tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/3493-security-pricehistory-loaderInfinite Kind: Discussion 2019-03-23T10:40:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-05-13T11:08:47Z2018-05-13T11:08:47ZSecurity Price/History Loader<div><p>The two extensions above were originally written to help me load prices not available via the Quotes extension, i.e mostly UK prices.</p>
<p>Since the closing down of the Yahoo service my extensions have been used (along with hleofxquotes) as a replacement and I have made a number of changes to help accommodate different users.</p>
<p>Both extensions will load the following:</p>
<p>Securities assigned to an Investment Account for which there are registered holdings.<br>
Securities assigned to an Investment Account for which there are no registered holdings.<br>
Securities that are not assigned to an Investment Account but have the 'Show on Summary Page' flag ticked on the Security table.<br>
Currency Exchange Rates for the Base Currency which have the 'Show on Summary Page' flag ticked on the Currency table.</p>
<p>No other prices can be loaded by these extensions.</p>
<p>Please read the extensions part of my Wiki at <a href="https://bitbucket.org/mikerb/moneydance-2015/wiki/Extensions">https://bitbucket.org/mikerb/moneydance-2015/wiki/Extensions</a> for information about file structures and using the extensions.</p>
<p>Regards<br>
Mike Bray</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-08T00:44:55Z2018-08-08T00:44:56ZSecurity Price/History Loader<div><p>Hi Mike,<br>
First thank you much for making these extensions available, the alpha vantage solution has just never worked for me, multiple missing and wrong quotes each time I use it. Both of these tools you provided have worked well for me, I'm currently using the 2038 version of both of them. I can use the history loader along with the other tool to obtain quotes but have recently switched to using the price loader. I have very little experience using other investment platforms as I exclusive use Fidelity for all my investments. Fidelity provides the ability to download a CSV file for all your accounts and securities that almost works with price loader. I would naturally like to get it to work without my having to do anything beyond running price loader. The problem is price loader encounters a dollar sign $ that precedes the price which the price loader balks at. I have been getting around this by using sed (sed s/\$//g out) to remove all the $ in the downloaded CSV file which makes price loader "happy" and allows me to import the quotes. I can't imagine it would be much of a change to ignore the $ symbol, or to generalize it for various currency symbols maybe a bit more work. So I was hoping to request a modification so I could eliminate the sed step and just run the price loader on the downloaded Fidelity csv file.</p>
<p>Thanks, Ron</p></div>rfhtag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-08T06:17:04Z2018-08-08T06:17:04ZSecurity Price/History Loader<div><p>Hi Ron</p>
<p>Thanks for the vote of confidence. I can do that, though it is worth<br>
looking at a more general solution. Is your base currency USD and you<br>
just want to remove the $? Or do you have quotes in different<br>
currencies? What I can do is remove any prefix/suffix for the base<br>
currency.</p>
<p>Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-09T16:20:20Z2018-08-09T16:20:24ZSecurity Price/History Loader<div><p>Hi Mike -<br>
Also wanted to thank you for your excellent work on these extensions. They have been the only reason why I have stayed with Moneydance since all these problems have arisen with Alphavantage. I do have a question about the Security Price Loader extension: Is there a reason why there is no option to load a DATE field? I often download prices from Yahoo Finance during the trading day. My mutual funds have the previous day's closing price but ETF's and stocks have today's current price . RIght now I'm loading them in two batches and changing the date manually at the top. Is there a way around this so that the appropriate date in the .csv file could be loaded? I tried using the Security Price History extension which does include the DATE field, but it will not load today's date and defaults to yesterday for stocks and ETFs. Just wondering if there is a way around this.</p>
<p>Thanks again.</p>
<p>-AJ</p></div>bosie88tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-10T04:44:06Z2018-08-10T04:44:06ZSecurity Price/History Loader<div><p>Hi AJ</p>
<p>Let me give it some thought. I need to think about the rules. The<br>
history loader obviously uses a date. I will look at the code on this.<br>
What it does do is that if the date is newer than the last historical<br>
date it will update the current price.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-10T06:15:28Z2018-08-10T06:15:28ZSecurity Price/History Loader<div><p>Hi AJ<br>
