Currency rates

david's Avatar

david

18 Aug, 2022 10:23 AM

Hi, The currency rates are no longer changing daily for some reason, even if I click "Update quotes and exchange rates now"from the dromdown Extentions list I get the green line at the bottom left of screen show as normal, but still no updates. Any ideas please?

  1. 1 Posted by dwg on 18 Aug, 2022 10:25 AM

    dwg's Avatar

    What source are you using for Exchange rates?

  2. 2 Posted by Stuart Beesley ... on 18 Aug, 2022 10:27 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    upload help/console output here

  3. 3 Posted by Dave Fairclough on 18 Aug, 2022 11:58 AM

    Dave Fairclough's Avatar

    I don¨t know how to find the source ,sorry

  4. 4 Posted by Dave Fairclough on 18 Aug, 2022 11:59 AM

    Dave Fairclough's Avatar

    I don¨t know where to find the source, sorry
    kind regards Dave

  5. 5 Posted by dwg on 18 Aug, 2022 12:03 PM

    dwg's Avatar

    Open up the Quotes and Exchange rate extension, it will be under the Extension menu option. Then towards the top there is a box where you select the source to use for Exchange Rates and another for Price Quotes.

  6. 6 Posted by Dave Fairclough on 18 Aug, 2022 12:24 PM

    Dave Fairclough's Avatar

    It says Alphavantage, the other choice on the dropdown list is European
    central bank

  7. 7 Posted by dwg on 18 Aug, 2022 12:33 PM

    dwg's Avatar

    It is a good bet that AlphaVantage is the problem, this service is getting increasingly problematic. I would suggest changing it to the ECB (European Central Bank) and retrying.

    The ECB as a source is generally pretty quick.

  8. 8 Posted by Dave Fairclough on 18 Aug, 2022 12:51 PM

    Dave Fairclough's Avatar

    Thanks for all your help, I have just tried ECB and dowload now but the
    exchange rate still not moved on screen, maybe I will just have to change
    it manually

  9. 9 Posted by derekkent23 on 18 Aug, 2022 02:12 PM

    derekkent23's Avatar

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

    If you cant retrieve exchange rates using Q & ER even with the source ECB try the extension Quote Loader.

    Ensure the currencies rates you want to retrieve are displaced on the summary page in the Exchange Rates section. To display extra rates use TOOLS – CURRENCIES double click on subject currency – EDIT and tick box SHOW ON SUMMARY PAGE.
    Install and run Quote Loader under EXTENSIONS.

    ONE TIME SET UP
    Ensure the PROCESS CURRENCY, RETRIEVE MISSED PRICES and OVERRIDE CURRENT PRICE boxes are ticked.
    Set the source for listed currencies using dropdown to YAHOO HD
    Click SAVE PARAMETERS.

    NOW
    Click GET EXCHANGE RATES.
    Once rates are retrieved tick, CLICK TO SELECT ALL LINES and click SAVE SELECTED VALUES. see screen shot of Quote Loader just before clicking SAVE SELECTED VALUES.

    For further information on the features of this extension and how to use see post 259 at
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Download the PDF’s attached to post 259 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.

    The Quick Start Video is intended to give a quick overview so the user can see if Quite loader looks like it could work for them. The Short Video expands the user’s knowledge giving more detail. The Full Video goes even further but may be to wordy for some.
    The PDF reinforces what’s leaned in the videos, provides step by step instructions, a must read and provide answers on how to handle less obvious issues some users may come across.

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

    Hope this helps.

  10. 10 Posted by Dave Fairclough on 18 Aug, 2022 03:29 PM

    Dave Fairclough's Avatar

    Thank you so much for your support and help. I am nearly there (I think). I
    have done as you suggested and I have an exchange rate on my summary page
    but, How do I know whether the rate is from dollars or Euros to the pound
    sterling? as there is only 1 line of figures on the Loader and that is in
    sterling, (yours is in US, Canadian and Euros), and I don't see how to add
    currencies so how does it know I want it quoted in Euros? The loader is set
    to update on start up but the price is staying the same although there are
    small changes every few seconds in the markets. Maybe I should just wait
    and see if it has changed tomorrow?
    KInd regards Dave

  11. 11 Posted by derekkent23 on 18 Aug, 2022 04:28 PM

    derekkent23's Avatar

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

    All Exchange Rates in Quote Loader and on the Summary Page Exchange Rates section relate to the Base Currency of the Data Set.
    In my example my Base currency is British Pounds. The New Price (Exchange Rate) for USD in Quote Loader is returned as 1.1998 thus One British Pound = 1.1998 US Dollars.

    On the Summary Page clicking the 1/X changes how the exchange rate is expressed.
    Either One British Pound = 1.19978881 US Dollars
    Or One US Dollar = 0.83348001887099 British Pounds
    See screen shot.

    You may be misinterpreting the setting AT START UP. This setting only comes into play if you are setting the AUTOMATIC RUN TYPES see PDF for more details.
    If you are triggering retrieving Rates manually you click the GET EXCHANGE RATE button to get a snap shot. Clicking GET EXCHANGE RATE button again after waiting for the source to have time to update will update the rate. Not sure why you would want to do this a frequent intervals.

    Any other questions just post.

    Hope this helps.

  12. 12 Posted by Dave Fairclough on 18 Aug, 2022 05:02 PM

    Dave Fairclough's Avatar

    Ok, thanks very much for all that information. The onky reson I was
    checking the updates frequently was to see if it was working properly
    Thanks again for all your help Dave

  13. 13 Posted by derekkent23 on 18 Aug, 2022 06:02 PM

    derekkent23's Avatar

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

    Glad I was able to help.

    Any other questions just post.

    Have Fun, Stay Safe.

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