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Re: TSP share prices for Quicken

LadyGeek, sorry, I didn't notice your message. The script is here , but the recent TSP site update broke it - my copy kept working only because it already had a fully populated history file ( link ). I'll take a look and see if I can hack up something that retrieves and parses TSP's new CSV download...
by Simbilis
Sat Jul 19, 2014 8:55 am
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

peddler12 wrote:Is there a reason that the CSV file has not updated for six days?

I forgot to restart the Dropbox agent. Sorry...
by Simbilis
Thu May 08, 2014 8:35 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

Actually, they improved their site and made my kludgy scrape (almost) obsolete.

Don't worry :happy . My code will probably continue to work for the foreseeable future. If not, though, it's much easier now for someone else to reimplement it.
by Simbilis
Thu Mar 27, 2014 10:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

Ok, fixed, but not in a very robust way. It'll work for the time being, though.
by Simbilis
Thu Mar 27, 2014 9:14 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

I spoke too soon. This must be the first day it's been available, because it's definitely broken the script - no prices after the 3/26 close. If it's not hard to fix, I'll do a manual refresh tonight.
by Simbilis
Thu Mar 27, 2014 9:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

Hi I have Quicken 2014 and your file has worked perfectly. Not sure why he can't use. I thought Peddler was talking about the TSP file :confused Peddler, if you meant that you can't import the file provided by TSP Share Price History page, then my previous answer applies. If you meant that you can'...
by Simbilis
Thu Mar 27, 2014 8:13 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

peddler12 wrote:I tried importing this file into Quicken 2014. I was unsuccessful. Anything I can do to get it to work?

You'll need a script to convert it from its current format to something Quicken can read. You could use a spreadsheet to reformat it by hand, but that kind of defeats the purpose.
by Simbilis
Thu Mar 27, 2014 8:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

Looks like the TSP site now supports CSV downloads, but not in Quicken's preferred format. I'll leave my scrape up for now, but I expect that there'll be any number of conversion scripts soon.

Kudos, FRTIB :beer

Sim
by Simbilis
Thu Mar 27, 2014 7:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

I've finally captured a complete year of financial history in sufficient detail that I can do a clean conversion from Quicken 2013 to GnuCash . GnuCash is free/libre, and has both its own TSP site scraper (Finance::Quote::TSP) and a Python API that lets me feed it quote data directly. Also, it isn't...
by Simbilis
Wed Mar 05, 2014 10:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

Right now, I know of no other way than doing it manually.

It may be possible to scrape it from the "Recent Transactions" page or the quarterly statement PDF, but I haven't really looked at that. For the time saved, it doesn't seem worth it.
by Simbilis
Sun Feb 16, 2014 12:09 am
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

I'm not sure I understand your question. The linked CSV file is updated at the end of every trading day just after the TSP site is updated. You can see on the Dropbox site how long it's been since the last update. You need to download a fresh copy (using the same link) and import it into Quicken eve...
by Simbilis
Tue Feb 11, 2014 5:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

Could you provide me some info as to how to use the script as well? Never used one before. You're in luck - you don't need the script. The CSV file is updated every trading day within 10 minutes of when the TSP share prices are published. Just download and import it using "File/Import/Import s...
by Simbilis
Sat Jan 25, 2014 1:13 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP I Fund

I use the TSP's advantages much the same way you do, trying to minimize the overall expense ratio of all my holdings. My entire fixed income allocation is in the G fund, and a significant part of my international equities share is in the I fund. The balance of my international equities and all domes...
by Simbilis
Fri Dec 06, 2013 11:31 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP I Fund
Replies: 12
Views: 935

Re: Social Security - Why Delay ?

According to this article in the New York Times, you can actually have it both ways. It's a 2008 article, so it's possible the rules have changed.
by Simbilis
Tue Feb 05, 2013 5:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: Social Security - Why Delay ?
Replies: 145
Views: 5680

Re: TSP share prices for Quicken

TheMightyQuinn wrote:Right now instead of saving the file I open it in Excel and then save it. After that the import works every time.


Could you please download the CSV version (link removed, see above) and see if it works without the Excel step?
by Simbilis
Mon Feb 04, 2013 9:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

Strange. The spreadsheet updated last night with the correct prices however when I import into quicken it gives me strange prices around 1/2 of what they should be. I'm not sure the cause since the spreadsheet prices are correct. I finally replicated this defect. It turns out that Quicken sometimes...
by Simbilis
Sat Feb 02, 2013 11:50 am
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: Rebalancing from 80/20 to 70/30, whining

retiredjg: Agreed. Thanks again for the thread link.

scone: If the US has a Japan-style slump and stagnation, I'll be too terrified to retire or spend any of my portfolio - my family will need it. I'll probably work until they have to scrape me out of my chair.
by Simbilis
Tue Jan 29, 2013 11:16 am
 
Forum: Investing - Help with Personal Investments
Topic: Rebalancing from 80/20 to 70/30, whining
Replies: 28
Views: 2361

Re: Rebalancing from 80/20 to 70/30, whining

All my debt is at 2.75% or less, and my only bond holdings are in tax advantaged accounts. We're paying off our remaining mortgage balance over 5 years, but for peace of mind, not for the best marginal return.
by Simbilis
Mon Jan 28, 2013 9:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Rebalancing from 80/20 to 70/30, whining
Replies: 28
Views: 2361

