tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/4914-the-new-quote-loaderInfinite Kind: Discussion 2024-02-25T17:35:57Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-01T08:31:55Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>The latest build 3021 of Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance). As a signed extension it is <strong>now available</strong> under EXTENSIONS – MANAGE EXTENSIONS.</p>
<p><strong>UPDATE from last build:</strong></p>
<p>• Automatic Update. A RESET AUTO RUN button has been added to negate the need to restart Moneydance after certain changes are made to Automatic Quote Update settings.</p>
<p>• Name changes to buttons relating to the Export Data feature, plus further error trapping messages added to help users.</p>
<p>• Change Quote Loader from a three-element system to a single extension.</p>
<p>EXISTING USERS should REMOVE (uninstall) the following extensions: Rhumba, the old Quote Loader and MD Extensions Installer under EXTENSIONS – MANAGE EXTENSIONS – INSTALLED tab.<br>
The background folder “.rhumba” is redundant, expert user can if they so wish delete the “.rhumba” folder with Moneydance closed. On installing the latest Quote Loader a new replacement folder “.qlmeta” is created.</p>
<p>• MB Extension Installer is no longer required to install Quote Loader. As a signed extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.</p>
<p>Simply click EXTENSIONS – MANAGE EXTENSIONS, find Quote Loader and click install.</p>
<p><strong>Once installed re-start Moneydance</strong> - installation complete.</p>
<p>Quote Loader was developed and is supported by Mike Bray.</p>
<p>PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant 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.</p>
<p>Download the attached PDF, follow the instructions on how to use Quote Loader.</p>
<p>The PDF also contains links to a Quick Start Video Guide, a Short Tutorial Video and a Full Tutorial Video, all on YouTube.</p>
<p>The second PDF covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>Please keep this thread to this subject on how to use Quote Loader.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-01T11:22:46Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Thanks to all involved. Excellent work. :)</p></div>robert.l.spauldingtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-07T05:54:57Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Hmmm- I thought I installed quote loader a while back (weeks), but If I see it say v3021 in the extensions list, I assume I'm cool?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-07T06:20:38Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>V3021 was released a week ago, if you installed before then it is likely you installed V3020.</p>
<p>V3021, hopefully to be soon replaced by V3023, has a completely new backend and uses a different installation method. This is to comply with the new security approach introduced in Moneydance 2019 build 1899</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-07T07:52:49Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dantdavis</p>
<p>The current build of Quote Loader is 3021, the first build using the new system, a single extension.</p>
<p>The last build of Quote Loader used in the three element Quote Loader system was build 3016.</p>
<p>3017 to 3020 were never released, they were for development and testing.</p>
<p>If you are upgrading from build 3016 or earlier or a new user follow the process at <a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader#comment_48055661">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p>
<p>A new build 3023 is imminent, watch this thread.</p>
<p>Hope this help</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-07T07:56:24Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Chuckle, that will teach me to make sure I'm looking in the right place and to make sure I'm not trying to multitask when I'm doing it ;)</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T00:34:47Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Looks like v3023 is out and I just updated to it. Thanks - a VERY necessary extension.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T07:43:09Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>@dantdavis, you are right, TIK released it over night (GMT).</p>
<p>Build 3023 has an extra psuedo currency of GBp. Moneydance stores security prices in Pounds Sterling whilst some stocks are quoted in Pence. They have currency of GBX or GBp. Quote Loader will convert these to Pounds Sterling. You will see these in the Trade Currency column.</p>
<p>Quote Loader also deals with South African Rand (ZAR) and cents (ZAX) in the same way.</p>
<p>To update Quote Loader:<br>
1. Open Moneydance<br>
2. Select Extensions/Manage Extensions from the menu<br>
3. Find Quote Loader and remove it<br>
4. Select Install against Quote Loader<br>
<strong>5. RESTART MONEYDANCE!!!</strong></p>
<p>Quote Loader should show a build number of 3023.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T08:08:27Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>The latest build 3023 of Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance).</p>
<p><strong>UPDATE</strong></p>
<p>• Fix bug related to quotes returned in British Sterling Pence from the source Yahoo.</p>
<p>EXISTING USERS using Quote Loader with a build number lower than 3021 should REMOVE (uninstall) all Extensions under EXTENSIONS – MB EXTENSION INSTALLER, lastly removing (uninstalling) MB EXTENSION INSTALLER itself by using the REMOVE buttons.</p>
