Import Private-security price history from OFX

netr@cer's Avatar


16 Feb, 2023 07:42 PM

A number of my accounts (and presumably other users) have securities that are 'private' (not public ticker symbols). 401k's and 529's are the most notorious in my portfolio. Not trying to compare, just pointing out that it would seem the data is available to be used, Quicken downloaded prices for those private securities on the OFX connection attempt even if there were no transactions to download, thus keeping one's portfolio value up to date.

Requesting to add the feature to download security prices as part of the OFX connection if the security is in the account.

Thanks and keep up the great work!!!

  1. System closed this discussion on 18 May, 2023 07:50 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

29 May, 2024 07:01 AM
29 May, 2024 06:26 AM
29 May, 2024 02:38 AM
29 May, 2024 12:43 AM
28 May, 2024 11:59 PM