The new Quote Loader

Mike Bray (Quote Loader Author)'s Avatar

Mike Bray (Quote Loader Author)

01 Feb, 2020 07:22 AM

TIK has improved the security on the use of unsigned extensions. This is in build 1899 which is still in preview mode. Once it is released for general use you will see a warning message on the summary screen if you are using unverified extensions. This included all of my extensions. I have worked with TIK to get my extensions verified which includes Quote Loader. These are now available on my repository in https://bitbucket.org/mikerb/moneydance-2019/downloads/.

To verify an extension I have had to make my source code available to TIK. The author of the back end of Quote Loader (hleofxquotes) was not prepared to do this and thus I have redesigned Quote Loader to be standalone. I would like to thank hleofxquotes for his work and help in making Quote Loader an extension of choice.

I have asked TIK to add Quote Loader to the list of available extensions. This is being considered.

DerekKent23 has written/updated a PDF on how to install and set up Quote Loader. This is accompanied by a couple of videos. These assume Quote Loader has been added to the list of available extensions. Before that list is updated please download the file securityquoteload.mxt from my repository (https://bitbucket.org/mikerb/moneydance-2019/downloads/) and add it using the MD Extensions/Manage Extensions/Add from File. The updated PDF will be available shortly.

IT IS IMPORTANT THAT YOU FOLLOW THE INSTRUCTIONS ON MY WIKI (https://bitbucket.org/mikerb/moneydance-2019/wiki/Home) ABOUT UPGRADING FROM THE OLD VERSION OF QUOTE LOADER. YOU NEED TO REMOVE THE RHUMBA EXTENSION.

Showing page 12 out of 12. View the first page

  1. 331 Posted by derekkent23 on 06 Jan, 2023 02:26 PM

    derekkent23's Avatar

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

    Mike Bray has got back to me. He has fixed the historical data bug in 3057 and I have run some tests. A new build 3058 has been summited to Sean the Moneydance developer for signing and making available in due course under Extensions.

    Hope this helps.

  2. 332 Posted by derekkent23 on 06 Jan, 2023 11:03 PM

    derekkent23's Avatar

    Third-party Quote Loader Extension, Moneydance 2019 to 2022 ONLY.

    I am not support staff, just a user.

    Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance).

    For Moneydance 2019 to 2022 latest Quote Loader build is 3058

    UPDATE • Fix bug regarding retrieving historical data that crept into build 3057.

    As a signed extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.
    Simply click EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE tab, find Quote Loader and click install or update.
    Once installed re-start Moneydance - installation complete.

    Quote Loader was developed and is supported by Mike Bray.

    PDF’s and Videos by Derek Kent.

    The system provides an end to end solution, obtaining quotes from a choice of sources and entering them into the relevant Currency/Security History window, all from a single window within Moneydance. The system can obtain Security Prices, Exchange Rates, Market Indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.

    Download the attached PDF, follow the instructions on how to use Quote Loader.
    The PDF also contains links to a Quick Start Video Guide, a Short Tutorial Video and a Full Tutorial Video, all on YouTube.

    The second PDF covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

  3. 333 Posted by Mark Bowen on 07 Jan, 2023 11:49 AM

    Mark Bowen's Avatar

    Hi Derek,

    Wowzers - that was a quick turnaround!

    Just installed build 3058 and can confirm everything is working tip top!

    Many thanks to you all for the swift response.

    Regards,
    Mark

  4. 334 Posted by yardy on 16 Jan, 2023 02:59 PM

    yardy's Avatar

    Hi, I have a stock DGCFX that is not being updated in MD even though Quote loader downloads a new price from FT OK. When I look at the 'history' graph I see the only time the price changes is when I enter a transaction. When I look at any other stock I see that the price changes every week when I run QL. I tried updating the latest QL with no change. Digging further I find that this stock is listed correctly with the latest value when I look at my Portfolio in the 'Graphs and Reports' section of MD, but is not updated in the 'Security Performance' graph in Graphs and Reports.

    So it seems that different area's of MD use different stock valuation lists. Yet it is only this one stock. So this suggests that the issue is with MD not QL I am using MD 2022.5 (4091). Any suggestions on how to fix this.

  5. 335 Posted by derekkent23 on 17 Jan, 2023 10:50 AM

    derekkent23's Avatar

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

    One possibility if the same Security has been set up more than once under TOOLS – SECURITIES.
    Take a look. If you see the same ticker used for more than one security even if the security name is different then this is the issue. Report back.

    Hope this helps.

