Security Prices

Moneydance offers the ability to enter historical stock prices directly from the within Investment accounts. You can do so in the following ways -

Manual entry -

Open the Securities Detail view from within the Investment account, and click History.
Click the "New" button to add a new price entry, and repeat to enter as many entries as you like.
If you have many entries you may need to scroll down to see the "New" line.

security_price_window.png

Importing prices from your security transaction history -

Open the Securities Detail view and click History.
Click the Import button. Select “Import from Transactions” and click “Import”.
The information from your security transactions will be integrated into your security’s history.
You’ll need to repeat this process for each security you’d like to import information for.

Importing a file -

You can import Comma or Tab delimited files
Open the Securities Detail view and click History.
Click the Import button.
Select “Import from File” and click “Import”, then select the file containing the security price history.

import_price_history.png


Quotes and Exchange Rates extension -

Moneydance can automatically download price information from Alphavantage. The Quotes and Exchange rate extension pulls data from https://Alphavantage.co - this is a free service that provides an API for people and apps to retrieve exchange rates and security prices.

First, install the Quotes and Exchange Rates extension by selecting Extensions --> Manage Extensions. Once installed, the extension will be available within the Extensions menu.

QandEextension_settings.png

When using the extension for the first time, ensure Alphavantage is selected as the source.
Select 'Set API Key' then 'Get Alphavantage API key' - you'll be taken to the Alphavantage site to claim a free API key. You can then enter the key into Moneydance to begin downloading your prices and rates.

AlphavantageAPIkey.png

You can customise the Quotes and Exchange Rates settings as follows:

Currency Exchange Rates
Moneydance will update all currency exchange rates using information from Alphavantage, based on your chosen Update Frequency, or when you click “Update Now” in the Extension window.

Security Prices
Choose Alphavantage, or Google Finance (for historical security price updates). Moneydance will apply updates based on your chosen Update Frequency, or when you click “Update Now”.

Update Frequency
Choose the interval at which the extension will update rates and prices.

Next Update
Shows the date of the next scheduled update. Edit this field to schedule an update on a different date.

Only Show Securities that I Own
Tells the Extension to only list securities that you have associated with an account. View all the securities you have created in Moneydance by clicking Tools → Securities.

Clicking the “Advanced” button will allow you to test whether quotes and price histories are available for the securities you select.
To run a test, click “Test” in the Advanced window. If Moneydance is able to download the information, check marks will appear in the “Test Results” field, along with a current quote.
If the information is not available -the ticker symbol is incorrect, or the data is not accessible from the source you've selected - “X” marks will be shown.

Current exchange rates, security histories, and current quotes will automatically be integrated into your Investment accounts. To see this information, view your investment account and select “Securities Detail”, then choose the security you'd like to view.

You can also view the price and volume history of each of your securities by selecting “History” from the "Securities Detail” view in an Investment account.