Updating Market Prices
I am having problems with updating my portfolio, keep getting the 403 error message. Does anyone else have this problem?
Date: 2 Dec 2017
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1 Posted by Randy Mackie on 02 Dec, 2017 11:19 PM
Suggest you search the forums with search term 403....there are many many posts/threads on this topic since November. Yahoo shut down their service and IK has been working on a replacement. You can update prices with a csv file downloaded from, for example, finance.yahoo.com, or try the beta software mentioned in many of the other threads.
2 Posted by derekkent23 on 03 Dec, 2017 11:51 AM
I am not support staff, just a user.
There is a beta version of the Q & ER extension out from Sean the lead software developer which uses Alpha Vantage instead of Yahoo. See https://infinitekind.com/tmp/yahooqt.mxt Remove the old extension and install the new one. Make sure it ends in “.mxt” not “.zip after you download it. Edit zip if required. You must also be running the latest preview build of 2017 downloaded from https://infinitekind.com/preview
You will be asked to get and enter an Alpha Vantage Key when you first open the extension.
Hope this helps
3 Posted by Tom Freeman on 04 Dec, 2017 12:37 AM
Unfortunately Yahoo has turned off their price/rate downloading to third party apps. Our lead developer is working on a solution now and we hope to have an update available for the extension very soon. Sorry for the inconvenience this has caused. I have flagged this discussion so we can notify you as soon as this has been resolved and the update is available.
As Derek states there is a beta version of the extension with a new quote provider. If you are uncomfortable using the beta, we are hoping to go live with a stable version soon.
Tom Freeman
Infinite Kind Support
4 Posted by Noname on 04 Dec, 2017 12:47 AM
Tom, will the new extension work with MD 2014?
5 Posted by Tom Freeman on 04 Dec, 2017 12:53 AM
I believe the intention is to have it work on older versions. It shouldn't be much work to update the extension for older versions. The developers are just trying to get all the bugs resolved with the current extension version.
Tom Freeman
Infinite Kind Support
6 Posted by Noname on 04 Dec, 2017 12:57 AM
That's great news. And thanks for the quick reply.
7 Posted by rennis13 on 04 Dec, 2017 02:58 AM
Tom,
Thank you for your response. I upgraded to a newer version and was not pleased initially. After working with it, I have found it to be a bit of an improvement. All the visuals, bells, and whistles of some well known software only cause more computer work. Moneydance's simplicity was why I purchased it initially. Thanks again,
Jean
----- Original Message -----
8 Posted by dwg on 04 Dec, 2017 03:27 AM
As I see it, while it is probably not too difficult or time consuming to update the older extension once all the kinks are ironed out, if the use of AlphaVantage requires a new certificate to be added to Moneydance itself that could be real problem with older releases as I would suspect TIK would not be too keen on doing that.
On a related theme I've noticed a couple of python scripts for bringing down and loading prices from AlphaVantage, does using scripting also require the security certificates?
9 Posted by ed delet on 05 Dec, 2017 11:10 AM
Unfortunately the process indicated:
1-download: https://infinitekind.com/tmp/yahooqt.mxt
2-running the latest preview build of 2017 downloaded from https://infinitekind.com/preview
3 I got an alpha vantage key and
I have Alpha Vantage in quotes and exchange rates
but no downloading
In the console I read: "Import error: skipping invalid line:" Error Message ":" Please make sure your API key is valid. Alternatively, claim your free API key on (https://www.alphavantage.co/support/#api-key). It should take less than 20 seconds, and is free permanently. "And this in several lines
-How to remove the clae API and give another one?
On the other hand the quotes are US ? or too all other contry like PARIS
Thank you
10 Posted by derekkent23 on 05 Dec, 2017 01:19 PM
I am not support staff just a user.
At the moment I don't think there is a way to change a entered key. I think it is stored within your data set. I have posted on Sean's Slack channels suggesting he adds a reset button so a new key can be entered. Until he does, I think you are stuck. Unless you have a backup you can restore, a backup before you added the key.
If you post the name and symbol and exchange of say three sectaries I can test them for you.
Hope this helps.
11 Posted by runewh on 05 Dec, 2017 01:24 PM
Thank you Derek. Since I am new to MD, I only had a file with very little
data entered, soooo I created a new file and was able to enter the key
correctly. Was surprised to find out that the key was case sensitive.
Thank you for your help!
12 Posted by ed delet on 05 Dec, 2017 02:46 PM
Thank you Derek
If you can test symbol market : EURONEXT-PARIS like RNO, ALO, RMS, LVMH
And I can not find in: Extensions Management list he name of the extension "STOCK QUOTE SYNCHRONIZER" contained in "yahooqt.mxt" ..
thank you
13 Posted by derekkent23 on 05 Dec, 2017 03:22 PM
I am not support staff, just a user.
Under EXTENSIONS _EXTENSION MANAGER the version of Q & ER should be v007.
When I run Q & ER I get the following results
RNO returned €85.31, ALO €34.34, RMS €435.7 however it did not return any data for LVMH all set for Exchange Euronext – Paris.
There is a third party standalone tool into which you can enter a list of symbols and it returns the current Quote Prices. Once entered they are remembered for the next time. This tool works on UK funds stocks and other European Securities. See screen shot for the results of your securities.
