Historical Prices

[Sterling25]

When I download prices at the end of the day. It takes very little time to complete the process. But if I want even one day of historical prices, it never seems to stop. I have about 340 issues to price. What am I doing wrong? Thank you

[Mark]

Hi Sterling25,

I'm assuming your end of day retrieve is using "Yahoo", but your historical retrieve is using "Yahoo (Historical)"? You can check under "Options / Internet Settings..." to see your default primary/historical quote servers. Yahoo is very fast, but unfortunately Yahoo (Historical) is quite slow now. If you need to retrieve historical prices often you might look into switching to a different historical quote server. We offer several very fast alternatives. See the details on other "Historical" servers here:

https://www.fundmanagersoftware.com/intrtv.html

For example, Stooq (Historical) or Tiingo (Historical)... Any server with the name "(Historical)" in it will give you the ability to get historical prices. See the "Details" on each one for instructions on how to use it. If you need a refresher on how to control which quote server you're using and when, see this Tutorial on Retrieving Prices.

[Sterling25]

Thank you. I watched the video which was helpful. But I didn't see how I could change the default historical server. I went under options/internet settings/ and changed the default historical server. But when I went to retrieve historical prices, it still lists Yahoo historical. Is there a way to change the default historical server for all of my investments at once?

[Mark]

Hi Sterling25,

"Options / Internet Settings..." only sets the "default". Each investment's properties can choose to use the default or specify what quote server to use. See "Investment Properties... / Internet Retrieve". You can either adjust this on a per-investment basis, or you can apply settings to all investments by investment type (stock, fund, etc.) by going to:

Options / Internet Settings... / New Investment Defaults... / Apply Settings to Existing Investments...

[Sterling25]

Excellent. Thank you Mark!