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Quicken Classic for Mac
Investing (Mac)
How to manually update a stock price?
Scott Rose
(THIS IS SUPPOSED TO BE IN THE INVESTING FORUM, BUT I DON'T KNOW HOW TO MOVE IT NOW.) [Edit...moved]
How do I manually update a quote price for a stock in the new Quicken Mac?
I have a few "shares" of cryptocurrencies, such as Bitcoin Cash (BCH), which I have added into a cryptocurrency brokerage account.
Quicken Mac doesn't understand looking up the quote price for non-publicly-traded stocks, so I don't know how to manually update the Bitcoin Cash (BCH) price on my own.
In the old Quicken 2017, it was extremely easy & straightforward — you just type in the current price on the Portfolio screen, and Quicken 2017 adds it into the price history.
But as far as I can tell, there is no way to do this in the new Quicken Mac.
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Accepted answers
smayer97
Meanwhile, you can
add your VOTE
to
Add ability to manually update security quotes within the portfolio window
.
First
, click on the underlined link
above to go there,
then
click the little grey triangle under the VOTE count
at the top of page 1
in the blue banner
, so your vote will count
for THIS feature
and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
Your VOTES matter!
All comments
Scott Rose
NEW PROBLEM WITH THIS:
Okay, I finally found stock prices underneath "Window > Securities", and then I double-clicked on the stock and then clicked on the "Price History" tab.
So I manually added a price history entry for today's date, and it successfully shows up in the Price History list.
HOWEVER: When I go back to view my Portfolio for my brokerage account, it still shows the SECOND NEWEST PRICE in the Price history List.
In other words, Quicken for Mac is IGNORING my most recent price history entry, even though it has the newest date in the list.
My portfolio is only showing me the price which is BENEATH the most recent manual entry that I typed in.
I even hit the little "Refresh" button on the portfolio as well, but that didn't do anything either. The portfolio shows me that the prices were "last updated TODAY at THIS TIME", but it's not reflecting the newest price that I manually typed into the price history list.
In other words, my portfolio in Quicken Mac is not updating to reflect the newest price that I typed into the price history tab.
Scott Rose
Look at the 2 screenshots below to see what I'm talking about here.
The current quote is NOT being reflected in my portfolio!
Scott Rose
Scott Rose
J_Mike
What is the as of date for the portfolio view?
Your price history shows a unit price for tomorrows date (02/03/20).
FWIW - I manually update one accounts unit prices and have no issues - I do not pit in future dated prices though.
Scott Rose
Oh, duh!!
I accidentally put in TOMORROW'S DATE for the price history entry, and my portfolio was only set to show prices as of TODAY. Thank you for figuring this out for me!! Duh!! I actually meant to put in TODAY'S DATE for the price history, but this is what I get when I'm not wearing my glasses!!
Thank you for clearing up this issue for me!
smayer97
Meanwhile, you can
add your VOTE
to
Add ability to manually update security quotes within the portfolio window
.
First
, click on the underlined link
above to go there,
then
click the little grey triangle under the VOTE count
at the top of page 1
in the blue banner
, so your vote will count
for THIS feature
and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
Your VOTES matter!
Scott Rose
Thank you, I just upvoted this idea! This is sorely needed in Quicken Mac!
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