Python stock market quotes msn money

There is a small piece of unfinished business in my series for replacing Microsoft Money. After giving my requirements and looking at Quicken , GnuCash , and Moneydance , I came upon two OFX scripts for downloading transactions directly from the financial institutions, outside of Microsoft Money.

Those scripts will take care of the transactions. They will also update the prices for the securities held in the investment accounts that provide transaction download. However, if you have holdings in accounts that do not provide transaction download, the prices for those holdings are still not updated.

With the help of a book from the library, Learning Python , and a lot of Googling, I came up with a new script that gets the quotes from Yahoo! I tested it with Microsoft Money The online service in Money already expired. I created a new Investment account in Money called Dummy Investment.

I ran the script, which imported a dummy statement with the current prices into the Dummy Investment account. Because the number of shares is set to zero thanks to suggestion from John Brinnand , the import will not add any shares to the Dummy Investment account. It only updates the prices for your other accounts.

The script is very easy to use. You put the ticker symbols in two lists, one for stocks and one for mutual funds. Depending on how you set them up in Money, ETFs can be either stocks or mutual funds. You still need either ActivePython or Python. Then you just create a shortcut with. Because it simulates importing a statement from a broker, Microsoft Money will only update the prices once per day.

If you run the script more than once when the market is open, only the first price update will get into Money; you will not get the closing price. With the Python scripts that download transactions and price quotes , I intend to use Money past its official expiration date. Since this was first published, other software developers created PocketSense and hleOfxQuotes , which greatly improved upon the rudimentary script here.

Please consider using those. I use PocketSense now. Track your net worth, asset allocation, and portfolio performance with free financial tools from Personal Capital. Wai Yip Tung says. September 4, at In case anyone uses Excel to analyze their stock portfolio I also have a piece of script that updates the quote in Excel.

Anyone are welcome to use it or adapt it for their need. September 14, at 8: I appreciate very much the work you put into making Money work for us poor souls left in the dink by Microsoft. I followed your instructions for downloading stock quotes and am getting the QUOTES. However my Money Plus refuses to process it: Please download the file again.

If this problem continues, contact your financial institution. Any suggestions on how to get to the details of the Money error statement or how to proceed? September 14, at 9: DK — Do you get the same error if you use the script as-is with the sample stocks and funds?

Or do you only get this error with your own lists of stocks and funds? September 14, at The error did not occur with your original script QUOTES. The error occurs with my list of stocks and funds: ADP, IBM, PG and VTSAX. I tried to import QUOTES. In both cases Money refused to import the file.

Thank you for your response. If you download the revised script, it should work now. September 14, at 6: Thank you so very much for the correction to the original QUOTES. It works like a charm now! September 15, at 7: I had a couple of questions. I downloaded your script to play around with it, and used it as-is. The resulting OFX imports without problems.

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I then tried tweaking the price of AMZN manually to see if a re-import would update the prices. The import result indicated the correct price, but when I then went to view Portfolio Mgr the first price was still displayed.

I am mainly interested in keeping quotes alive — except for one bank account, I manually enter all other financial transactions — so I am interested in confirming that this works.

I had an old copy of MSM around so I installed it on another computer and repeated the above experiment. I also tried running the script, then disconnecting my network cable before running the import. Another odd piece of behavior with this second attempt was that although Money correctly indicated that I had services that had expired days ago, it still updates the equity quotes!

Any idea why that would occur? I thought online quotes expired with the rest. Somewhat perplexed, but looking forward to solving the problem. September 15, at 9: Steve — MS Money is still updating quotes. I also saw that with my test copy. When they stop, we will have something ready. I suspect the online update from Money is overwriting the imported prices. If you have a software firewall like ZoneAlarm, block Money from accessing the Internet and then test the imports.

If not, I propose this test:. Look at the price history. If there are two prices, it proves the imports are updating the prices correctly. Instead of waiting a day between two downloads, wait an hour. I expect the price history to show the price in quote2. September 18, at 9: I created a dummy account with the stocks and funds from the default script. With Money closed I generated 4 OFXs files, one about every 10 minutes. I then disconnected the network cable and opened Money.

I initialize the account using default script. Amazon has a price of The first time I open the OFX file it asks which account I wish to import into. If I go to Portfolio Mgr I still see the same price as before. Also I should say that I performed these tests with MSM Plus Deluxe — I should probably repeat with MSM , as that is what you are using?

September 18, at Steve — Thank you for helping me test and refine the script. Your tests showed that only the first price update on a day went in. What about price updates on different days? Another issue is the as-of date seems to be off by one day. Let me look into that. September 19, at Steve — I fixed the as-of date. Please get the new script.

September 19, at 9: Thanks for the update. I will try out the update and let you know. I am talking about the ActiveX version available when using IE; the functionality is significantly reduced when using other browsers.

Any thoughts on alternatives? September 21, at 7: I heard you get some of the Morningstar premium features for free if you register at T. September 23, at The script seems to generate something strange when the mutual fund is a money market mutual fund.

I added the Hewitt Money Market Fund HEWXX to the list of mutual funds, and the OFX file generate caused Money to bark a problem with the data received. CSV download URL format has two options to return the price: Both of these return the 7-day yield and not the share price.

HEWXX, TPCXX, FDRXX, SPAXX, FSLXX, etc. Thanks for the excellent work. September 23, at 6: John — Thank you for your note. You know the price is going to be 1. Keep updating the price with 1.

