Quotes and Exchange Rates extension

Ron Radke's Avatar

Ron Radke

14 Nov, 2020 11:10 PM

I've added some investment accounts and so would like to follow securities values with MoneyDance. I added the Quotes and Exchange Rates extension. When I click on Download Quotes and Rates now or Update Now, it seems to do something and gives me the date of the last update. But none of the values of my securities change, either from the Summary page or in the Investment accounts themselves. Am I doing something wrong. I'm pretty sure the ticker symbols are correct. I followed a page in the Knowledge Base that discussed 4 ways to update security prices including using this extension. There it said to choose AlphaAdvantage and get an API key, which I did. I still don't see that values to my securities change anywhere. Thanks for any help with this.

  1. 1 Posted by Stuart Beesley ... on 14 Nov, 2020 11:32 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    I wouldn’t use Q&ER extension. Unload it and install the Quote Loader extension. It works much better.

    https://bitbucket.org/mikerb/moneydance-2019/wiki/Quote%20Loader

  2. 2 Posted by derekkent23 on 15 Nov, 2020 08:36 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi

    To add to Stuart comments.

    Assuming you are running Moneydance 2019/2020 or 2021 the extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSION

    For information see post 63 at
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Download the PDF attached to posts 63 and have a read.

    To get an overview take a look at the YouTube videos by using the links on page 1 and 2 of the PDF.

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

    Hope this helps.

  3. 3 Posted by Ron Radke on 18 Nov, 2020 03:23 AM

    Ron Radke's Avatar

    Thanks Stuart and derekkent23 for your help. I was thinking after I posted last time that I should have said I'm using Moneydance 2017. By searching I see that there are separate versions of the Quote Loader that work with 2017 and 2019. I'm currently reading the PDF Quote Loader System by Mike Bray & hleofxquotes for V6.4. I'll try the download and post back if I need further help.

  4. 4 Posted by derekkent23 on 18 Nov, 2020 08:28 AM

    derekkent23's Avatar

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

    If at any time you upgrade to Moneydance 2021 you will find that when you install the latest Quote Loader version the are a number of enchantments, including the ability to download historical prices.

    Anyway, if you have problems just post.

    Have Fun, Stay Safe.

  5. 5 Posted by Mike Bray on 18 Nov, 2020 09:15 AM

    Mike Bray 's Avatar

    The version for MD2017 is several builds behind.  The current version
    available on the Manage Extension list works with MD 2019, 2020 and 2021
    regards Mike

  6. 6 Posted by Ron Radke on 18 Nov, 2020 03:38 PM

    Ron Radke's Avatar

    Thanks, Mike and Derek. I got this installed last night and it worked great. I have made note of the fact that I will need to upgrade Quote Loader when I upgrade my version of MoneyDance.

  7. 7 Posted by derekkent23 on 18 Nov, 2020 03:53 PM

    derekkent23's Avatar

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

    Glad the 2017 version of Quote Loader is working great for you.
    Wait to you see the 2021 version.

    Have Fun, Stay Safe.

  8. Melissa closed this discussion on 20 Nov, 2020 10:34 PM.

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