<p>The background folder “.rhumba” is redundant, expert user can if they so wish delete the “.rhumba” folder with Moneydance closed. On installing the latest Quote Loader a new replacement folder “.qlmeta” is created. MB Extension Installer is no longer required to install Quote Loader.</p>
<p>As a signed extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.</p>
<p>Simply click EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE tab, find Quote Loader and click install or update.</p>
<p><strong>Once installed re-start Moneydance</strong> - installation complete.</p>
<p>Quote Loader was developed and is supported by Mike Bray.</p>
<p>PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant 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.</p>
<p>Download the attached PDF, follow the instructions on how to use Quote Loader.</p>
<p>The PDF also contains links to a Quick Start Video Guide, a Short Tutorial Video and a Full Tutorial Video, all on YouTube.</p>
<p>The second PDF covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>Please keep this thread to this subject on how to use Quote Loader.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T21:48:56Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I think you also mean for the "Rhumba (1057) yp be uninstalled?</p></div>sprimosttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T21:52:17Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Yes Rhumba should also be uninstalled.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T22:17:19Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi sprimost</p>
<p>If you follow the process outlined</p>
<p>“EXISTING USERS using Quote Loader with a build number lower than 3021 should REMOVE (uninstall) all Extensions under EXTENSIONS – MB EXTENSION INSTALLER, lastly removing (uninstalling) MB EXTENSION INSTALLER itself by using the REMOVE buttons.”</p>
<p>then one of the extensions you will uninstalled will be rhumba.</p>
<p>Then simply click EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE tab, find Quote Loader and click install or update.</p>
<p>Once installed re-start Moneydance - installation complete.</p>
<p>If you had any other Mike Bray extensions you then want to reinstall as a signed extension, you should follow the process outlined by Mike at</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/moneydance-development/2672-the-new-quote-loader-and-other-extensions">https://infinitekind.tenderapp.com/discussions/moneydance-developme...</a></p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-10T08:40:04Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Many thanks!</p></div>Scott M.tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-14T23:22:02Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Mike - not sure how often you happen to look here, but is there a problem with the bitbucket site in general? my AV is reporting two viruses when i visit the site, just visit, not download. i know the site is not yours but thought i'd ask.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-15T05:38:22Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Are you talking about my WIki or bitbucket in general?</p>
<p>I have downloaded all of the files in the downloads folder and run a virus scan against them (McAfee) I did not find any viruses.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-15T14:22:52Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I keep getting it each time i do to the download folder. so it's like a on that page NOT any particular file. So I'm obviously hesitant to download at this point in time. Sorry I can be more specific as the AV software is just reporting it only when load that page and the site just tries to install these two files. type is an HTML Exploit.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-15T15:55:23Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I am not support staff just a user.<br>
Hi Mark</p>
<p>I have one windows computer running McAfee LiveSafe and another Norton 360 nether report a issue. I have tried Google Chrome and Microsoft Edge.</p>
<p>What AV are you running? What browser, perhaps try a different browser. What computer operating system. Can you paste the web address?<br>
Were you hopping to download a file, if so which file?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-16T10:06:28Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I think it is a bitbucket/your AV issue. My content seems to be OK and I don't get any issues. My AV is McAfee.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-16T15:25:54Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I'm beginning to think the same thing as it's only on bitbucket and only in that one folder. I'm using ClamXAV on my Mac!<br>
Mike, thanks for looking and sorry to have been an alarmist. I so appreciate the work you've put into Quoteloader and it's previous incarnation!</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-17T12:36:45Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Derek - to answer your questions, i'm on a Mac, use ClamAV as my malware/AV and generally use Safari. I tried this morning with Chrome and well i had not issue reported by Clam when i visited Mike's download page. And obviously this is a moot point since i don't need to install quote loader now any other way but through MoneyDance Extension Manager.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-17T13:51:22Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I am not support staff just a user.<br>
Hi Mark</p>
<p>Thanks for taking the time to reply.</p>
<p>I agree for Quote Loader Manage Extension is the way to go. However, Mike has other signed extension on his site which at some point you or others may want to use and they are not in Manage Extension. The fact that your AV does not have an issue when Chrome is used further suggest your AV gives a false positive with Safari. Not an AV expert.</p>