October 8, at 7: I was searching for a Money replacement, specifically just for the online update ability and also the debt reduction planner too, I guess and like you say, why use another product if you can get the online update to work!

October 18, at 3: A real life saver, note to Bill Gates … thanks for nothing! October 31, at 9: Thanks for setting up this script. A command screen came up briefly, but no prompts.

I could not find that it had written any. Is there something else I need to do? October 31, at 2: October 31, at 4: WHB — Open a command prompt. Navigate to that directory. Execute the command manually and see what happens. Did you remove the. October 31, at 5: Yep, forgot to remove the. So I had quotes. BTW, Yahoo picks up Berkshire B as BRKB, Money used to be BRK.

That was another issue. November 4, at 5: Unfortunately, it fails to update the value of my accounts that use CAD currency bank, credit cards.. Any ideas on how to automate this? November 4, at 9: November 9, at 6: Have more than 30 years of investment data in a Quicken DB.

This one would push me into a new machine and OS…do you have any idea of how to get the quotes updated in Quicken like your solution for Money. Intuit closed off this opportunity. As I showed with the screenshot in the previous post , if you try to import an OFX file, Quicken phones home and refuses to cooperate. November 10, at Thanks for all of this information. I was wondering if there is a way to modify the quotes. I like to have updates for the last day of the monthand am sometimes out of town.

Older versious of money could not get historical prices but the one I have been using has the capability to do so. November 16, at 5: It may not work for foreign stocks while downloads are still enabled, e. Money and MSN Money uses AU: BHP and Yahoo Finance uses BHP. AX as ticker symbols for the same stock.

Do you know if Money Deluxe can update prices from a QIF file? Quicken can do this if the file is similar to! Also the very useful MSN Investment Toolbox on moneycentral. Do you know of a replacement? December 2, at 5: December 5, at I was able to view the imported statement but the quotes could not be updated into the other accounts.

Once I get into the portfolio view, the prices are not updated. Is there any changes that I can do in the script to update the price in Money ? December 6, at Directing you to their download webpage. This product is only used wth MS Money.

Just download the quotes. If anyone knows how to update those, please let me know. Other than that, once the quotes. That step was just plain cool. Money does not consider this as updating quotes. December 31, at 1: I got it all working except BRK.

I see the note that it is called something different by yahoo and tried both BRKB and BRK-B, but to no avail. Do I have to change it on the Money side? January 2, at 7: January 3, at 8: January 3, at January 3, at 7: When I ran this the first time, I associated the quotes file with a real account by mistake, and now I need to associate it with the Dummy Account. Do you know how I can change the association?

Do the import again and associate it with the dummy account this time. How does Money know what quotes have been downloaded? Does the ticker symbol need to match only, or both the name and the symbol, or??

Jeff — The ticker symbols need to match. You put in the script a list of ticker symbols you have in your real accounts. When the prices for the securities in the dummy account are updated, so are those for your real accounts. January 6, at Thank you very much for this script. This will save me so much time and allow me to continue using MS Monday Plus.

January 6, at 8: Otherwise it just ignores the updates. January 7, at Got here by googling the problem—no more live quotes in my Money Plus portfolios.

Looks like you have come up with a fix, but it also looks like you have to be something of a programmer to use it. Any chance you could write a program for us poor souls who would like to get downloading capability back? It would be worth more to me than the price of a new Quicken I hate it!

There really have to be a few thousand folks like me—enough of a market perhaps to make it worth your while. January 9, at 9: Lee — The transaction download script requires more work but this price quote download script is very easy.

You just follow these simple steps:. Double click on it. January 10, at 8: I poked around quite a bit, but was unable to find it. Thanks again for your help. January 10, at 9: Could they not have at least modified the code so we could keep going to our own banks. One would think they were going out of business as a brand. January 10, at David — It probably depends on your specific version of Money. January 12, at Thank you for sharing the script.

January 13, at 8: I had my own version of Yahoo-price-getter functions retrieves the last quote including real-time presuming the market is open. In combination these scripts a get the latest prices, b create the OFX file for stock price updates, and c imports the OFX file into Money Plus All of this is driven by a worksheet in the workbook that lists the securities of interest.

The workbook runs all of this on activation. So to use it one a manages the list of ticker symbols in a worksheet which is rpretty trivial and b opens the workbook whenever the prices are to be updated this can be added to scheduled tasks to make it totally automatic. There are some anomalies… for one the prices though specificed with a DTASOF of toay are recorded in Money Plus with tomorrows date that is if the DATEASOF is jan 15 the price history records these as being for Jan 16 Any clues as to why this would be would be apprciated.

I am actively working to remedy this and hope to have success at some point. I also have some work in progress to download statements from firms credit card, banking, investment firms and have these working for a small set of companies Discover, American Express, and Fidelity Investments.

THese also are driven by tables in a worksheet so a non-programmer can use these out-of-the-box. January 29, at 7: January 31, at 9: February 5, at 8: All are Royal Bank, for example RBF Cdn dividend , RBF Global energy , etc.

TO, and searching on the name but no results. February 10, at TFB — I run Perl on my PC; is there an equivalent script that will run on it instead of the one mentioned in this blog that runs on Python? February 11, at 1: Stubby — No, not in Perl. You can try this Python-to-Perl translation tool: February 12, at 1: I notice that the Funds do not get updated. Is there a reason for this? Little Willy should stop screwing around in Africa and come back and run the business.

