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OSU does not recognize stock symbols but dwnld historical does

I recently migrated Quicken H&B v2009 to a new computer running Win

  1. I've been noticing recently that my portfolio prices are not updated after doing One Step Update in the evening, and the summary says the symbols aren't recognized. However if I separately do a download of historical prices for , say, a month, everything updates fiine. Are these two processes pulling from the same price database? What's wrong with OSU?
Reply to
jo
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I've had that "problem" for several years. I get a partial update a couple of hours after the Market closes via One Step, but, usually, a full update via a one month historical update. Q Deluxe 2009, with earlier versions also. No idea why, so I skip the One Step altogether.

Reply to
Dan Wenz

can you give us some example symbols ?

Reply to
ps56k

I have no answer for your problem (other than to remind that Quicken has periodically had price download problems ... which have almost always gotten fixed, eventually).

My observations, just for some perspective:

For virtually all the time I have used Quicken (since Q2000) the source for "quotes" has been different than the source for "historical prices". The names of both companies that supply prices have usually been displayed at the foot of the Portfolio View (Comstock for quotes, Iverson for historical prices). I notice that in Q2010, no company is named as supplying quotes, but Iverson is still listed as supplying historical prices ... don't know just what to make of that, but it sounds to me like there are still two different price sources.

[I've always assumed that Comstock had historical prices available and Iversion had current prices available ... but I have no evidence of it.]

If you try to interpret the fact that there are two different sources for the prices, literally; you could assume that any failure in a quote download could be attributed to the source of quotes, and any failure in an historical price download could be attributed to the source of historical prices. But I'm not sure it's quite that simple.

A "quote" download will get (at least) some historical prices. I just deleted all 2010 prices for a security and did a "Download Quotes", and all the 2010 prices were downloaded (according the the historical price download rules). I deleted those same 2010 prices again, and did a One Step Update ... got all the 2010 prices back (again, based on historical price download rules).

When I add a new security in Quicken, I get today's price and the previous

5 day's prices, without asking.

Also, at some point, a "current" price becomes an "historical" price; I don't know exactly when that happens, but it could be very close to the "current" date - I haven't stayed up until midnight to see if it happens before the next day.

Reply to
John Pollard

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