  6. 336 Posted by yardy on 21 Jan, 2023 02:08 PM

    yardy's Avatar

    Derek, You are brilliant !!! - Thank you. That is exactly what I found looking at the Securities list under Tools. Any suggestion how to fix this - do I just delete the one that is not getting updated ? Or can I merge the two files - if so how.

    Update.
    I found another discussion thread that you answered some years ago and where you suggested changing the name of the 'bad' security to xx-bad and then going through the register changing all the xx-bad transactions to xx and then removing the xx-bad security. It worked fine - thank you again for all the fine support you give to MD users even if you are 'Not Support - Just another User'.

  7. 337 Posted by dwg on 21 Jan, 2023 10:15 PM

    dwg's Avatar

    FWIW there is a merge function in the Toolbox extension that should also address this.

  8. 338 Posted by derekkent23 on 22 Jan, 2023 09:15 AM

    derekkent23's Avatar

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

    Glad you got it sorted.
    Although as you found my old method works Stuart the developer of the extension Toolbox has included a merge duplicate securities feature,

    Have Fun, Stay Safe.

  9. 339 Posted by robert.l.spauld... on 17 Feb, 2023 09:29 PM

    robert.l.spaulding's Avatar

    Any chance of having the quote loader auto run every time Moneydance is opened. I know it does it the first time, but would be nice if it updated each time the application is opened. Accounts download each time the app is open with the download in background option selected, but quotes are only refreshed one time a day. Thanks Love the extension.

  10. 340 Posted by dwg on 17 Feb, 2023 09:45 PM

    dwg's Avatar

    Once Quote Loader has a price for date it will not update that price, it has not been designed to update intra day pricing, which is what you would seem to want.

  11. 341 Posted by derekkent23 on 11 Mar, 2023 07:37 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    A new version, of Quote Loader, Version 2 is now available.
    For details see new discussion at https://infinitekind.tenderapp.com/discussions/investments/7595-quo...
    and use this new discussion for any post relating to this new version.

    Have Fun Stay Safe.

  12. System closed this discussion on 10 Jun, 2023 07:40 PM.

  13. dlemay re-opened this discussion on 29 Jun, 2023 10:38 PM

  14. 342 Posted by dlemay on 29 Jun, 2023 10:38 PM

    dlemay's Avatar

    Hello Mike;

    First of all, thank you for "Quote loader" works beautifully.

    I had a quick question, about month ago the exchange rate portion in Quote
    loader stopped functioning.

    All the quotes load correctly but there are 4 errors for the 4 exchange
    rates I selected.

    Thank you again for your work on this.

    Sincerely;

    Doug

  15. 343 Posted by derekkent23 on 30 Jun, 2023 07:21 AM

    derekkent23's Avatar

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

    I am not sure if the issue you had on exchange rates now works for you or is it still a outstanding issue?
    If its still a problem can you post the build of Quote Loader you are running, e.g. 3202
    Also a screen shot of the full Quote Loader windows so we can see the errors in obtaining exchange rates.

    Also this discussion on Quote Loader was closed to make way for a new discussion on the latest version so can you post there https://infinitekind.tenderapp.com/discussions/investments/7595-quo...

  16. System closed this discussion on 12 Oct, 2023 07:52 PM.

  17. paul.r.smith re-opened this discussion on 22 Jan, 2024 03:12 PM

  18. 344 Posted by paul.r.smith on 22 Jan, 2024 03:12 PM

    paul.r.smith's Avatar

    Hi Derek,

    Thanks for writing such an excellent add-on to Moneydance, which I have been using for a long time.

    I have recently been having trouble downloading prices for three UK ETFs

    CES1
    UB23
    UC79

    I use the FT prices for all my other lines. I tried the other prices in Quote Loader, but none work.

    Can you help?

    Regards,

    Paul Smith

  19. 345 Posted by derekkent23 on 23 Jan, 2024 09:34 AM

    derekkent23's Avatar

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

    As well as the Ticker symbol you have provided can you also provide the full name of each security plus the last price you have.

    I think I have identified your securities and got prices but I want to be sure.

  20. 346 Posted by derekkent23 on 23 Jan, 2024 10:14 AM

    derekkent23's Avatar

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

    OK I made a guess on your three securities.

    One of then CES1 is not currently supported by FT. Very occasionally a security will be unsupported for a few days then come back again.

    The other two returned prices during my tests. See first screen shot.

    In the second screen shot I changed the Source for CES1 to Yahoo+TD (you can use Yahoo+HD if you want history) and typed CES1.L into the Alt Ticker field. As you can see a price was returned.

    In screen shot three I change all sources to Yahoo+HD and added Alt Tickers to confirm Yahoo also supports the other two securities.

    If these are the wrong securities please post the extra information I requested.

    Hope this helps.

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