February 14, at 8: Follow-up to post Google reports Cdn funds but their OFX download seems to be for statement data vs. Can someone help me figure out how to have Yahoo show CDN funds or how to get price updates into Money from Google? February 14, at I just added the answer with instructions and links to your question on my blog http: February 16, at 7: It looks like Yahoo stopped tracking most of the Royal Bank funds — strange: February 20, at 1: Vanguard fund prices are not updating in MS Money The OFX file does contain the updated prices.

February 20, at 3: The first time you import the OFX file, you have to match the investments with Yahoo! If you blow by that step, then they are considered to be independent investments with a quantity of zero. February 20, at 4: In that case, try deleting the Dummy Account and reimport the OFX it will prompt you to create another Dummy account.

Also a few more details… do you still do the online updates? February 20, at 6: I have used Bank of America, Vanguard, and FIA Card Services manual download OFX files. I have used Money online update. I have tried a new file using your script first and allowing Money to create a new account. Then downloading a single Vanguard account with six investments to track.

This new file is using Yahoo symbols and descriptions. If it is the script, it is not forcing Money to use the updated price. If it is Money, then it will only accept MSN updates or manual updates. Just downloaded several current transactions from Vanguard. February 22, at By the way, check out the Java quotes app in my Blog click on my name and see if that works any differently. Dan, The funds are all open. This is turning into a pretty good puzzle.

The first pass updated perfectly. I will test again today and through out the week.

Money , same script, no go. My installation of Money is from original disk with no known updates from MS servers.

Running on Windows XP sp3. Only clues are brokerage account OFX files do not update current prices even tho they are included in the OFX files. Online update does work.

February 22, at 4: Everyone needs to realize that the OFX Python Quote scripts are taking real quote data and wrapping that data with created OFX parameters so that Money recognises it as an OFX file to import. It could just be one of those parameters throwing the older Money off? It does work on Money Plus, so this is really just a puzzle for me. Money was my favorite version and it is independent of MS activation. What will happen to Money Plus? MS in control not me. With I own the software.

Bobby, over at PocketSense, has written some scripts I going to try. I think he likes the same puzzle I do. Plus his IQ is 10x higher than mine. Hopefully, as more Money users are deactivated scripts will be written building on yours. Quicken desktop will be EOL within a couple of years. This is going to be a fascinating area for scripts. I just appreciate what he has started and am trying to help him her out. I started my Blog http: March 6, at 5: Nice scripts, I will have to rewrite into either VBScript, PowerShell, or JScript in order to get the functionality working on my system.

Thanks for the insight. March 7, at 7: I do not see the connection between the Python scripts and MSN Money. How does Python get Money to read the.

OFX file and update the portfolio prices? March 8, at 9: The scripts grab the quotes from Yahoo! Once any OFX file is submitted to Money, it is automatically imported, and any other accounts that have those same investments are therefore updated as well. March 8, at Dan, Thank you for your response. Where is the OFX file placed — in what directory? How does Money know which OFX file to read? When I ran the Python script, my MSN Money updated all the stocks in the portfolio.

I did not have a Dummy account. I was under the impression that since the quantities are set to zero 0 , and that if you linked to a real account, the price would be correct but you would mess up your quantity. The files end up in a temp folder — as soon as your PC sees the OFX file, the Money import handler program takes care of it. March 8, at 3: Sorry if I came across kind of strong. When you install Money, the OFX file extension is registered with the Money Import Handler program which keeps track of the OFX files submitted, imports them into Money, and then deletes them from the temp folder afterwards.

March 28, at 7: I am a 12 year heavy user of MS Money — currently use Money I agree with all the sentiments re Money being very powerful and seems superior to Quicken and the few emerging newbies.

However I have an additional problem that I am unclear about a solution. Everything works fine and all stock prices are automatically updated. It is unclear how the Python scripts handle a mixture of Australian,Canadian and US stock prices.

In MS Money the stocks ticker symbols are, for example BHP for Australian stock CD: PLS canada TSE and US: IBM for NYSE stocks. These same stocks in Yahoo are designated as BHP. Can the Python script handle the accessing the prices from Yahoo with one set of Stock symbols and then assigning the prices to the correct stocks in Money? Alternatively do you have to somehow force Money at accept new stock symbols that are identical to the Yahoo ones?

This problem does not arise if all the stocks are US Based — as neither Money or Yahoo have exchange identifiers attached to the stocks. The problem does arise if the US based account has foreign stocks ,including Canada. March 29, at 7: The symbols are all relative to MSN, so when gathering the quotes from Yahoo! When matching the investments up after the first download using quotes. You can download quotes for foreign stocks using the OFX scripts, but I think the quotes will always be in US dollars.

April 8, at 2: First, I want to thank you much for your quote download script for Money. It works great and I hope will continue to do well. However, I would like to suggest an addition to the script that stops it to report a symbol that no longer exists de-listing, etc.

This recently happened to me when ALD merged. The script will close before I could see any error message to find out why. I then realized the delisting and removed symbol.. April 10, at 2: I missed the step about creating a dummy account and selected a real account. Now I need to undo that and have the import use a dummy account. Can someone please help? April 19, at I am running MSM STD OEM version on Win2K machine.

I have a copy of MSM Std standing by…however the MSM Std version sucks in terms of functionality. I am also trying to find a way to import quotes via the QIF still researching just recently lost the ability to update stock prices from online. April 20, at 8: I currently have a Merrill Lynch account and each dividend received from a stock is automatically entered into the account by Money as well as the stock price.

