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MSMoneyQuotes & FT.com automated portfolio download

Discussions regarding financial software
Sixtyone
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MSMoneyQuotes & FT.com automated portfolio download

#612277

Postby Sixtyone » August 31st, 2023, 9:44 am

Hello All,

I normally use MS Money and MSMoneyQuotes to update my portfolio, but since M$ made changes to their quotes system which broke MSMoneyQuotes I started to use the FT Portfolio option. Whilst this works perfectly it's no longer a one click process.

So my question is; how can I automate a download of my FT.com portfolio into a specific folder with a specific name ?

I know that the author of MSMoneyQuotes is working on a fix, but the FT option covers a number of funds that the 'normal' option misses.

ivahunch
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Re: MSMoneyQuotes & FT.com automated portfolio download

#613910

Postby ivahunch » September 9th, 2023, 12:42 pm

I started to use the FT Portfolio option. Whilst this works perfectly it's no longer a one click process.


I am now having to use the FT portfolio option - but the procedure hasn't changed and you still have to export the portfolio

ivahunch
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Re: MSMoneyQuotes & FT.com automated portfolio download

#625516

Postby ivahunch » November 5th, 2023, 9:08 am

Has anyone else noticed that today's FT portfolio is showing prices in pence instead of GBP?

granretire
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Re: MSMoneyQuotes & FT.com automated portfolio download

#626161

Postby granretire » November 8th, 2023, 12:28 pm

Gaier has done the fix. It works fine

Sixtyone
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Re: MSMoneyQuotes & FT.com automated portfolio download

#626251

Postby Sixtyone » November 8th, 2023, 7:51 pm

ivahunch - probably too late to reply but my FT portfolio is showing correctly today

ivahunch
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Re: MSMoneyQuotes & FT.com automated portfolio download

#626568

Postby ivahunch » November 10th, 2023, 1:06 pm

ivahunch - probably too late to reply but my FT portfolio is showing correctly today


But today's FT portfolio is still showing prices in pence instead of GBP and so Gaier FT software is interpreting as X100 too high

ivahunch
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Re: MSMoneyQuotes & FT.com automated portfolio download

#626574

Postby ivahunch » November 10th, 2023, 1:28 pm

Gaier has done the fix. It works fine


Did you have to update your "SymbolMap.csv" with the new Instrument ID?

Currently only 2 of my holdings update successfully

ivahunch
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Re: MSMoneyQuotes & FT.com automated portfolio download

#626584

Postby ivahunch » November 10th, 2023, 2:16 pm

Currently only 2 of my holdings update successfully


Strange - now all but 1 holding update succesfully!


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