Price Update

Colin Verry's Avatar

Colin Verry

22 Oct, 2019 08:55 AM

Good Morning.

My Mac is now catalina. I notice that my investment prices have not updated since this upgrade. Is this me or a problem?

Regards

Colin.

  1. Support Staff 1 Posted by Maddy on 22 Oct, 2019 12:09 PM

    Maddy's Avatar

    Hi Colin,

    We are sorry to hear about the problem you have encountered.

    Can you check you're running the latest version of the Quotes and Exchange Rates extension? To do this, choose Extensions --> Manage Extensions. The latest version of the extension is v.1024. You should see an 'Update' button if you're using an older version, or remove the extension and re-install.

    Can you also check which version and build of Moneydance you are running?
    To do this, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

    Moneydance previously obtained rates using Yahoo, but unfortunately they stopped supporting downloads to third party applications in the last year or so. Since then we've been trying to locate other services we can include, but few are free and reliable. We currently use Alphavantage and IEX Trading.

    Alphavantage worked well for some time, but recently changed their services and introduced a premium membership. This has limited the number of downloads per minute for free accounts, so you may find the updates are slower.
    We've included IEX trading as another source for updating rates. This website includes a list of eligible symbols IEX trading uses - https://iextrading.com/trading/eligible-symbols/

    Recently, a knowledgeable Moneydance customer and developer (Mike Bray) has created a third party extension called 'Quotes Loader'. This extension doesn't adhere to the same limitations as the program and is able to connect with Yahoo. You can find more information about the extension in this thread(the latest free third-party Quote Loader is post 205) from the public discussion board.
    Download the PDF attached to post 205 and have a read.

    To get an overview take a look at the YouTube video by using the link on page one of the PDF.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Colin Verry on 23 Oct, 2019 07:48 AM

    Colin Verry's Avatar

    Good Morning (in England)

    Moneydance version 2019.3 (1890), which update says is correct.

    Q & R Updater version v1024.

    I don't think that it is a coincidence that my Mac updated on the 16th and the last Q & R updates are dated the 15th.

    Kindest regards

    Colin Verry.

  3. 3 Posted by derekkent23 on 25 Oct, 2019 02:20 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Colin.

    The last build of 2019.3 was 1880 not 1890 a typo? At time of post the preview build is 2019.4(1892). In any event 2019.3 or 2019.4 Q & R updater should work.

    I am also a UK investor and the Quote and Exchange Rate updater extension has poor coverage of my securities.

    If the Quote and exchange rate updater does not work well for you try the free third-party Quote Loader. Both of the sources in the Quote Loader have good coverage of worldwide securities.

    See post 205 at https://infinitekind.tenderapp.com/discussions/investments/4039-quo...

    Download the PDF attached to posts 205 and have a read. To get an overview take a look at the YouTube video by using the link on page 1 of the PDF.

    Let us know how you get on or if you need help just post.

    Hope this helps.

  4. 4 Posted by Colin Verry on 26 Oct, 2019 08:55 AM

    Colin Verry's Avatar

    Thanks very much. As you say I actually update from Yahoo manually to keep track.
    COLIN

    Sent from my iPhone

    > On 25 Oct 2019, at 15:20, derekkent23 <[email blocked]> wrote:
    >

    

  5. 5 Posted by derekkent23 on 26 Oct, 2019 09:06 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Colin.

    Does this mean you have tried Quote Loader?
    Have you had any problems using it?
    Have you tried both sources?

  6. 6 Posted by Colin Verry on 26 Oct, 2019 10:39 AM

    Colin Verry's Avatar

    I am in Bournemouth on a weekend break will try all options when I get back to Kent

    Sent from my iPhone

    > On 26 Oct 2019, at 10:07, derekkent23 <[email blocked]> wrote:
    >

    

  7. 7 Posted by derekkent23 on 26 Oct, 2019 10:41 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Colin.

    Have Fun.

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