Updating Security Prices

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[[My_Money_2.0_Manual | '''My Money 2.0 Manual''']]
 
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[[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | [[Setting up Securities|Setting up Securities<<Previous]] | [[Analyze your Portfolio|Next>>Analyze your Portfolio]]
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Manually update prices using the Update Price menu commands, or from within the Data Register.
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[[Image:Updateprices.png]]
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Single Price - Single Investment Dialog
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Single Price - Multiple Investments Dialog
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Multiple Prices - Single Investment Dialog
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Multiple Prices - Multiple Investments Dialog
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Your recorded pricing data can be viewed in the Data Register with the "Prices" data type.
 
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The only required filed is the '''Day Close'''
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[[My_Money_2.0_Manual | '''My Money 2.0 Manual''']]
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[[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | [[Setting up Securities|Setting up Securities<<Previous]] | [[Analyze your Portfolio|Next>>Analyze your Portfolio]]

Current revision

My Money 2.0 Manual | Setting up Securities<<Previous | Next>>Analyze your Portfolio



Updating Stock Prices

There are two methods to update the prices in MyMoney: retrieving prices from the Internet, or manual. All methods accomplish the same result, updating your prices, but some methods may be easier or quicker than others. Once downloaded the prices will be displayed on the Quote Board for a quick reference.


Internet Retrieve

Retrieving prices from the internet is the easiest and quickest method to update your prices.

Choose Update Prices-> Download Quotes

Image:Downloadpricess.png


MyMoney supports a certain list of quote servers that it can retrieve prices from. Over time the list of supported quote servers may change. MyMoney offers the ability to automatically download information about of new quote servers whenever they become available.


MyMoney downloads quotes for securities that have been properly setup for Internet downloads (or resolved). Resolved securities carry a small radiating symbol next to their names in various dialogs


Image:Resolvedsecurity.png




Manual Updates

For private firms or stocks for which data cannot be automatically downloaded, select Update prices manually from the Update Prices menu in the left pane. MyMoney will display a list of your stocks and ask you to enter the price and the date on which the investment hit that price.


Image:Updateprices.png


The only required filed is the Day Close



My Money 2.0 Manual | Setting up Securities<<Previous | Next>>Analyze your Portfolio

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