Re: Rebalancing from 80/20 to 70/30, whining

VTSAX and TSP C aren't 80% of my portfolio, it's just that exchanging 25% of those two holdings for bonds will balance things out. The math is as right as Google Spreadsheet can make it :happy I've been through two market crashes already. However, 8-9% > 4-5%, so it follows ineluctably that stocks a...
by Simbilis
Mon Jan 28, 2013 8:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: Rebalancing from 80/20 to 70/30, whining
Replies: 28
Views: 2361

Re: Rebalancing from 80/20 to 70/30, whining

BolderBoy et al: Selling high and buying low - that works for me! I love that perspective. CABob: I'm not exactly rebalancing, it's more just balancing. Up until recently, I had no IPS and no clear idea of my risk tolerance or asset allocation. By happenstance I was making some reasonable choices li...
by Simbilis
Mon Jan 28, 2013 7:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: Rebalancing from 80/20 to 70/30, whining
Replies: 28
Views: 2361

Rebalancing from 80/20 to 70/30, whining

It's time to sell 25% of my VTSAX and TSP C Fund, and buy VBTLX and TSP G and F Funds. This feels like selling off diamonds to buy manure, or at least I think it would if I had any diamonds. For those who've done a major rebalance like this, how did you bring yourself to do it? I can't type well whi...
by Simbilis
Mon Jan 28, 2013 2:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Rebalancing from 80/20 to 70/30, whining
Replies: 28
Views: 2361

Re: TSP share prices for Quicken

It would be better to post them in native CSV anyway. I just used a Google docs spreadsheet because I don't have any other way to publish it.

I'll look around for a convenient host.
by Simbilis
Wed Jan 23, 2013 5:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

Those prices are the earliest ones in the file (June 2 2003). I don't think it's the price data - Quicken is somehow picking up the wrong date, and using that to price your TSP portfolio. Changing the import file name *shouldn't* have any effect. Quicken has behaved oddly for me too, though - tempor...
by Simbilis
Fri Jan 18, 2013 7:38 am
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

Weird. I don't see that problem for the funds that I hold. Can you tell which funds have the wrong prices and for what period(s), according to Quicken?
by Simbilis
Thu Jan 17, 2013 8:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

TheMightyQuinn wrote:How often do you plan on updating it?


I'm just updating it now with today's prices. This weekend I'll rewrite the script to update the spreadsheet directly, and then it'll be synced every day as soon as the TSP site's prices are updated (roughly).
by Simbilis
Fri Jan 11, 2013 11:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

I've been in the same boat for years. There is no good solution. Well, except scraping TSP's site for the prices :happy See Google spreadsheet link above. It is a mystery to me who Mint can manage to do this and not Quicken since Quicken bought Mint a year or two ago. I guess it is as the previous ...
by Simbilis
Mon Jan 07, 2013 11:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: TSP share prices for Quicken

[Revision of previous uninformed response]

Looks like Intuit is demanding a huge licensing fee for QFX from TSP, and TSP is ignoring them. That leaves us stuck. Might be time to look at GnuCash, although that won't help with the TSP problem.
by Simbilis
Sun Jan 06, 2013 10:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

TSP share prices for Quicken

I couldn't find an up-to-date source for TSP fund share price data in a format that could be easily imported into Quicken, so I wrote a script to scrape it directly from the TSP Share Price History page . Edit #2: Moved the CSV file to Dropbox. I'll be keeping it up to date, since I need it myself. ...
by Simbilis
Sun Jan 06, 2013 1:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSP share prices for Quicken
Replies: 51
Views: 5618

Re: 529 and asset allocation questions

I revised our AA for now to: ⋅ 15% TIPS ⋅ 15% Bond Index ⋅ 35% US Stock Index ⋅ 25% Int’l Stock Index ⋅ 10% REIT Index And tried out the Voyant calculator - definitely the most comprehensive and comprehensible I've worked with so far. Now to go do th...
by Simbilis
Sun Dec 23, 2012 4:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: 529 and asset allocation questions
Replies: 8
Views: 735

Re: 529 and asset allocation questions

I'm embarrassed to admit that I just discovered 529's. Glad there aren't any obvious gotchas. The TSP G Fund isn't really TIPS - for my tax deferred savings, it's better. It has nearly the same interest rate, but with no principal risk. However, I do like I-bonds for the emergency fund if the rate c...
by Simbilis
Thu Dec 20, 2012 5:31 pm
 
Forum: Investing - Help with Personal Investments
Topic: 529 and asset allocation questions
Replies: 8
Views: 735

Re: 529 and asset allocation questions

How would you characterize your job security until retirement age? For example, I think a tenured professor could easily ride with that AA. I didn't realize how tough that question was until I started typing what I thought would be a simple answer :) Thanks for making me quantify that. 70-75% of ou...
by Simbilis
Thu Dec 20, 2012 2:48 pm
 
Forum: Investing - Help with Personal Investments
Topic: 529 and asset allocation questions
Replies: 8
Views: 735

529 and asset allocation questions

I'm working on getting our personal finances sorted out after years of willful ignorance and benign neglect. Thanks to the wonderful information here on the wiki and forums, I think I'm making progress. However, I'd be grateful for an informed spot-check on a few things. Our finances in a nutshell: ...
by Simbilis
Thu Dec 20, 2012 1:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: 529 and asset allocation questions
Replies: 8
Views: 735

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