Financial institution to download from without an account?

BigMoose2019

Is there a website that Quicken will recognize for individual stock shares/pricing that will automatically download? Or do you have to have a financial institution with a username and password?
What I'm looking for is someplace that my current stock portfolio can be looked up and automatically updated. I'm guessing not and I have to enter by hand (which is what I have been doing). Just wondering......
thanks!

Jim_Harman

Quicken can keep price quotes up to date for publicly traded securities, as long as they have valid tickers. In the Security List, make sure Download Quotes is checked. There are several places in the program where you can request updated quotes: 
-- as part of One Step Update
-- Investing  menu> Download Activity > Quotes
-- Investing tab > Portfolio then Update > Quotes

The only way for Quicken to download the number of shares you hold in an investing account is if you connect to the financial institution where the shares are held and the FI supports it..

q_lurker

Jim_Harman said:

Quicken can keep price quotes up to date for publicly traded securities, as long as they have valid tickers. In the Security List, make sure Download Quotes is checked. There are several places in the program where you can request updated quotes: 
-- as part of One Step Update
-- Investing  menu> Download Activity > Quotes
-- Investing tab > Portfolio then Update > Quotes

The only way for Quicken to download the number of shares you hold in an investing account is if you connect to the financial institution where the shares are held and the FI supports it..

To add on to Jim's response, in addition to having the security checked to Download Quotes in the Security List (Ctrl-Y), you also need to EITHER own shares of the security in a Quicken investment account OR have the security in your Quicken Watch List (also a security list checkbox).

Owning shares of the security in a Quicken investment account does not mean you have to be downloading transactions and data for that account from a financial institution.  The Quicken investment account can be manually managed which may be what you are doing.  

Jim_Harman

Quicken can keep price quotes up to date for publicly traded securities, as long as they have valid tickers. In the Security List, make sure Download Quotes is checked. There are several places in the program where you can request updated quotes: 
-- as part of One Step Update
-- Investing  menu> Download Activity > Quotes
-- Investing tab > Portfolio then Update > Quotes

The only way for Quicken to download the number of shares you hold in an investing account is if you connect to the financial institution where the shares are held and the FI supports it..

NotACPA

@BigMoose2019, let's go back a step.  HOW do you have these securities recorded in Q?

How/Where do you hold them in real life?

And, What Q product are you running?  What BUILD of Q?  Do HELP, About Quicken for this info.

q_lurker

Jim_Harman said:

Quicken can keep price quotes up to date for publicly traded securities, as long as they have valid tickers. In the Security List, make sure Download Quotes is checked. There are several places in the program where you can request updated quotes: 
-- as part of One Step Update
-- Investing  menu> Download Activity > Quotes
-- Investing tab > Portfolio then Update > Quotes

The only way for Quicken to download the number of shares you hold in an investing account is if you connect to the financial institution where the shares are held and the FI supports it..

To add on to Jim's response, in addition to having the security checked to Download Quotes in the Security List (Ctrl-Y), you also need to EITHER own shares of the security in a Quicken investment account OR have the security in your Quicken Watch List (also a security list checkbox).

Owning shares of the security in a Quicken investment account does not mean you have to be downloading transactions and data for that account from a financial institution.  The Quicken investment account can be manually managed which may be what you are doing.