I have just run a file through the History loader with today's date and it updated the current price and created a history record for today. Is this what you want? Try creating a file with a single record in it using today's date and load it through the History loader.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-10T17:05:26Z2018-08-10T17:05:28ZSecurity Price/History Loader<div><p>Hi Mike -<br>
Thanks for your response. I did a little experimenting. The Security Price Loader works just as I described in my previous post. But there was some odd behavior with the Security History loader. When I created a file with a single record (actually I used two - 1 stock and 1 ETF) it loaded exactly as you stated it would with the correct dates. However, when I loaded the entire .csv file with 22 entries, the history loader recorded the date as 02/08/2177 when it should have been 08/09/2018 and 02/08/2178 when it should have been 08/10/2018. I'm attaching screen captures of the original .csv and the security history loader screen in both instances. Do you know why this may be happening?</p></div>bosie88tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-11T15:21:11Z2018-08-11T15:21:11ZSecurity Price/History Loader<div><p>Please could you post the csv file. I will experiment with it.</p>
<p>Thanks<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-11T16:32:27Z2018-08-11T16:32:29ZSecurity Price/History Loader<div><p>Sure, Mike. Here it is. As I said, I get different results when I load the entire file and when I just load for instance the first and last rows.</p>
<p>-AJ</p></div>bosie88tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T01:38:02Z2018-08-13T01:38:02ZSecurity Price/History Loader<div><p>Mike,</p>
<p>Great work -- thank you. Like Ron, I have been experimenting with downloading my positions from Fidelity and then removing the USD dollar signs. The data I have looks like this:</p>
<p>"Account Name/Number","Symbol","Description","Quantity","Last Price","Last Price Change","Current Value","Today's Gain/Loss Dollar","Today's Gain/Loss Percent","Total Gain/Loss Dollar","Total Gain/Loss Percent","Cost Basis Per Share","Cost Basis Total","Type" "36753xxxxx","SPAXX**","FIDELITY GOVERNMENT MONEY MARKET",8430.720,$1.00,$0.00,$8430.72,n/a,n/a,n/a,n/a,n/a,n/a,"Cash"</p>
<p>The Last Price contains the $ sign. Removing the $ sign would be useful for me.</p>
<p>Thanks</p>
<p>MikeV</p></div>Mike V.tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T03:41:54Z2018-08-13T03:41:54ZSecurity Price/History Loader<div><p>Please download the extension again, build 2039 removes the prefix and<br>
suffix for the base currency. If you have USD as your base currency it<br>
will accept prices with a $. If GBP it will accept £.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T06:25:14Z2018-08-13T06:25:15ZSecurity Price/History Loader<div><p>Hi Mike,</p>
<p>Thanks for the update to 2039, I gave it a shot but it didn't seem to work for me. After loading the file and selecting the "select all" box at the bottom of the window nothing in the window gets a check mark but when I preprocess the file with my sed command it then likes the file. Am I missing something?</p>
<p>Ron</p></div>rfhtag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T07:37:04Z2018-08-13T07:37:04ZSecurity Price/History Loader<div><p>Hi Ron</p>
<p>Is your base currency USD and the prices contain a $? Are there any<br>
spaces in the price?</p>
<p>Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T07:51:33Z2018-08-13T07:51:34ZSecurity Price/History Loader<div><p>Hi Mike,</p>
<p>Yes my base currency is USD and yes the prices do contain a $ but there are no spaces. Attached is a CSV file downloaded directly from fidelity as an example.</p>
<p>Thanks<br>
Ron</p></div>rfhtag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T07:56:21Z2018-08-13T07:56:21ZSecurity Price/History Loader<div><p>Ron, Can't see the file<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T07:59:27Z2018-08-13T07:59:32ZSecurity Price/History Loader<div><p>That’s because I’m an idiot and forgot to attach it. Sorry!</p>
<p>Ron</p></div>rfhtag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T08:18:34Z2018-08-13T08:18:34ZSecurity Price/History Loader<div><p>Ron</p>
<p>The issue is the " " around each text field. The symbols don't match. I will have a look overcoming this.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T09:23:29Z2018-08-13T09:23:29ZSecurity Price/History Loader<div><p>Please download new build (build 2040) and retry.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T09:31:19Z2018-08-13T09:31:20ZSecurity Price/History Loader<div><p>Hi Mike,</p>
<p>A quick test indicates PERFECTION, I’m heading out to work in a few minutes but tonight I’ll give it a little more of a work out. All indications are this work just fine, thank you so much!!!</p>
