Choose where prices and exchange rates come from

Holdings with no prices usually mean no source has been chosen, not that a provider failed. A new profile has every source switched off, the ones that need no key too, because each source is a service somebody else runs, under its own terms. No prices or rates are requested until you say where the app may ask.

The second trap: you need two kinds of source, not one. With prices but no exchange rates, a holding in a currency other than your portfolio’s is not valued at a stale rate. It has no value at all, and the app says so.

Before you start

You need a profile with a portfolio, which the first guide sets up. If you already imported a broker file (import guide) and see holdings without a value, you are in the right place. Have the provider’s key ready only if you want a source that needs one; the keyless ones need nothing.

See what a source covers

Each source does a few things, and the Data sources panel lists them under its name. This table is as read from the catalogue, checked 2026-10-11, not from the providers’ own pages, so check a provider’s site for what it covers today. That the ecb and frankfurter rows give exchange rates, and in which order, is from the currency and FX reference.

Source	Prices	Exchange rates	Key
yahoo	yes	yes	none
kraken	yes (crypto only)	no	none
twelvedata	yes	yes	required
eodhd	yes	no	required
stooq	yes	no	none
ecb	no	yes	none
frankfurter	no	yes	none

The catalogue also lists openfigi (finds which exchanges an ISIN trades on, key optional), and eurostat and imf (consumer price indexes, for real returns). They are not sources of prices or rates, so they do not satisfy the two-kinds rule. Source: the catalogue at the release this guide was written against.

Two details change what you end up with. Exchange rates are asked in a fixed order: the European Central Bank for the roughly thirty currencies it publishes, a mirror of the same rates (frankfurter) if it is unreachable, then the market’s daily close (from yahoo or twelvedata) for everything else. And a currency no turned-on source knows stays missing; every figure that depends on it shows as unavailable, never as zero.

Choose sources when you set up a profile

The question is the second step of a new profile, titled “Where data comes from”, right after the portfolio’s name and accounts (or after you pick the demo portfolio). Each source is a row with an On, Off or Needs a key badge, and Turn on beside it.

1. Turn on at least one source of prices and one of exchange rates. The row’s name line says what it provides (“quotes”, “exchange rates”).
2. Press Use these sources. It stays disabled until both kinds are on, and tells you which is missing (“Pick a source of exchange rates first.”).

Select all and continue is the shortcut: it turns on every source that answers without a key, and applies the choice. That includes ones you may not want. stooq is one: the catalogue marks it off by default, with a code comment saying its CSV sits behind a JavaScript challenge the app’s HTTP client cannot pass. As of 2026-10-11 that is what the code comment says; stooq itself was not re-checked. The button still turns it on, because it switches on every source that needs no key (or already has one). Turn individual rows off afterwards under Settings, Market data.

Decide later also leaves the step. You then price the portfolio by hand, and the data chip beside the search box shows an error saying so until sources are chosen.

Choose sources later in Settings

Open Settings, then Market data. The Data sources panel is the same list. If no source of prices is on, or none of exchange rates, a banner says which and what that means (“No source of exchange rates is on, so anything held in a currency other than the portfolio’s cannot be valued. Turn one on below.”). It goes as soon as both are on. Here Turn on is the whole choice; there is nothing to save. A dialog from the data chip next to the search box asks the same question.

Each row’s host name links to the provider’s own site: that is the address the app’s requests go to. Turning a source on means that provider’s terms apply to those requests.

Add a key for a source that needs one

A source that needs a key shows Needs a key after you turn it on, and is not asked until a key is saved. Press Add key on its row and paste the key you got from that provider; it is stored encrypted with the profile’s password, so a profile without a password is asked to set one first. A saved key is never shown again, and the row offers Replace key.

The free plans have a daily request limit. The catalogue assumes 800 requests a day for twelvedata and 20 for eodhd (read in the catalogue on 2026-10-11). These are the app’s figures, not read from the providers: check the provider’s page for the current allowance. When a source’s allowance is spent, it is skipped until the next day (UTC) and the next source is asked.

Give existing instruments a price source

An instrument added while no source was on has no price source, and nothing fetches its prices even after you turn one on. The dialog and the Settings panel offer to fix it: one checkbox in the dialog (“Use for the N instruments that have no price source”), one button in the Settings banner. An instrument you gave a source of its own keeps it.

Every instrument has one price source of its own, asked first. Another turned-on source is asked only when that one fails, and only if you entered a ticker for the instrument at that source, in the instrument’s form under Fallback symbols (each source spells a ticker its own way). A fallback fills missing days and never replaces stored prices; one whose prices are in another currency, or differ from the stored ones by more than two percent, is ignored.

Add a price address of your own

If none of the shipped sources has an instrument, Add source under Your own sources describes a JSON or CSV address: its URL with placeholders for the symbol and dates, and where the dates and closes are in the answer. Press Test to try it on one symbol before saving. A source of your own can serve prices or exchange rates; a rate source is asked after every shipped one. The provider’s terms for that address are yours to read.

If something goes wrong

Prices are still missing after turning sources on. Open Settings, then Market data. The coverage table lists, per instrument, the venue, the provider and the first and last quote on file. A chart that stops in March ends there because the data does, not the market. A day without a quote uses the last one before it, never a later one.

A holding in another currency shows “unavailable”. No turned-on source knows that currency. The European Central Bank publishes about thirty; for the rest the market’s daily close is used, which only yahoo or twelvedata can give. If neither is on, turn one on.

A refresh fails. Its message names the source that did not answer, and says when it refused the key. A source that fails several times in a row is skipped for the rest of that refresh, so one dead source does not hold up the others.