April 20, at 9: Henry — There are two scripts. The script in this post only downloads prices. The other script downloads account activities, including dividends.

You will have to find out the settings for Merrill Lynch. Please read the other post. April 23, at 6: April 23, at 7: Henry — What settings did you use? April 24, at 9: I am now getting a Money window that pops up with a Heading of Import Summary and a content of Import Complete after I run ofx-ba-tfb-auto. Merrill Lynch is accepting the request for updates without complaining but is not sending the new prices. The prices only update once a day.

Run it again in a few days and see if the prices change. If for some reason Merrill Lynch does not include prices in its download, you will need the quote script but you will have to manually edit the list of stocks and funds in that script.

April 24, at I have attempted to obtain the log files which describe the traffic between Money and Merrill Lynch but have not been successful:.

July 18, at 7: MS Money Plus Deluxe ver 17 alerts you to dividend payouts for your holdings without downloading the information from your broker. Would you consider adding this feature to your quote script? But then I found that my broker, Merrill Lynch, had an OFX download for MSN Money users.

From now on they will supply only QIF files for Quicken.

So I thought I would switch to Quicken. However, when I read the user reviews on Quicken they were extremely hostile to the software and to the Intuit company. In fact I have never read such bad reviews. One reader, 47, asked how to disable the import — file connection. This is not so easy.

Here is one Microsoft recommended procedure: For those who wish to study OFX, there is a PDF spec that can be downloaded: Individual dividends are not entered. July 21, at 3: I am getting this error: Retrieving quote for XOM Retrieving quote for CTDB.

OB Traceback most recent call last: It says the symbol changed to CTDBQ. Press OK to acknowledge. Thanks for doing my homework for me and for the help! August 5, at 4: Is it possible to amend the script to pick the prices from a different website. I am in the UK and have a portfolio up at Moneyextra which offers a facility to download prices etc as a csv file.

Can this be modded to create an ofx file? Alternatively there is the MS Money excel addin which pulls prices into excel from MSN Moneycentral, could that be modded to create a ofx file? August 7, at 6: Newbie here…REALLY appreciate all the experts on here helping. I am using MS Money Plus and am not having success with the script. What am I doing wrong? What am I missing?? August 9, at 3: August 9, at 5: Open the downloaded OFX file in a text editor and see if there are prices in it.

Maybe things changed now. August 9, at 6: August 9, at 7: August 14, at 7: TBF, just ran into this discussion and thanks, you seem to have the answers I am looking for. I took your samle and added all my stock symbols to it. Is the name of this script quotes. Mine is not working, Also the file that it creates, where do I find it so I can check for mistakes?

I hope you have some patience with me, I am not at all familiar with scripts etc. August 14, at September 10, at Hi TFB, After looking for a replacement for Money I was dispointed in what I found. I have been a MS Money user since it was first released so decided that since the only online feature I used was Quote downloads for my portfolio I would develope a routine to get the quotes into money using my Excel experience.

Doing my research on how to convert. QFX i ran across your site, the internet is great, and decided to try your scripts.

I am useing Money Deluxe Plus. After some investigation I uncovered the issues, which turned out to be my problem with Money setup issues. After playing arround with this and doing some reserch on MS web site I ran across this artical on how to change an investment type.

I converted 6 investment types using these instructions some had over 30 transactions, buy, sell, dividends, LTCG, STCG, Reinvest div. If you name your new Investment to fall just under your old investment in the investment drop down list, it becomes very easy and quick to make the changes.

In your transfer account the only change will me the name of the transfer source. My portfolio has 36 entries in 4 accounts with some duplicates. Every thing updates with the script with no entries in my Dummy Investment account.

September 19, at 6: TFB — After reading all of the comments, I am still not clear as to how to perform this process. I found that the 2.

Which version should I use? Also, where do I download quotes. Thanks for your help. September 21, at 6: Bigguy — The most recent version of Active Python or Python will do, as long as it includes SSL. The quote script is here. I renamed it to quotes. September 24, at 7: Traceback most recent call last: Within the last 2 or 3 weeks, Yahoo stopped providing quote data for the Dow Jones symbol. Not sure if and when Yahoo will resolve this issue. October 8, at 8: Thanks so much for creating such an elegant solution to a very frustrating problem.

The installation and use of Python was much easier than I was fearing. Kudos to the folks that made this possible! October 10, at For those needing a newer version of Money, you can get a copy of Money Plus Deluxe free downloaded from Microsoft. October 14, at October 16, at October 17, at 7: Unfortunately, I do not know if this will work after January 1, Does anyone know if Money will shut off the ability to go online at all?

November 13, at 9: I was just wondering, for those of us in the UK, would it be possible to take Fund quotes from the Yahoo. December 3, at December 29, at Thanks for this script…worked perfectly in MS Money Plus, sunset version. Exactly what I needed, and written in my favorite language to boot.

Maybe I can try to automate some of my data importing using Python and OFX files if I get bored. December 30, at TFB, thank you so much for making this available. I have been looking at AceMoney and other alternatives since I found out about the shutdown, but none of them were as nice as Money. I installed Python 2. I added your quotes.

I created a Dummy Investments account with no stocks. I substituted my stocks in the script. The prices in Money were updated as desired. I found the quotes. I have been using Money V14 , which is still updating as of Dec , but I guess that will end next month.

I installed the Money Plus sunset version and the python script on a different computer running Win7 for testing. The sunset version updated my money file, but I noticed no real difference in the new sunset version V I was not aware that Python was such a powerful high level language, with GUI interface capability.

