Update current holding price using Plaid.

robert.l.spaulding's Avatar


30 May, 2022 06:55 PM

Looks like the plaid API allows for setting the current price of holdings, possibly end of day only. Would it make sense to implement this? Many holdings don't have ticker symbols and can't be updated automatically, but that data could be pulled from the brokerage using plaid. It would be much easier then the current method of navigating to the brokerage and manually inputing all these prices.

  1. Support Staff 1 Posted by Sean Reilly on 02 Jun, 2022 12:56 PM

    Sean Reilly's Avatar

    Hi Robert,

    Yes, I'm glad you noticed this! If a closing price is provided by the Plaid interface and there is not already a price for the security on that date, then Moneydance will add that price to the security's history upon downloading.

    Please let me know if you don't see this happening in the latest releases. Also, if you know of a place in the Plaid API that provides prices for any security (not just holdings) please let us know!

    Sean Reilly
    Developer, The Infinite Kind

  2. 2 Posted by robert.l.spauld... on 02 Jun, 2022 02:29 PM

    robert.l.spaulding's Avatar

    Thanks, I'll keep my eye open. This does not appear to be happening with my 401k Holding from Fidelity Investments. I'm running 2022.4 (4087). Is there anyway for us to see the data provided by the plaid interface? It is however coming in from another product, and being updated daily. Seems it's always something.:)

  3. 3 Posted by robert.l.spauld... on 09 Jun, 2022 11:07 AM

    robert.l.spaulding's Avatar

    How do we contact plaid customer support? The security price for one of my holdings is not being updated with the current price.

  4. robert.l.spaulding closed this discussion on 09 Jun, 2022 04:29 PM.

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