Well, I must give credit to The Finance Buff (TFB) for writing a Python script that pulls stock and mutual fund quotes from Yahoo! and creates an OFX file that can then be imported into Microsoft Money. The first time you import the file (by clicking on the generated OFX file), just link it to a Dummy Investment Account you can create on the spot (don’t link it to a real account, since the download shows you own zero (0) shares of each so as to not have any effect on your net worth).
Simply click here to review his great blog that includes instructions.
I utilize a Watch Account (named Market Indexes) in Money for my Portfolio screen and I wondered – can I use this script to update indexes as well, when Money goes offline?
Well it turns out you can by simply including Yahoo’s symbols for the indexes in the STOCKS section of TFB’s Quotes.py [or Robert’s sites.dat] script:
INDU for Dow Jones Industrial Avg. (^DJI doesn’t seem to work anymore)
^GSPC for S&P 500 and
^IXIC for the NASDAQ Composite
[added 1/31/2010] – can I use this script to update exchange rates as well, when Money goes offline? Again, it turns out you can by simply including Yahoo’s symbols for the exchange rates (hover over the currency pair here to see the symbols) in the STOCKS section of TFB’s Quotes.py [or Robert’s sites.dat] script:
EURUSD=X for Euro to US Dollar
USDJPY=X for USD to Japanese Yen
AUDUSD=X for Aussy Dollar to US Dollar
So we are off to a great start – you can modify TFB’s Quotes.py [or Bob’s Control.py] script to update all of the stock, mutual fund, exchange rates and market index values that aren’t part of your normal OFX downloads (like 401k accounts, DRIP accounts, etc.), or if you manually input all of your data, this script can be used to update all of your positions. The only negative is that Money won’t calculate your daily change value with downloaded quotes, as it does with the online updates.
The next step is to show you how to fold this into a EXE file that will not only grab all of your quotes, but will download all of your bank statements, credit card transactions, brokerage quotes,transactions and positions, etc, – almost like clicking on the GO button in Money to update all online information.