I have been wanting to learn a programming language with that capability for tasks such as this. I will have to look into Python. Yes, Robert, creator of PocketSense , and Dan are much better with Python than I am. They took the scripts published here to the next level. I now use PocketSense myself.

All Quicken did was create hundreds of duplicate transactions and even fails to recognize the Money tickers and convert these to Quicken tickers. A total waste of money and time. I can then import the two scripts into two different Watch lists by using two different fictitious brokerage numbers. What would be nice would be some advice as to whether it is possible to automate the US Yahoo to CAD based Money ticker conversion within the Python script so that the resultant ofx file can be opened automatically by Money without the manual Word intervention.

You may find it best to amend your Canadian stock tickers in Money and also in the sites. January 7, at 3: This website is great! I have been dreading switching to another money management program since I have used MS Money since I use Money almost every day. I also have no idea why MS stopped providing online account updates or will stop providing online quotes, but I have been trying out some alternatives.

I am very interested in checking out the work-around on updating quotes for my portfolio. I have never heard of Python, but will try to create the script to update quotes this weekend. January 10, at 4: January 11, at 3: Not a programmer, but I did get it working for MS Money I found this useful because if I entered a bogus ticker symbol, the program would hault there.

January 23, at I am now trying to get my Canadian mutual funds in the script now. I have the right symbols, as verified on Yahoo.

It seems there is a problem with the date stamp on the quote from the traceback file that quickly pops up. January 24, at 9: I see that F0CAN05MZD.

Then use a test version of hleOfxQuotes. February 1, at 1: I am 77 years old, running Windows 7 and have used MS Money now on 7 since it first came out. All of my checks are written thru it and I have a major portfolio which — obviously — stopped updating quotes yesterday. Should I do so now? OR — Can you tell me how to get my updates so I can continue using MSN, with which I have a comfort level?

Any and all advice will be welcomed and most appreciated. February 3, at 5: Currently have been using MSN MOney Plus Deluxe. I care about nothing other than Portfolio Manager. I would gladly pay for the proper software, script and instructions to make this work. I manage about 25 portfolios for family, etc. Would you be interested in providing info for a price? February 3, at 7: Ameridan — Thank you so much for pointing out the link to the Java solution. For those of us that have been unsuccessful with Python I tried and tried , the Java solution is really a godsend.

Once you pointed out the Java option, I had it working and updating in minutes. Many, many thanks to you and Hung Le!! February 3, at Thank you for responding. And is there a tip for importing a list rather than typing in a long list of symbols? I apologize in advance for probably contacting you again. February 4, at After some research and updating my MMF price manually I came up with the following solution which works great.

And Modify as follows: If you have more than one MM Fund you can add multiple lines. Then Find the following section line These mods will add the MM fund quote to the. February 4, at 1: Before I run this the first time, a question or two for anyone who may help:. Some stocks, funds, and ETFs are unique to a particular account while many equities are common to several or all accounts. If I list each symbol only once, will this update that particular holding across multiple accounts?

Any help is appreciated. February 4, at 2: Can some one please help. I have no idea how to download the Java app mentioned in When I click the link, the Blog page comes up. February 4, at 3: The first comment I received on my new Blog site is from HLE and he offers a Java app hleOfxQuotes he wrote to obtain quotes from Yahoo! February 4, at 8: Yes, just list all the symbols you need to update prices for…they will update in all your accounts and in multiple accts if you have the same asset in more than one acct.

I have multiple active and rollover IRAs, taxable accts, etc. Is there a method to get MS Money to compute and show the daily change value and total change in the Portfolio Manager View for the investments whose prices were imported via the scripts?

February 5, at 9: February 5, at 1: Thanks to Jim and Gerry for your help downloading. My portfolios include over investments. Do I have to manually list all of them? Are they separated by commas? Pressing the Enter Key does NOT bring me to the next line. Also, how do I list Preferred Stocks? E-Trade shows as an example PSA. A; MSMoney shows PSA-A. Tried both and neither took. Please confirm that when I get all my Stock Symbols entered and import them into MSMoney, I am supposed to import to the dummy account, but the prices WILL update in my various portfolios where they are actually held — right?

Cannot thank you enough. February 5, at 2: I did nothing but open the program. The update quotes command would not work. It must have updated itself while the program was closed. The Java application will save them for future updates. OK — Got it. Thanks for the super help. Any advice on how to enter the preferreds? If I put in the Cusip Number, will it track? February 5, at 3: All mine are stocks and mutual funds.

February 6, at February 8, at So since I feel forced to adopt a new finance program, can anyone tell me which is closest to Money? I too am not ready to quit. If you have 5 or 6 options, I would appreciate knowing about them. Too early to tell for sure. Like Grace, I would appreciate any information anyone is willing to volunteer.

Feel free to respond directly to jim at jimclayton dot us. I use Merrill Lynch and they give me an OFX download anytime I ask for it. The download updates all prices, percentages, etc as of the night before.

There has been no interruption of any kind during the January 31 period. It only takes 4 clicks to download all the prices from Merrill into MSN Money Plus. I am a programmer starting with Assembly Language on an IBM in Greenland defending the good old USA.

