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Subject Author Date
Easy Delete for Stock Prices Dave Martin 07-09-2007
Posted by Dave Martin on July 9, 2007, 3:54 pm
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 Is there an easy way to only download stock prices for only the stocks
that you actually own a share? Over the years, the number of stocks
being downloaded has grown dramatically (with a longer update time) and
wondering if there is an easy way to do keep non active stocks from
downloading? Would prefer not to manually delete the symbol in case I
end up with shares again through a managed account or something similar?
I'm really not interested in the price history, just the current price?

Posted by John Pollard on July 9, 2007, 5:29 pm
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 Dave Martin wrote:
> Is there an easy way to only download stock prices for only
> the stocks
> that you actually own a share? Over the years, the number of
> stocks
> being downloaded has grown dramatically (with a longer update
> time)
> and wondering if there is an easy way to do keep non active
> stocks
> from downloading?

> Would prefer not to manually delete the symbol in
> case I end up with shares again through a managed account or
> something similar?

Actually, just adding (re-adding) a security to Quicken's
security list is not that difficult. But you probably can't
delete the existing security anyway, since you likely still have
Quicken transactions for it ... even though the last transaction
may have sold all your shares 2 years ago.

Conceptually, I like the idea of being able to check a single
box and have Quicken stop downloading prices for securities I
once owned but do not currently own. But I think it might be
more difficult to implement than it seems.

First of all, that logic would have to be able to cooperate with
downloading prices for Watch List securities. The Watch List is
Quicken's way to allow you to download the prices of securities
you do not own.

And secondly, the method of determining which securities are
owned, at the moment a price download is requested, might not be
trivial ... it could either cost time to make the determination,
or cost complexity if such a status had to be maintained for
each security.

I'm not saying it couldn't be done, I just don't know the
"cost".

Anyway, you can already prevent the download of prices for
selected securities - without deleting the securities - in a
couple of ways (albeit none as simple for the user as the check
box referred to above).

1.) You can de-select the securities in the quote download
security list (one place to see this in the beginning of a One
Step Update where it says "Select Quotes").
2.) You can "hide" the securities (Security List), and tell
Quicken you do not want to "View hidden securities" (Security
List > Options).

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Dave Martin on July 9, 2007, 5:31 pm
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John Pollard wrote:
> Dave Martin wrote:
>
>>Is there an easy way to only download stock prices for only
>>the stocks
>>that you actually own a share? Over the years, the number of
>>stocks
>>being downloaded has grown dramatically (with a longer update
>>time)
>>and wondering if there is an easy way to do keep non active
>>stocks
>>from downloading?
>
>
>>Would prefer not to manually delete the symbol in
>>case I end up with shares again through a managed account or
>>something similar?
>
>
> Actually, just adding (re-adding) a security to Quicken's
> security list is not that difficult. But you probably can't
> delete the existing security anyway, since you likely still have
> Quicken transactions for it ... even though the last transaction
> may have sold all your shares 2 years ago.
>
> Conceptually, I like the idea of being able to check a single
> box and have Quicken stop downloading prices for securities I
> once owned but do not currently own. But I think it might be
> more difficult to implement than it seems.
>
> First of all, that logic would have to be able to cooperate with
> downloading prices for Watch List securities. The Watch List is
> Quicken's way to allow you to download the prices of securities
> you do not own.
>
> And secondly, the method of determining which securities are
> owned, at the moment a price download is requested, might not be
> trivial ... it could either cost time to make the determination,
> or cost complexity if such a status had to be maintained for
> each security.
>
> I'm not saying it couldn't be done, I just don't know the
> "cost".
>
> Anyway, you can already prevent the download of prices for
> selected securities - without deleting the securities - in a
> couple of ways (albeit none as simple for the user as the check
> box referred to above).
>
> 1.) You can de-select the securities in the quote download
> security list (one place to see this in the beginning of a One
> Step Update where it says "Select Quotes").
> 2.) You can "hide" the securities (Security List), and tell
> Quicken you do not want to "View hidden securities" (Security
> List > Options).
>
Thanks, I was just hoping for a check box I didn't know about, thanks
again.

Posted by R. C. White on July 9, 2007, 5:52 pm
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Hi, Dave.

First, the obvious question: Which version of Quicken?

In Quicken 2007 Basic, I can click Investing | Security List (or just press
Ctrl+Y) to see a list of al the securities I've entered into Quicken over
the years. At the far right is a column of checkboxes headed "Watch".
There are checkmarks in the boxes of a few that I want to get quotes for,
even though I don't own them. Otherwise, the box is unchecked.

And then there is One Step Update Settings. Clicking "Update Now" opens the
OSU Settings window; in the upper right is the link to "Select quotes".
Clicking this gets me a list where I can check or uncheck all the stocks in
my list. You might want to "Clear All" and start over.

At least one of these methods should do what you want.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)

> Is there an easy way to only download stock prices for only the stocks
> that you actually own a share? Over the years, the number of stocks being
> downloaded has grown dramatically (with a longer update time) and
> wondering if there is an easy way to do keep non active stocks from
> downloading? Would prefer not to manually delete the symbol in case I end
> up with shares again through a managed account or something similar? I'm
> really not interested in the price history, just the current price?


Posted by Dave Martin on July 11, 2007, 5:05 pm
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R. C. White wrote:
> Hi, Dave.
>
> First, the obvious question: Which version of Quicken?
>
> In Quicken 2007 Basic, I can click Investing | Security List (or just
> press Ctrl+Y) to see a list of al the securities I've entered into
> Quicken over the years. At the far right is a column of checkboxes
> headed "Watch". There are checkmarks in the boxes of a few that I want
> to get quotes for, even though I don't own them. Otherwise, the box is
> unchecked.
>
> And then there is One Step Update Settings. Clicking "Update Now" opens
> the OSU Settings window; in the upper right is the link to "Select
> quotes". Clicking this gets me a list where I can check or uncheck all
> the stocks in my list. You might want to "Clear All" and start over.
>
> At least one of these methods should do what you want.
>
> RC
Quicken 2006 Deluxe. The suggestions would simplify the process of
manually telling Quicken which stocks to get a quote for but doesn't do
what I was asking. Understand it can't be done and appreciate the help
on the best way to do this manually. Will just go ahead and let it grind
away on the download- I was also hoping that a smaller download might
have a higher success rate for downloading! Thanks again.

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