Securities are not updating automatically
Any guidance on how to get this working again?
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Sorry I should have mentioned that that checkbox is checked. I even unchecked that pref, saved the file and reopened and re-checked it, but that hasn't made a difference.0
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Accounts update just fine, and no other internet hiccups elsewhere. But you may be onto something. I have not gotten around to setting up my Investment accounts, so most of the ticker symbols that I'm tracking are NOT associated with a Portfolio. Maybe they don't update automatically until they are associated with an Investment account?Appleseed Oakley said:Sorry I should have mentioned that that checkbox is checked. I even unchecked that pref, saved the file and reopened and re-checked it, but that hasn't made a difference.
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Back when I imported the data, the security price history came in, but NOT the ticker symbol, so I had to add those all individually. And they downloaded automatically for the first month (roughly April 5- May 5).Appleseed Oakley said:Sorry I should have mentioned that that checkbox is checked. I even unchecked that pref, saved the file and reopened and re-checked it, but that hasn't made a difference.
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I should have noted in the original question that if I go to the Price History of a given security, and hit the "refresh" button, it does update the securities' prices. But that's pretty impractical with 50 securities.0
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Do you have the option within the security itself to download prices (checked) for that security? You can selectively disable (uncheck) this within that security's price history window.Appleseed Oakley said:I should have noted in the original question that if I go to the Price History of a given security, and hit the "refresh" button, it does update the securities' prices. But that's pretty impractical with 50 securities.
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I'm trying to avoid needing to update individual securities manually.Appleseed Oakley said:I should have noted in the original question that if I go to the Price History of a given security, and hit the "refresh" button, it does update the securities' prices. But that's pretty impractical with 50 securities.
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I understand that. What I mean is to check the option within that security so that it is supposed to automatically download the stock quotes.Appleseed Oakley said:I should have noted in the original question that if I go to the Price History of a given security, and hit the "refresh" button, it does update the securities' prices. But that's pretty impractical with 50 securities.
I know you have it set to auto download all quotes at the global level, and it manually updates. But, within each you can purposely disable downloading. This is useful for securities you no longer own but held at one time. Check to see if somehow the securities have not been setup to download. You have to go into a single security and you will see the popup that allows you to enable/disable downloading for that individual security. (I am not on my Mac to give you a screenshot, but it is there.)0 -
as I mentioned in the original question, I've gone to individual securities' Price History and am seeing that "Download Quotes for this Security" is "on" for each security that I've looked at. Screenshot belowgAppleseed Oakley said:I should have noted in the original question that if I go to the Price History of a given security, and hit the "refresh" button, it does update the securities' prices. But that's pretty impractical with 50 securities.
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Just out of curiosity, what's the security symbol for the Quotes that you've shown?Appleseed Oakley said:I should have noted in the original question that if I go to the Price History of a given security, and hit the "refresh" button, it does update the securities' prices. But that's pretty impractical with 50 securities.
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not necessary to disclose, but when I hit the "refresh" but, it did bring in the latest pricesAppleseed Oakley said:I should have noted in the original question that if I go to the Price History of a given security, and hit the "refresh" button, it does update the securities' prices. But that's pretty impractical with 50 securities.
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just confirming that when I added some securities to a brokerage account, they did "kick in" and auto-update the prices upon the next relaunch. So, it seems that whatever changed in the code of Quicken 2017 back in May, stopped auto-updating securities that are NOT part of an account/portfolio.0