The last thing I need is to have to learn yet another programming language, be it Python, Moccasin, Rattler, Boa or whatever. I suggest you find a broker who supplies an OFX file for downloading your data into MSN Money Plus. Quicken is the pits. February 8, at 3: My accounts are all at E-Trade and — voila — I just contacted my wonderful account rep, Jeff Rosenthal, who got their IT guy on the line who walked me through two clicks count them two to download all the data direct from E-Trade to my MSMoney Account.

All totals and extensions and net worth info also got in. Unfortunately, he said that since Microsoft was no longer supporting the program, they would probably delete the link as well, but did not know how long it would take. Maybe a year he said. They also have a link to upload all the data direct into an Excell spreadsheet. BTW — E-Trade also had a link to Quicken, which is in my computer, but never activated.

I might just use it for the Portfolio and keep doing everything else in MSM. And you guys are super. Thanks for the help. You may very well find that the Quicken link will download into Money as well if it produces a QFX file. Read more about that here: February 9, at I downloaded my data from Merrill Lynch using the MSN Money Plus OFX file and saved all the information.

I imported this file into MSN Money Plus and the Merrill Lynch account was updated exactly as before. There was no difference. This information you have passed to us gives us much more security since none of the brokers will every stop producing a Quicken file.

February 12, at The following has been copied from post 2 as it now applies to me. All of a sudden, the work-around for updating quotes does not work. It last worked on Friday, Feb 11, , but not today Saturday. I even tried using a backup version of the quotes. Wow, that was a fast reply.

February 13, at 5: Do you think this is a temporary problem at yahoo, or something that will last? February 13, at Please keep us updated on a suggested fix! You guys are life-savers! I have NOT tried this myself. Please have a good backup so that you can get back to known state if something went wrong.

Hung Le is completely correct.. Not all the names have been left out but if any are blank, MONEY does not like it.. There is definitely an issue back at YAHOO and most likely it will be corrected when staff gets back to work on Monday… WE HOPE!!! Downloaded this build — http: Works fine for the most recent Yahoo missing sec name problem. February 13, at 1: I uploaded a new version of quotes. This replaces the empty security name with its ticker. I tested the change with Money Plus Sunset Edition and it worked.

It will still work after Yahoo fixes its problems. Look at other if statements in the script for examples. February 14, at 5: The fix in post 55 works great!! Thanks for keeping this going. I have this page bookmarked and look here first if I ever have any problems. February 14, at 6: The fix in post 65 works ok. I am running the Money Plus Sunset addition and all stocks update as usually. All the NYSE stocks in the.

Wow — glad I found this page…. Well, after reading some of the comments that indicated can still get quotes online, I tried — and wow, I can! I do have to start Money with a date about 5 years ago so the option to do online updates is there, but I can change the system date back to the real date as soon as Money is loaded up. I wonder if I need to do something like this to get the.

Or is it some other issue…. February 14, at 9: It is likely a different issue. It is my observation that for MM and earlier, the zero share scheme having zero share position in the import OFX statement will not work.

You will need force actual transaction: February 15, at 8: Does anyone know if you can use the set-the-clock-back trick for the Sunset Edition? February 23, at 3: As we all know we can no longer get stock price updates in Money…I appear to have stumbled on a simple way to still download quotes directly into Money. I am running Money Deluxe…. Go to Portfolio Manager….

Go to Update Prices…. Please let me know if it works for you. February 23, at 4: As of today, this is incorrect. I am running Money Deluxe in the US. February 24, at February 28, at 2: There is a much simpler way to update all your investment prices in Money. Forget the OFX files and dummy accounts…. In money simply click on update prices…. This method worked for me in Money Deluxe. I have not been able to work that approach. My original version was which I kept paying to re-subscribe until the end.

February 28, at 9: My Microsoft Money Deluxe is not updating with the 30 minute auto mode. I have been using the OFX files with success. The one challenge that I have is that when importing the prices into Microsoft Money it adds a day. So today, Feb 28 got imported as Mar 1. I can change the date on my calender and do to see the prices but it is a pain. Any ideas what I am doing wrong or what I need to reset to import todays prices at todays date? February 28, at Still trying to make this thing work.

I have Money Plus Deluxe 07 edition CD. Upon installation completion, it messsages that updates are required to work. It works with the Sunset edition out of the box. March 1, at 3: March 2, at 4: I am running MS Money Standard in the UK and have installed it on Win 98, XP, and 7 systems as I upgraded computers.

The portfolio share prices failed to update on Feb 11 and for a few subsequent days, but now 15 minute auto updates are working correctly again. I wonder if MS have rethought their plug-pull policy, or am I just hoping? Surely it would cost MS very little to continue support for share prices or perhaps users could pay for the service continuation? March 2, at 9: The Java script thing worked briefly last month and then crashed.

I believe that MSFT decided to continue support, at least for now, and just not tell anyone. Sure appreciated all the feedback from this site. It kept me going when I needed the help. March 2, at 5: I am using Money Premium and my auto updates are not working. I am jealous of all of you that it is working. March 16, at 5: Quotes have not worked for the past three days. Keep getting the following message: March 16, at It will tell you which ticker runs into a problem.

March 17, at 6: For some reason, the script I was using that produced errors 3 days running worked today without making any modifications. Anyway, I downloaded the latest script and will start using it from now on. March 19, at 7: Started having problems a few days ago. The ticker it fails on is not always the same.

Dow Jones Industrial Average quote and summary -- MSN Money

I have about 60 tickers and it seems like it times out after processing about a quarter of them, failing on different tickers each time. March 29, at 3: If you are going to be unable to update your Quotes for a few days here is a way to keep from missing them. To update stock prices on days that you may be gone make these changes to the quotes. I would keep a copy of the original quotes.

