Security prices

Prices for securities can be updated in multiple ways. You can download investments prices for most common securities, such as stocks and funds. Select to download prices when desired or set the Investments preference to download prices when starting. Prices for securities can also be updated with the prices found during account downloads (an Investments-Importing preference that is on by default).

Note Note: Securities and investment holdings are currently only accessible when using SEE Finance 2 for macOS. Their values are still updated due to recording and editing transactions as well as when downloading security prices.

Download security prices:

  1. Tap Action Button underneath the main account list then choose the "Download Security Prices" option.
  • The program will only attempt to download prices for securities with a valid symbol and that are marked to download prices.

Note Note: Most stocks, mutual funds, ETFs and many stock options can have their quotes downloaded into the program. If a security is listed on Yahoo! Finance then you should be able to download prices for it. If for some reason the symbol used for security in general is not the same as used on Yahoo! Finance then you can specify the "Yahoo! Symbol" for the security. For example, Yahoo! Finance lists securities on non-U.S. exchanges with an appendage such as .L for the London Stock Exchange and .TO for stocks on the Toronto Stock Exchange such as for VOD.L and BMO.TO. You can list those stocks with just VOD or BMO for their "Symbol" in the program and then assign VOD.L and BMO.TO for their "Yahoo! Symbol" in order to download the proper prices. If the regular symbol is the same as the symbol on Yahoo! Finance then there's no need to set the "Yahoo! Symbol" for the security.

Tip Tip: The refresh button underneath the main account list will turn into a spinning progress indicator while security prices are downloading and when other activity is occurring.