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Mutual Fund Quotes Delayed/Not Updating

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  • whfitchwhfitch Member
    edited September 4
    [removed - violation of community guidelines]
  • Clark CClark C Windows Beta ✭✭
    I also think their response so far is pitifully slow. This function has been defective now since about Aug 19. The first phone calls to Tech Support should have raised an urgent flag. Tech Sppt needs a better pipeline to the Development Dept in Menlo Park. Quicken's communication to the user was completely lacking.

    From other threads on this topic, I found and have implemented a pretty simple update workaround. The initial setup is pretty easy, unless you have a large number of securities. Still easy, just more time on the setup. 1. Assemble a list of security symbols for easy reference in Step 2. 2. Go to Yahoo Finance, sign in, and Create a Portfolio. Just use the Add Symbol feature to populate a Portfolio with ALL security symbols you hold and want to update. Entry order does not matter. Do not worry about adding your share holdings or other info. All you need is a Portfolio of symbols. 3. A couple/few hours after Market Close, go to the Portfolio and do an Export. You'll find the necessary links on the screen. In the bottom left, a file tab opens. Open and save the file with the csv format. 4. Go to Quicken, File, File Import, Import Security Prices from CSV, browse to the CSV file just saved, select and submit. Quicken is now updated (almost instantly). You can go to the Investing tab and look at the Day Gain/Loss column to watch it happen. Note - some Funds may still show a zero in the Day Gain/Loss column, because the Fund didn't change that day. I can now go through this process just a couple minutes each day. This process updates the Price only. The High, Low, and Volume data in the Price History are not included. Good luck.
  • Mark SteinmanMark Steinman Member ✭✭✭✭
    alternatively, just wait until the morning.   :) 


  • billdsmithbilldsmith Member
    Hi Sherlock. Thank you for responding. For both Files all of the mutual funds are with Vanguard. In the account that does not update, they have not updated since Friday, August 21st. They do not update at all. Some of my holdings I've had for 25+ years and downloading prices into this File for at least 9 years.
  • DrinkingbirdDrinkingbird Member ✭✭✭
    Sherlock said:
    I don't think they will.  You may want review Quicken's Terms of Use.  Specifically:



    That refers to their website, not the product ("this Site").  It also means you can't sue them for losses from selling a stock based on their info, not that you can't be compensated in a pro-rated manner for failure of their service.

    I'm sure pretty much every state has a law that says you can't charge a subscription fee if your service is down.
  • JayRJayR Member
    “the external team working on the issue was not aware of the configuration change of the data feed, which resulted in a delay in resolution. We apologize for any inconvenience or confusion this delayed pricing may have caused. We are improving communication between our data providers and internal.” This Quicken UPDATE 9/3/20 is poor for a major extended outage issue and indicates no standardized practices such as ITIL were followed—“the external team working on the issue was not aware”

    I appreciated The ReluctantAccountant’s response as an IT professional. Yes, this is a 24 x 7 problem.

    The Information Technology Infrastructure Library (ITIL®) is an integrated set of best practices and framework developed to assist businesses in delivering IT services to customers. These 34 practices are divided into three major categories: general management practices, service management practices, and technical management practices. The goal of change management is to minimize the impact of changes by following standardized methods and procedures, which includes Partners & suppliers.

    First, if ITIL practices were followed, you shouldn’t have a communication breakdown between partners.

    Second, “we apologize.” We are sorry doesn’t always cut it. I have seen that Terms Of Use so many times in so many instances, it just gets old.

    Third, as a good example for not following process or procedures; a specialist made a router config change in the middle of the day and saved it as a backup config for that night’s network upgrades. That was an absolute no-no, the process wasn’t followed, then instead of a backup, it was installed at lunch time by accident. Yes, worst case scenario happened. Hundreds of users down, turned into an enterprise problem, and I added up the lost productivity for 2 hours downtime- > $2M dollars. Sorry was not a good answer; a week suspension without pay and a poor performance appraisal was a better answer.

    So back again, for two weeks or longer, the partners didn’t communicate?

    Ok, what happens if the partner can’t backout the config changes?

    I recommend a Goggle for: Information Technology Infrastructure Library (ITIL®) or What is ITIL? And you’ll get my point.
  • Rick2Rick2 Member ✭✭✭
    edited September 9
    [removed - violation of community guidelines]
  • SherlockSherlock SuperUser ✭✭✭✭✭
    Sherlock said:
    I don't think they will.  You may want review Quicken's Terms of Use.  Specifically:



    That refers to their website, not the product ("this Site").  It also means you can't sue them for losses from selling a stock based on their info, not that you can't be compensated in a pro-rated manner for failure of their service.

    I'm sure pretty much every state has a law that says you can't charge a subscription fee if your service is down.
    The Site includes the Quicken application:



    Note: Warrantee and Liability are covered separately.


    Quicken user since 1997
    Premier on Windows 10
This discussion has been closed.