OFX File names will look like this quotesYYYYMMDD. Each day will be a different file name with the date in the name. To make this work you will need to setup a scheduled task to run, each day of the week, as follows. This launches the scheduled task Wizard. Select the days of the week Monday thru Friday.

The user needs to have the privilage to awake the computer from standby. To update your Money portfolio do the following. April 6, at 4: Do you know how I can download open prices from Stock Quotes Provided by MSN Money into excel ? Open prices are not one of the standard downloads. May 25, at 7: I have downloaded Ultrasoft money link, now I am able to move data from my MS Money to MS Excel But how do I get MS excel to provide me the information in the familiar MS Money way.

I figure this is really the Only way to beat Microsoft corp since they kinda abandoned MS Money. June 16, at 3: Up until Friday the 10th , both mutual fund and stock prices were updating. It looks as if the Money site itself historical quotes NAV is dated as of Friday the 10th and they only update once a week — I wonder if when Friday rolls around if online will update?????????? Anyone else notice problem with mutual funds using online quotes? June 21, at 3: My MS Money updated the mutual fund prices, but doesnt give the percent change.

Is the one week change correct for the mutual funds. June 21, at 5: Knew this was going to happen someday, after I learnt several months ago that MS will discontinue Internet services. Like most other folks here, I checked out AceMoney etc. But for some reason, online quote updates kept working for me I am an MS Money Deluxe user , until today.

Today for the first time, mutual fund quotes have quit updating. I will definately try the scripts for updating quotes, using the method mentioned here, but I have a question. How will adding new transactions work?

June 23, at 2: June 25, at 4: I too have the mutual fund problem that seems to break all the Change values. Does this problem also affect the Total Return fields? Also can anyone here fix this problem? June 26, at 8: I just tested this in Money Plus Deluxe Sunset Edition. So do the market values and cumulative gains or losses. June 27, at 3: June 27, at 6: Note I have one stock and two mutual funds in the test account. I removed the Change column because it always says unch.

July 2, at 3: July 18, at 8: For last couple days, the quote update will import huge price on some stock. Is anyone run into this kind of issue? I am running MS money sunset with Win bit. July 19, at 8: All of a sudden, my MS Money update of mutual funds has stopped working. July 19, at Responce to Leo I am having the same problem. Every thing worked fine on Friday, but my Monday update did not occure.

Which fund is it? July 19, at 2: When I tried your suggestion, a. I assume this is correct, so far. Several of them did not download the proper information to the csv file. However, if I tried the failed one a second time, it would work. This might explain what I saw a few weeks back. It failed when I tried quotes. But, when I tried it again it worked OK. July 19, at 3: For sometime the quote updates worked well.

But as of the last few days, one or more quotes displays a very large price during the download, something like Looks like an error resonse from the website perhaps. July 19, at 4: I tried to down a Yahoo portfilio to Excel, which I do alot, and all I get is garbage. There is definitly something wrong at Yahoo. Both addresses are working for me, all the time, with VFIIX as well. July 19, at 5: Your analysis is correct and makes sense to me. There is at least one other person with this trouble.

Try this in your browser: Looks normal to me. It seems the problem is either intermittent or location specific. Usually these problems go away after a few days. July 19, at 7: Hopefully Yahoo will get fixed soon and this is a temporary hiccup. July 20, at 5: July 21, at 6: Like other Yahoo problems, this one will probably take a few days to sort out.

I am developing a. July 22, at 4: July 22, at 5: It is a Windows program that will let you specify a ticker list graphically, then let you modify what Yahoo is sending down before you create the OFX file.

July 23, at 4: Failures are random, I have multiple portfolios with a combination of funds and stocks. Running various quotes direct from the url returns garbage as well. July 25, at 6: Okay I just downloaded the java app, and used the Yahoo option to download two quotes: The results were not stellar: IBM rnational Busines July 25, at 7: Does that make any sense??

What makes Fridays so special to the MS Money program. FYI, hleofxquotes also support an alternate quote source: For folks who are having issues with Yahoo might wan to give that a try. As a data point, I am using Yahoo quote source on daily basis and have not seen the corrupted data recently. For those who are having problems, I wonder if you can provide additional information such as: Just curious more than anything else.

July 25, at Please feel free to use alternative solutions to this simplistic script. They have have many improvements. July 25, at 2: The python script may be back in business. July 25, at 4: July 25, at 5: I appreciate you taking the time to report this issue and I apologize for any inconvenience caused. Our engineering team is currently working to correct this, and our goal is to resolve the issue as quickly as possible.

Again, I apologize for any inconvenience this issue has caused. If you have any questions or concerns, please feel free to contact us back. August 10, at 4: I run a Python script to retrieve daily mutual fund prices from Yahoo to update same in Money Money Plus Deluxe and some of the prices are wrong. These wrong prices are in the Python output file quotes. Is anyone else getting wrong prices for mutual funds when retrieving them from Yahoo through a Python script?

August 10, at 7: Mutual Fund prices do not update on Yahoo or anywhere else until sometime after the market closes, in some cases after 5PM ET. Build a Yahoo portifilo of your MFs and observe the time when the prices get updated.

Then run your update program after that time. I run mine at 6: I checked my last 3 downloads and I see the wrong date for some of the quotes. The quotes are right for the date shown in the ofx file. August 11, at 4: Thank you for your replies including letting me know that you submitted an error report to Yahoo.

