Tracking CDR Investments

I wrote a relatively simple Python script (using yfinance) that automatically downloads the prices from Yahoo (e.g. AAPL.NE, AMZN.NE, etc) several times a day and at the end of day. The script creates a CSV file of the prices that I load into Quicken using ("File", "File Import", "Import Security Prices from CSV file") The CSV file looks like this:

AMZN.NE,22.65,07/05/2024
AMZN.NE,22.54,08/05/2024

You can download as much historical data as you need.

Sure - download the code from my GitHub

https://github.com/denbe52/CDR_prices_to_Quicken/blob/main/cdr.py

@JoelC - you need to install yfinance using the nospam option

pip install yfinance[nospam]

That will automatically install the requests and pyrate limiters

@JoelC @denbe52

Getting quotes from the NEO exchange (for these CDRs and many other ETFs) has been a major oversight on Quicken Canada's part for years. I am amazed at denbe52's ingenuity and resourcefulness, but Quicken should have fixed this years ago. Updating exchange quotes should be a foundational part of their program.

I just got an email from CEO Eric Dunn touting all the wonderful advances Quicken is making, but not a word about Canadians. - Link to message from Quicken CEO Eric Dunn

Canadians are such a small part of their user base that suggestions like these drop to the bottom of any user request list. The latest official note on this is that, with some 53 requests, it was upgraded to "Under Consideration" back in the fall of 2023 - "Under Consideration ·Last Updated October 2023 - Submitted for review on 8/28/23, CBT-167/CTP-7672" (No word since, but requests are still being posted.)

Here is a discussion underway on this -

In the meantime, I just check the quotes from other sources, enter them manually and hope that someday they get around to adding it.

Agree with the comments here. I received that same email from Quicken touting all of the exchanges that they now support, but am frustrated that I cant get the AMZN, MSFT and other symbols for CDR's from the NEO exchange. Congratulations to Denbe52 for the python code and import method to enable. Now if we can get quicken to see how simple it is, and import this functionality it would be great. But alas, the canadians here are such a small market, we get ignored.

@JoelC @JosefW @Brent H @Arctic Hare

The python script that I wrote to scrape CDR prices from Yahoo:

https://github.com/denbe52/CDR_prices_to_Quicken/blob/main/cdr.py

is the just first step in fully automating the import of CDR prices into Quicken.

There are a couple of enhancements that will complete the automation and provide a seamless method of loading the CDR prices.

Firstly, I use a program called System Scheduler to automate the execution of the python program - say once per hour or even just once a day after the markets close. It's an excellent free program - you can download it at;

https://www.splinterware.com/products/scheduler.html

Secondly, I use a simple AutoHotkey script to alter the function of some keys in Quicken. For example, when I press F5, AutoHotkey will replicate the key strokes required to import the CDR.csv file into Quicken. e.g. "File", "File Import", "Import security prices from csv file...", "automatically enter the full path and file name to the csv file", and then click "OK".

When I press F6, Quicken will perform a One-Step Update.

And when I press F7, AutoHotkey will send the commands necessary to both import the CDR prices, and to perform the One-Step Update - everything in one key stroke.

I mapped F5, F6, and F7, but you can pick any keys you want. The good thing is that these three key mappings are only active when Quicken is the active window - they have no effect in other programs.

I've uploaded the AutoHotkey script (quicken_import_cdr_prices.ahk) to my github:

https://github.com/denbe52/Quicken-CDR-Prices-AutoHotkey-Script/tree/main

AutoHotkey is an outstanding program, and it's well worth learning how to use it. It's indispensable!!
Once you learn AutoHotkey, you can use it to automate all sorts of tedious / repetitious tasks, expanding abbreviations, etc.

To summarize,

1. The python program scrapes the CDR prices from Yahoo.
2. System Scheduler automatically runs the python program every hour (or whatever interval you choose).
3. The AutoHotkey script maps the F5, F6, and F7 keys in Quicken to automatically load the CDR prices and perform the One-Step Update with one keystroke.

@denbe52

Thanks for digging into a work around. I don't have the knowledge or the patience to try this. What's really frustrating is that we're all paying handsomely for something that should be a top priority for Quicken in fulfilling a well advertised key feature.