How do I update the stock prices to show current price

Helen's Avatar

Helen

25 Jun, 2020 12:06 AM

I went through the Knowledge Base, and did the manual entry - I only want to track prices at the end of each month, not the daily fluctuations. It recorded the price, but did not update the balance -- how do I make this happen?

  1. 1 Posted by dantdavis on 25 Jun, 2020 12:13 AM

    dantdavis's Avatar

    User only here...

    You might want to get the extension "Quote Loader", im pretty sure it is also configurable to update once a month...

  2. 2 Posted by dwg on 25 Jun, 2020 01:22 AM

    dwg's Avatar

    I'm a fellow user.

    As for why your manual entry did not update the value there is a distinction between the price entered and what is considered the current price - this allows for loading of historic prices for example. So if you manually enter a new price and you want it to be the current price you then have to also set it as the current price, it is a two step process.

    If you want to manually enter data I would suggest you install the Extension "Security Price Entry" this makes it a lot easier (It is under the menu item Manage Extensions), the standard way of entering price is a bit cumbersome and is not as convenient if you are trying to enter prices for more than one security.

    As dantdavis has suggested Quote Loader will allow for the automatic download of monthly data and will set the downloaded price as being the current price.

  3. 3 Posted by derekkent23 on 25 Jun, 2020 06:31 AM

    derekkent23's Avatar

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

    As suggested the way forward could be Quote Loader, give it a try.

    For information see post 38 at
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Download the PDF attached to posts 38 and have a read.

    To get an overview take a look at the YouTube videos by using the links on page 1 and 2 of the PDF.

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

    Hope this helps.

  4. 4 Posted by DrgnMastr on 01 Jul, 2020 03:47 PM

    DrgnMastr's Avatar

    I second the use of Quote Loader. the one included in MD (Quotes and Exchange Rates Updater) started failing on 5 of my securities, about 10 days ago. It had no problem retrieving them for years now. The MD one took forever to do the updates, I would have to leave MD running for over an hour.

    So I bit the bullet this morning, did the Quote Loader install, and read the manual carefully. You do need to read all eight pages once or twice, but it is easy to set up, test, and make work.

    My kudos to Mike Bray for an excellent addition

  5. 5 Posted by derekkent23 on 01 Jul, 2020 08:22 PM

    derekkent23's Avatar

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

    Glad we was able to help.

    Have Fun, Stay Safe.

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