- Not so public stock market data
- Adding new online quote source
- Updating investments to use new quote source
In recent KMyMoney releases the list of choices for
online stock quotes has significantly decreased, mainly due to financial web
services terminating public access to data. Some of the available sources are
missing certain U.S. based ETF quotes, or occasionally the API will mismatch
certain symbols (when specified without
:EXCHANGE) for a similarly named one
on the European market, and thus returning the wrong price. To remediate this
one can add the open
IEXTrading API as a source for
quoting the U.S. stock market.
Not so public stock market data
Unfortunately very few companies provide open access to detailed financial market data, which makes personal finance management a bit harder than it should be. One widely used provider, Yahoo! finance, has closed their API on the 1st of November, 2017, leaving a lot of users stranded. Many KMyMoney users on the KDE forums opted for scraping Google finance website, however there is a better, faster, and more privacy friendly alternative: using the open IEXTrading API.
Adding new online quote source
Settings->Configure KMyMoney...in the navigation menu.
- Go to the
- At the bottom click the
- Find the item
New Qoute Sourceyou’ve just created in the sources list and rename it by double clicking on it (e.g. to IEXTrading).
- Fill out the fields in the
Detailssection as follows:
- Identify by: Symbol
- Date Format:
- Skip HTML stripping: checked
- Click on the
Updatebutton to save your changes to the quote source.
Completed KMyMoney online quotes setup dialog
Updating investments to use new quote source
When done with the above you will have to update your investments to use the new quote source. To do that:
- On the left go to the
Investmentsview, and select the
- Select your account containing securities traded in the U.S. stock market.
- Right click on investment item and choose
- Go to the online source setting, by clicking
Nexttwice and select the newly set up source. Save the change by clicking
- Repeat above steps for your other U.S. traded securities.
An investment set to use the new online quote source
Now you can run
Tools->Update Stock and Currency Prices... and have your
prices updated. Happy accounting!