
hle-ofx-quotes
Source Codes?: http://code.google.com/p/hle-ofx-quotes/wiki/Source_Codes
A java program for generating OFX file that you can use to update quotes in Microsoft Money.
- Why: Microsoft's quote server is no longer working. If you want to see your portfolio values current, you need to update the quote prices.
- What does it do: Generate an OFX file to mimic statement from a fake brokerage.
- How do I use it: You will need java. Then download the tool (a
*.jar
file). Double click on the downloaded*.jar
file to start.
Features
- Has an UI: easy to get started
- Support multiple quote sources including
- yahoo.com: default for US users.
- ft.com: which has good coverage for UK fund
- ~~**Google Portfolio**: has coverage for international funds that cannot be retrieve from Yahoo.~~ UPDATE: Google has shutdown the Finance API service. See: http://social.microsoft.com/Forums/en-US/e9831d45-d284-4f9f-81d1-a1628dc6ff96/hleofxquotes-google-finance-api-will-be-shut-down-on-october-20-2012
- Support bank statement download: https://code.google.com/p/hle-ofx-quotes/wiki/Download_Statements_Tips
- Can handle large number of quotes (Yahoo): with multiple-thread and re-try.
- Support options (See also: http://biz.yahoo.com/opt/symbol.html)
First timer
- Please read this page first: http://code.google.com/p/hle-ofx-quotes/wiki/FirstTimerReadMeFirst
- Then read: http://code.google.com/p/hle-ofx-quotes/wiki/The_first_N_steps
- UK users: please read this document: http://code.google.com/p/hle-ofx-quotes/wiki/UKUsers
- version 2005 and earlier: See notes similar to UK user http://code.google.com/p/hle-ofx-quotes/wiki/UKUsers
Documentation
- See the Wiki: http://code.google.com/p/hle-ofx-quotes/w/list
- How to get help: https://code.google.com/p/hle-ofx-quotes/wiki/Help_Me
Alternative
- Enter the price update by hand
- PocketSense: http://sites.google.com/site/pocketsense/home/msmoneyfixp1 which can also download statement from banks, brokerages.