Price download

[Amazone]

Is price download working already? I missed that one.

[Campbell]

Yes, please see details here. I need to do a bit of work around the success/failure, but it is working. Best to enable one security at a time at the moment, configuring the security code to see which ones work and which ones don’t.

[Amazone]

Sorry it is not clear to me how this works.
In Settings Pricing I have the same as you show with the 3 possibilities marked.
Yahoo Finance shows greyed out on the right and no Api key.
No downloads


I would add an image from my pc but how do I do that????
On other forums clicking on image icon allows you to select a file from pc

[Campbell]

Yahoo Finance and Kraken don't need API keys. You'll need one if you want to use Polygon. Polygon is good if you have US stocks. You can go to https://polygon.io and create a free account. Once logged in, it should assign you an API key. Just copy that and paste it into the value in More Money settings.

For Yahoo Finance, the important thing to do is get the correct symbols on your securities. If you go to https://finance.yahoo.com/lookup, you should be able to look up the symbol for your investment. Edit the security (right click on your holding in your portfolio summary and select Edit Security, and then enter the symbol in the relevant field).

At the moment, it's a little difficult to tell which prices download successfully and which ones don't, so I would advise doing this one by one. Firstly, make sure you have pricing set to Manual Download in Settings > Pricing. Then if you open Static Data > Prices & FX Rates, then select all the codes, right-click and select Price Source > None. Then one-by-one, set each one to Price Source > Default, and try to download the rate (by clicking on the Download Prices button in Prices & FX Rates). You should see a little revolving arrow in the top-right-corner, showing it is trying to download the rate. If it succeeds, the rate should update and the icon should disappear. If there's a problem (e.g. the code is not recognised, or the download fails) then the icon will display a warning symbol.

I plan to improve this in a future release, to show all the symbols it attempted to download, and whether each one succeeded or failed.

Regarding posting an image, you can just paste directly into the forum text field.

[Amazone]

Thank you. This seems to work.
I used the symbols that my bank uses , which are the same as those Google Finance uses but Yahoo uses different symbols.
They seem to add the exchange (BR for Brussels - AS for Amsterdam....)

[rafapdl]

Does the price download work in the trial version? The web page says that it doesn't, but it says the same about the portfolios and they seem to work fine.

[Campbell]

Yes, prices download from Yahoo and Massive, and FX rates from Kraken and Open Exchange Rates.

It’s just Custom websites you can’t currently download from (i.e. where you specify your own URL) that isn’t yet supported, but I plan to work on this very soon.