Stock prices section on Summary Page

davidvernonlong's Avatar


27 Apr, 2020 12:36 PM

Have option to display only stocks which are currently held and show increase/decrease % since previous update.

  1. 1 Posted by -Kevin N. on 27 Apr, 2020 02:33 PM

    -Kevin N.'s Avatar

    Hi davidvernonlong,

    Have you looked at the 'Stock Glance' extension?

    -Kevin N. (not a member of MD support)

  2. 2 Posted by davidvernonlong on 28 Apr, 2020 09:27 AM

    davidvernonlong's Avatar

    In principle it should be the the respomd to my requirement except that:
    -some of the prices and values are in the wrong currency. I checked that I had the security and the account in the correct currency.
    -It does not appear correctly, as the lines are squahed up until I click on them.
    -it would good to be able to have an option to show only those stocks in my current portfolio.

  3. 3 Posted by -Kevin N. on 28 Apr, 2020 02:17 PM

    -Kevin N.'s Avatar

    Hi davidvernonlong,

    I only deal with one currency so I can't speak to the currency issue.

    I've experienced the squashed line issue and found that clicking away from the Summary page and clicking back to it allows the table to redraw properly.

    To remove a holding from the table you need to untick the 'Show on summary page' option for that security.
    (Menu bar > Tools > Securities > Double-click the security > Edit button > untick 'Show on summary page')

    -Kevin N. (not a member of MD support)

  4. 4 Posted by davidvernonlong on 28 Apr, 2020 02:24 PM

    davidvernonlong's Avatar

    OK, thanks. Guess there must be a bug then as far as currencies are concerned, as the security prices are correctly shown everywhere else in MoneyDance.


  5. System closed this discussion on 28 Jul, 2020 02:30 PM.

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