<p>Have Fun.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-18T21:09:57Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Is there a "Using Quote Loader" thread or pdf anywhere? EDIT - found the main pdf file in this thread. Thanks.</p>
<p>I saw someone ask about mutual funds today, and I have a similar question about bonds/cds and their "implied value" (i.e. 100 vs what they are selling at).</p>
<p>I have a Microsoft 5.2% note - but the ticker just says 7304604. I'm not sure how to make this actually work, but it may or may not be simple.</p>
<p>Similar question about Money Market funds that tend to stay at 1.00 like VMFXX - I probably don't need those updated ;), but just wondering how to make things like that "work" vs. disabling them.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-19T07:53:49Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Hi @dantdavis, basically if you can find what you are interested in on<br>
yahoo.com or ft.com then Quote Loader can load the price. Go to those<br>
respective sites in your browser and try to find the security/fund you<br>
are interested in by name and copy the returned Ticker.</p>
<p>Quote Loader takes the ticker provided in MD and looks up the price on<br>
the selected source in the same way you do using a browser. If Yahoo or<br>
FT have the price I can load it.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-24T20:31:37Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Mike/Derek - I get an error "Error loading current build numbers file" when I try to load the MB Extension Installer to uninstall the unsigned QL components. In the MB log, I see:</p>
<p>MB Extension Installer>INFO:20:27:26-AWT-EventQueue-0(CopyFile,loadModulesFile) Error downloading buildnumbers.csv</p>
<p>What should I do?</p></div>Mezzaninetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-24T21:32:25Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Mezzanine</p>
<p>Don’t try to install “MB Extension Installer”.</p>
<p>Under EXTENSIONS – MANAGE EXTENSIONS – INSTALLED, if installed, uninstall (Remove) rhumba and Quote Loader then reinstall Quote Loader from under EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE and close and reopen Moneydance.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-25T08:41:47Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>Hi Mezzanine<br>
Due to changes within MD I have had to retire the MB Installer, so as Derek has pointed out please remove Quote Loader and Rhumba from the list of installed extensions and then reinstall Quote Loader from the list of Available Extensions.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-03-17T14:04:41Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>@derekkent23 ...</p>
<p>Many thanks - Quote Loader did the trick ...</p>
<p>PS; latest version of Moneydance and macOS ...</p></div>Adam Bellchamberstag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-03-17T14:09:14Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Adam</p>
<p>Glad Quote Loader has worked for you.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T08:16:16Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>The latest build 3024 of Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance).</p>
<p>UPDATE<br>
• Fix bug related to quotes returned for indices from the source Yahoo.</p>
<p>• Improve method for selecting exchanges in the Exch Mod box and using the Test Security feature. See section 2. on page 6 of the PDF Quote Loader Extension by Mike Bray Moneydance 2019 V8.1. If Test Security fails to return data a Fail message is now displayed.</p>
<p>• Update PDF “Quote Loader Extension by Mike Bray Moneydance 2019” to V8.1.</p>
<p>EXISTING USERS using Quote Loader with a build number lower than 3021 should REMOVE (uninstall) all Extensions under EXTENSIONS – MB EXTENSION INSTALLER, lastly removing (uninstalling) MB EXTENSION INSTALLER itself by using the REMOVE buttons.<br>
The background folder “.rhumba” is redundant, expert user can if they so wish delete the “.rhumba” folder with Moneydance closed. On installing the latest Quote Loader a new replacement folder “.qlmeta” is created. MB Extension Installer is no longer required to install Quote Loader.</p>
<p>As a signed extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.<br>
Simply click EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE tab, find Quote Loader and click install or update.<br>
Once installed re-start Moneydance - installation complete.</p>
<p>Quote Loader was developed and is supported by Mike Bray.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant 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.</p>
<p>Download the attached PDF, follow the instructions on how to use Quote Loader.<br>
The PDF also contains links to a Quick Start Video Guide, a Short Tutorial Video and a Full Tutorial Video, all on YouTube.</p>
<p>The second PDF covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>Please keep this thread to this subject on how to use Quote Loader.</p>
<p>Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T08:59:30Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>Derek</p>
<p>Just to check ...</p>
<p>I was on QL v 3023 - when I clicked on Check for new updates/extensions and selected QL it instantly upgraded to v 3024 ...</p>
<p>So I don’t need to do anything else, right?</p>
<p>Thanks ...</p>
<p>With kind regards</p>
<p>Adam Bellchambers<br>
Email: <a href="mailto:adambellchambers99@btinternet.com">adambellchambers99@btinternet.com</a><br>
Mobile: +44 (0)7802 461444</p>
<p>Sent from my iPad</p></div>Adam Bellchambers