<p>Ron</p></div>rfhtag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T11:49:13Z2018-08-13T11:49:13ZSecurity Price/History Loader<div><p>bosie88 I sent a reply to your message but it has not got through.</p>
<p>I ran your csv file and it worked correctly.<br>
Please could you run it again but this time before you load the data turn debugging on. Click on Help (top right), select Turn debug on/off, select Detailed. Load the data. Then post the error log on here. You will find it in c:\Users{userid}.moneydance\errlog.txt.</p>
<p>Thanks<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T16:15:34Z2018-08-13T16:15:37ZSecurity Price/History Loader<div><p>Mike - I'm attaching the error log. I loaded the file, the dates loaded incorrectly as before, but I didn't save the values as they are incorrect and I would have to manually delete them from all the securities. If you need me to save the values in order to troubleshoot this, let me know.</p>
<p>-bosie88</p></div>bosie88tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-13T18:37:16Z2018-08-13T18:37:16ZSecurity Price/History Loader<div><p>Mike,</p>
<p>Build 2040 works like magic! Thank you very much. I tested it against two brokerages and ran like a champ.</p>
<p>FYI, I have a couple of money market securities that Fidelity lists as "SPAXX*<em>", -- don't know why Fidelity adds the two *</em>. Since these are money market funds the price does not change. I was going to try to limit the compare to 5 digits, but the minimum is 6.</p>
<p>Anyway, you are da' man! Wow!</p>
<p>I am going to try Load Transactions on the Fidelity account next.</p>
<p>Thanks again.</p>
<p>MikeV</p></div>Mike V.tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-14T13:35:27Z2018-08-14T13:35:27ZSecurity Price/History Loader<div><p>Thanks bosie88</p>
<p>I will investigate further<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-16T15:47:40Z2018-08-16T15:47:40ZSecurity Price/History Loader<div><p>Hi bosie88</p>
<p>Can I ask what is your date preference set to in MD. I can create issues when the date in the csv file is in a different format than the date preference. See the 2 attached files. Both came from your csv file, one date mmddyyy.jpg was with the date preference set to MM/DD/YYYY and the other datemm.dd.yyyy,jpg is with the date preference set to MM.DD.YYYY.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-16T19:25:22Z2018-08-16T19:25:24ZSecurity Price/History Loader<div><p>Hi MIke -<br>
Thanks, you figured it out! It is a date format issue, but with Yahoo Finance, not Moneydance. My Moneydance date format is set to MM/DD/YYYY. However, when I opened the downloaded .csv file into a text editor, I saw that the dates are formatted as YYYY/MM/DD. Hence the odd looking dates in the Security Price History extension. Interestingly enough, if I open up the .csv file in Excel, make an edit, and resave (selecting the option to save it in the same format), when I reopen it in the text editor, the dates have been changed to the correct MM/DD/YYYY format. That explains why the Security History extension loaded the dates correctly after I deleted all but two of the entries.<br>
I don't see any way to make Yahoo export in a different format, and I don't want to change Moneydance's format to YYYY/MM/DD, so I guess the best solution is to just make sure to open the .csv file in Excel and then immediately resave it as a .csv in order to make the dates compatible with Moneydance.<br>
Thanks again for your help. I would have never figured this out on my own...</p>
<p>-AJ</p></div>bosie88tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-16T19:49:15Z2018-08-16T19:49:15ZSecurity Price/History Loader<div><p>I'm so glad I found this discussion. I see I'm not the only one who has been ripping out their hair trying to update security prices. I have printed out the PDF attached above and will now attempt to understand (and implement) it. It looks intimidating. Like others, I tried contacting Infinite Kind for assistance and never received an answer. Well, I'm off to exercise my brain. Wish me luck.</p></div>lddavistag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-17T04:52:01Z2018-08-17T04:52:01ZSecurity Price/History Loader<div><p>Hi AJ</p>
<p>Glad I could help, I was pulling my hair out on this one. You could set the date format to yyyy/mm/dd, upload your file and set it back, though doing the change outside MD sounds safer.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-17T04:52:39Z2018-08-17T04:52:39ZSecurity Price/History Loader<div><p>I apologize for this automatic reply to your email.</p>
<p>To control spam, I now allow incoming messages only from senders I<br>
have approved beforehand.</p>
<p>If you would like to be added to my list of approved senders, please<br>
