How long after the domestic markets close should I do a one step update

Ellary Kahan
Ellary Kahan Member ✭✭✭

Domestic markets close at 4 PM ET. However, I have noticed that portfolio positions often don't update until the following day. I know that this is partly due to foreign equity prices not updating until the foreign markets close. So how long after the domestic markets close should I do a one-step update?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 30

    My broker, Fidelity Investments, doesn't complete updating their own website until about 6pm Eastern. So anything that I tried before then would be partial, at best.

    SO, I'd wait until after then to see what happens. And, if you get incomplete (or no) results, try waiting another hour.

    [Edit] My stocks at Fidelity get "real-time" quotes … so those quotes are available throughout the day. It's my funds that don't update until later [/Edit]

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Ellary Kahan
    Ellary Kahan Member ✭✭✭

    Thanks.

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I've found that if I download from Fidelity before 6pm Central time it is not uncommon for some transactions and mutual funds prices to not get downloaded. So, I always wait until at least 6pm Central time to download and the downloads then have been very reliable for me.

    Quicken Classic Premier (US) Subscription: R61.16 on Windows 11 Home

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    AND, any transactions in my accounts (including my MMF which is my primary checking account) don't post until over night.

    SO, I have "Scheduled Updates" set to happen at 7am Central (WELL before I get up) so that everything's current when I drag it out of bed and have had breakfast.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP