[GNC] Importing investment info from Financial Planner's website

[David Carlson]

Joseph,

Look on your financial planners website for a link to export your data.
Most investment firms have some such option, often near another option to
download a PDF of your monthly statement.

Since you say you used to do it with Quicken, they may have an option to
download qfx or ofx format.  Else there may be a options for other formats
such as qif or csv.

Any of those options will work with GnuCash, tho, as David T points out, it
my be an arduous process.

David Carlson

On Mon, May 27, 2019, 7:24 AM Joseph Hymel via gnucash-user <
gnucash-user at gnucash.org> wrote:

>  Thanks David T.
> Just to clarify I am only interested in being able to import MY investment
> holdings from my financial planner's website via my login/password for that
> website. I have recently left Quicken software where I had that ability to
> import my investment info, and thought it might exist in GNUCASH also.
> There is so much similarity between the two applications that has amazed me
> and thus caused me to seek this functionality out if it existed. I
> appreciate your prompt response nonetheless.
> Jo
>     On Monday, May 27, 2019, 06:55:53 AM CDT, David T. <
> sunfish62 at yahoo.com> wrote:
>
>  Jo,
>
> Importing such information is typically a one- time process, and the time
> it would take to programmatically process all possible situations makes it
> expensive, from a programming perspective. The development team has focused
> on other areas. I doubt any developer would take up your request.
>
> Having used gnucash for many years now, I have come to feel that the time
> spent trying to import even a complex set of investment accounts would be
> better spent creating the accounts and transactions to start up. Putting in
> this investment in time (pun intended) also helps one learn how to manage
> these accounts on a day to day basis.
>
>
> David
>
>
>   On Mon, May 27, 2019 at 17:00, Joseph Hymel via gnucash-user<
> gnucash-user at gnucash.org> wrote:   Hello,How do I import stock/bond
> mutual fund investment info from my financial planner's company website
> into gnucash software? I understand that I can setup each individual
> investment myself and have gnucash update the investments values daily,
> etc. I am interested in being able to setup the downloads of my investments
> directly from my financial planner's website (Ameriprise Financial) into my
> gnucash software.
> Is this functionally possible? If yes, how do I do it? If not, then is it
> possible for me to suggest this functionality be incorporated at some point
> in the future?
> Thanks,
> Jo
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