This is great for me as I hold mainly UK funds that are in the main not supported by Alpha Vantage. This tool is still at the beta stage of development, but works. You can then export as a CSV file containing all the prices. The only thing is you to need to have java loaded on your computer, as it is a java program. But that was not a problem download from java.com Official Site.
You can then use the Security Price Loader extension from Mike Bray to import the data into Moneydance.
If you won’t more information on this tool just post.
Sorry I don’t understand your question “And I can not find in: Extensions Management list he name of the extension "STOCK QUOTE SYNCHRONIZER" contained in "yahooqt.mxt"”?
Hope this helps
14 Posted by francis.inman on 05 Dec, 2017 04:40 PM
Great got mine working now I had input my api code wrong, was able to use a 4 day old backup of my data file, it then asked my to reinput api code. Backup files for moneydance are held in user account, moneydace, backups.
15 Posted by ed delet on 05 Dec, 2017 05:13 PM
@derek
you:"Sorry I don’t understand your question “And I can not find in: Extensions Management list he name of the extension "STOCK QUOTE SYNCHRONIZER" contained in "yahooqt.mxt"”?" t
My ; look derek2.png above:
---> the extensions named "STOCK QUOTE SYNCHRONIZER" download in yahooqt.mxt is not
---> in list extensions screenshot derek1
And where find tool you are talking about (make >CSV file)
Thank you for your help!
16 Posted by derekkent23 on 05 Dec, 2017 05:59 PM
I am not support staff, just a user.
Yes, install the item in your screen shot. It has just been updated to include a way to retrieve an entered Alpha Vantage key. Now v008
There is a third party standalone tool into which you can enter a list of symbols and it returns the current Quote Prices. Once entered they are remembered for the next time. This tool works on UK funds and two of the three test securities you provided. This is great for me as I hold mainly UK funds that are in the main not supported by Alpha Vantage. This tool is still at the beta stage of development, but works. You can then export as a CSV file containing all the prices. The only thing is you to need to have java loaded on your computer, as it is a java program. But that was not a problem download from java.com Official Site.
Download the hleofxqoutes program from
https://github.com/hleofxquotes/hleofxquotes/blob/master/dist/test/...
Right clicking on the Price window allows you to save a CSV file. You can then use the Security Price Loader extension from Mike Bray to import the data into Moneydance. See https://bitbucket.org/mikerb/moneydance-2015/wiki/Home
If you won’t more information on how to use this tool just post
Hope this helps
17 Posted by ed delet on 05 Dec, 2017 06:55 PM
Thank derek
but
the file hleOfxQuotes-gui-Build_20171201_160…
I don’t save to CSV file only OFX
/ Where is my mistake
I am grateful for all your help
ed
18 Posted by derekkent23 on 05 Dec, 2017 07:05 PM
I am not support staff, just a user.
In the price window right click on one of the results to give a menu MD – Save CSV
Hope this helps
19 Posted by cwieczorek on 05 Dec, 2017 07:14 PM
Thanks for the beta version of the stock quote updater. It looks like it's working fine for me.
-Chris
20 Posted by ed delet on 05 Dec, 2017 07:27 PM
@derek
It works
good
thank for your help
and in download the update Good with set API Key i change my serial and EUREKA
It download quotes
Good job for the team
21 Posted by ed delet on 05 Dec, 2017 07:30 PM
Thanks for the stock quote updater.
The button SET API KEY was a good thing
It looks like it's working fine for me
Well done!
team of hell
22 Posted by sprimost on 06 Dec, 2017 12:01 AM
I am not a support staff, just a user.
The best and tried/true way of doing this is to File-> Export Backup to
a common directory on the first computer (one that you can move to the
new computer or share*). Once you move the file to the new computer,
important that you rename it to what you want the data to be (and not
the archive name). Locate the file on the drive that you feel most
comfortable with.
Note. It has a habit of building the directory of files for MD as a
subdirectory. This way you could have multiple versions of your data
depending on when you did the export/import. Typically, I build my
directory structure as --
1st level (off of root (or C: drive) as Finances
2nd level as Finances+Finance Data (+ indicates the slash is different
for Linux vs. Windows vs. Mac) for your data
Finances+MoneyDance-20xx for all of the software including
any special extensions
Finances+Backup for the back copy of the export. The
backup copies of the data always goes on a separate drive from C or
root, like a thumb drive....you never know!
3rd level as Finances+Finance Data+name and version is the directory
that will be created when you import the backup.
On the 2nd computer, do a File->Import from Backup (it might take a
couple of minutes depending on the amount of data. You will need to
re-enter your product key. The IK license terms are very friendly, but
you should read them.
*If you put it on a share, you should delete it (really erase it) since
the file is not password protected.
Hope this helps. (I have been doing this for years across any number of
computers and OS's)
Steve Primost
23 Posted by derekkent23 on 01 Jan, 2018 11:43 AM
I am not support staff, just a user.
For anyone who is interested take a look at this thread on a third-party Quote and Exchange Rate Program from hleofxquotes.
http://help.infinitekind.com/discussions/investments/3036-third-par...
Hope this helps.
24 Posted by edeleted on 01 Jan, 2018 11:44 AM
Désolé, Vacances
System closed this discussion on 02 Apr, 2018 11:50 AM.