Morgan Stanley is running an OFX server. I'd see if I could get online banking to connect with it and download that.
I haven't tried it as I don't have an account there, but I think all the info you need to set it up is here: https://www.ofxhome.com/index.php/institution/view/500 I was able to download the profile with ofxget from ofxtools and it promises to support investments. Good luck, Steve On Sun, 2023-01-22 at 06:29 -0500, Ed Greenberg wrote: > I have a portfolio at Morgan Stanley which generates some dividends, > income, cap gains distribution, etc. All sorts of odd transactions. > MS > does not offer a QFX/OFX, but only an excel download which is > inadequate > for import. Near as I can tell. > > Does anybody have suggestions for interacting with Morgan Stanley? > > I'm considering writing a transformation program that will read the > csv > and rewrite it in a more importable set of csv columns. Or just > biting > the bullet and keying it all in manually. > > On the other hand, what procedures have people developed to track > just > the asset value of the entire portfolio and update it each month? > > Thanks, > > Ed Greenberg > > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
