is effectively my asset).

  1. 1 Posted by derekkent23 on 02 Dec, 2019 08:33 AM

    derekkent23's Avatar

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

    It sounds like you have not found the knowledge base sections which will answer most of your question. See https://infinitekind.tenderapp.com/kb

    Investments see https://infinitekind.tenderapp.com/kb/investment-accounts

    Loan accounts see https://infinitekind.tenderapp.com/kb/loan-accounts

    After reading the appropriate article if you still have problems just post.

    Regarding securities, a security is a stock/share, fund etc quoted on one of the worlds stock markets and by the inclusion of ticker symbols when you set up the security its share price can be downloaded using an extension.

    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. 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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