In regard to the timing of pulling the daily mutual fund prices from Yahoo I run the Python script at 6: One other problem that I have had is updating the daily price for the Tweedy Browne Global Value Fund in Money.

Although the Python script output file quotes. At this time it is not working. It mysteriously started working sometime before the Yahoo problem that got fixed on July After that fix, the daily price for that Tweedy fund in Money stopped updating. August 11, at 2: Yeah, the quotes still seem to be funny at times. I have a few mutual funds with prices a few days old even now, and those prices are what would download so it appears to have wrong prices when in fact they might just be old.

If the Yahoo quotes look bad, you can download the Google ones to see if you have any better luck. So here what I did: Created an account with yodlee.

Setup all my accounts there. I download an excel file with all accounts transactions. Then from that I create OFX file for each account and import them.

October 13, at 4: I know this is off topic, but before I can try the suggestions above I need to migrate my data from MS Money Standard into Sunset version. At this point the best I can do is to create Account Transactions and Investment Transactions reports that I can export to Excel as.

October 27, at 6: Can anyone help with this? October 28, at 5: Read from comment on down. You either tell Yahoo! Or you use one of the alternatives mentioned in the comments. I need help on bond prices. TI the price is uploades as times the real price ie the market price is January 13, at MS Money does not seem to track bonds the same way as stocks. Price updates as I understand them are updated based on percentage of par value, as opposed to par value itself.

I only track a few I and EE bonds and I handle those manually. But once you figure out what MS Money is doing with the quote, it may be possible to download the quote into SunsetOFX along with your other quotes and manually adjust the price to be a percentage or whatever it is MS Money is looking for.

A pain but still less so that the steps needed within MS Money for a manual price update. January 14, at Bill, thanks for your prompt answer! Given the fact that all bond have a ticker I checked for Italian bonds but I guess is the same for the oders , should be simple create a subrutine that write the favue divided by in the.

OFX file, just for bonds. When going through the process, I encounter a error code stating that a. Some way, I think I have to get all traces of Java off my compute before I can re-install Java.

From web browsing, this seems to be a fairly common problem. Any help or advice from you or your readers would be very much appreciated. January 14, at 1: Luca, I am not a Python expert either, but if you want to try SunsetOFX a Windows program, not a Python script you can adjust the bond ticker price before it gets sent to MS Money. January 19, at 6: June 26, at 7: Is anyone having trouble dowloading their prices into sunset tonight I have tried it on three computers and get a corrupted file and cannot import.

Is it just me tonight. I have been using this script for years. August 1, at 9: I appreciate very much this script. It has saved me a lot of data entry time. I have a quick q re mutual funds… I have some canadian mutual funds. I included the codes Yahoo has for them, but it fails when it attempts to get the canadian m fund information. It seems Google has the actual fund codes. How could I treat those? Would it be a quick change to have the script pull fund info from Google? August 4, at 4: We downloaded the script.

Since it was in HTML, had to reformat the entire file so it would run, i. Now it runs and gets all the prices, and creates a OFX file, but money has trouble reading it, even though I have created a dummy investment file. Can you guys help? September 9, at 6: Thanks for the script. I have been using MS Money for 12 years and the online quotes worked for me just fine until September 6 of this year. This script is now working for me. September 15, at 3: To follow up to Matt and Jeff, I changed the units to 0.

September 15, at 4: I created a dummy account tha has no entries in it. September 16, at 9: Thank you all for the Money OFX script. Have tried to rework the script but am no Python expert as well — surely there must be a way to divide the quote by prior to writing it to OFX. Have tried to use SunsetOFX as well, but for some reason it crashes after the first quote retrieval.

September 16, at September 17, at 6: Harry and Bill — thanks for your replies. Harry — thought I had tried that solution — but maybe I got the syntax wrong or something. Home tomorrow so will see how I get on. September 17, at 8: Is there a way to get price updates in MS Money ? The same file will import into Money Sunset without any problem, so the problem is not with the OFX files. I have tried both Pocket Sense and Hleofxquotes and both work the same way.

Any help will be appreciated. September 17, at Try change the number of units to 1 or 0. You will need to exclude the dummy investment account from your net worth and other reports because now it will have some value. September 18, at 5: September 18, at 4: Harry, Thanks for your reply.

I changed the units in the quotes. I may have to keep the MM Sunset version. September 19, at 4: September 19, at 1: September 20, at 1: September 21, at 2: What seems to be amazing is that for some reason it updates prices whenever you run the script not just once a day! September 28, at 9: September 28, at Follow up, basically the csv file download is empty, for example, the URL created for the above fund downloads: So the price, date and time are invalid, this is not related to the fund name per se, but the quotes.

Having a lot of time on my hands right now knee surgery, so am bed ridden , I am reading up the Wiki for quotes.

I will try to spend some time to integrate Google as another feed source. September 29, at 8: I tried to cut and past my Google version here, but it did not work, please contact me if you are interested.

Not a worry for me since I now update once a day late at night, but for people with portfolios where time is critical this could be a concern anyways MSMoney only updates pricing once a day officially. October 9, at 2: Chris W — was interested in your FTSE script.

Unfortunately with my version of MM I got one update and then it froze the whole account — not quite what I was hoping for. However, as mentioned above, MM does consider Friday differently and if you run the script at the weekend after the market closes you will also get an update of the prices.

October 17, at 6: This is probably the wrong forum for my problem.