Batch Import Security Prices by Symbol?

mark303
mark303 Member ✭✭✭
I own quite a few international stocks bonds that Quicken cannot update automatically. I know I can import a historical price file by security (which I have done), but now I want to update the security price each day. My brokers can provide me a file which has all the securities prices by symbol (ie. symbol, price), but I can't see a way to import this file into Quicken for Mac (Deluxe 2020 Version 5.15.3).

Does anyone have a workaround? For example, is there a way to import prices via a transaction/action that only results in a price update but don't affect cash or units owned?

Answers

  • sslucas88
    sslucas88 Quicken Windows Subscription Member ✭✭
    I found a way to import this file with all this information.

    I'm using the following layout (image.png - attached):

    Symbol, Price, Price, Date, High, High, Low, Volume, Null

    The only thing is:
    Date - must be a text without /
    Volume - is divided by 100 (one hundred) in the attached image. I carry the volume 113.86 which is equal to 11,300 (decimals is disregarded).

    Attached, you will find the image of the results (result 1.png)

    And now the graphics are working. (2.png result)

    Hope this helps
  • mark303
    mark303 Member ✭✭✭
    Yes - my question was regarding Quicken for Mac. I knew that Windows had the capability for a CSV import for multiple securities at the same time but Mac did not.

    What I was particular interest in is whether I could import the securities in a QFX file using some other action type that doesn't affect cash or shares but does update the securities price table. I know that when you purchase securities it updates the price.
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