Is it possible to download bond prices for multiple days with one-step update

gaheld57
gaheld57 Quicken Windows Subscription Member ✭✭
edited October 2023 in Investing (Windows)

I have several accounts which contain bonds with CUSIP numbers but no ticker symbols. I gather from other posts that Quicken cannot get prices for these bonds directly. During one-step updates Quicken gets the prices of the bonds from the financial institutions — but only for that day. In order to get daily prices for bonds I am doing one-step updates every day. This is not always possible or practical. Is there some way to have Quicken download all historical values for bond prices for all previous days by querying the financial institutions for that data? I asked JP Morgan and they said Quicken controls the flow of information and so I need to contact Quicken find out how to make this happen.

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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you have a source of daily prices for any security in CSV format, you can import them into Quicken. See this discussion

    https://community.quicken.com/discussion/7893435/import-security-prices-from-csv-file

    QWin Premier subscription
  • gaheld57
    gaheld57 Quicken Windows Subscription Member ✭✭

    The daily prices of a number of corporate bonds in my portfolio (and identified by CUSIP) is available online via one state update from JP Morgan if Quicen would ask for them during updates. Getting CSV format data for each bond is time consuming and should not be necessary.

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