fill out the short request form (see link below). Once I approve you,<br>
I will receive your original message in my inbox. You do not need to<br>
resend your message. I apologize for this one-time inconvenience.</p>
<p>Click the link below to fill out the request:</p>
<p><a href="https://webmail.pas.earthlink.net/wam/addme?a=lddavis@earthlink.net&id=11e8-a1d9-4e85cd1c-9a2b-00212800f034">https://webmail.pas.earthlink.net/wam/addme?a=lddavis@earthlink.net...</a></p></div>lddavistag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-17T05:14:35Z2018-08-17T05:14:35ZSecurity Price/History Loader<div><p>MikeV</p>
<p>I have uploaded build 2041 which allows you to restrict the number of characters to match to 5.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-08-17T16:55:49Z2018-08-17T17:10:04ZSecurity Price/History Loader<div><p>Mike B.,</p>
<p>Thank you. I'll go give it a whirl.</p>
<p>***** Awesome -- thank you for your efforts, I appreciate your hard work!</p></div>Mike V.tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-09-28T06:39:01Z2018-09-28T06:39:01ZSecurity Price/History Loader<div><p>The Security Price Loader has been superseded by the Quote Loader extension which combines the hleofxquotes program and the Price Loader into one automatic extension.</p>
<p>You can run the program daily, weekly, monthly, quarterly or yearly. Please read the Wiki at <a href="https://bitbucket.org/mikerb/moneydance-2015/wiki/Extensions">https://bitbucket.org/mikerb/moneydance-2015/wiki/Extensions</a> and the pdf developed by Derek Kent which can be found with the program files in <a href="https://bitbucket.org/mikerb/moneydance-2015/downloads/">https://bitbucket.org/mikerb/moneydance-2015/downloads/</a></p>
<p>Regards<br>
Mike (A user not part of MD Support)</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-09-28T06:44:26Z2018-09-28T06:44:26ZSecurity Price/History Loader<div><p>Continue to use the Security History Loader for historical prices.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-03T23:52:14Z2018-11-03T23:52:15ZSecurity Price/History Loader<div><p>Would it be possible to include in the Security Price Loader an additional field for volume?</p></div>chadtag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-04T11:01:09Z2018-11-04T11:01:09ZSecurity Price/History Loader<div><p>Chad</p>
<p>The latest build (2041) does include volume. Just download the<br>
extension and reinstall.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-10T14:29:20Z2018-11-10T14:29:20ZSecurity Price/History Loader<div><p>Mike--In a post about someone with the same security in multiple instances, you said the following:</p>
<p>If you really want to do what you ask I suggest that you give each copy of the investment different ticker ids, eg.FUSVX, FUSVX2 etc. When you have created the csv file from hleofxquotes, edit the csv file and duplicate the relevant rows changing the Ticker as appropriate. Not ideal but it should allow you to do what you want.</p>
<p>How do I edit the csv file?<br>
Thanks very much<br>
H</p></div>hsmoliartag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-10T16:18:21Z2018-11-10T16:18:21ZSecurity Price/History Loader<div><p>Once you have the CVS file, for example mdQuotes-yahoo.csv. Just use a simple editor (Mac: textedit, Windows: notepad ...)</p>
<ul>
<li>copy line with FUSVX</li>
<li>append and change FUSVX to FUSVX2</li>
</ul>
<p>From<br></p>
<pre>
<code>Price,Ticker_ISIN,Date
"95.2700","FUSVX","11/09/2018"</code>
</pre>
<p>to<br></p>
<pre>
<code>Price,Ticker_ISIN,Date
"95.2700","FUSVX","11/09/2018"
"95.2700","FUSVX2","11/09/2018"</code>
</pre></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-12T14:55:04Z2018-11-12T14:55:04ZSecurity Price/History Loader<div><p>I am not sure what you wish to achieve with having two entries for the same security. If you have the same security in different investment accounts then you only need one price update. The same price is used by both accounts. E.g.</p>
<p>Investment account one<br>
Security FUSVX</p>
<p>Investment account two<br>
Security FUSVX</p>
<p>When you load the price for FUSVX it will update both investment accounts.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-12T15:13:45Z2018-11-12T15:13:45ZSecurity Price/History Loader<div><p>My problem is that when I set up MD originally, I didn't understand the idea of different accounts for investments so that now I have for example the same security in four different listings and when I run your extension, it only updates one of them. I'm trying to find the .csv file that is alluded to above so that I can try what hleofxquotes said to do.<br>
Thanks<br>
H</p></div>hsmoliartag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-12T15:42:44Z2018-11-12T15:42:44ZSecurity Price/History Loader<div><p>Hi</p>
<p>I understand. How did you create the csv file in the first instance?<br>
What name did you give it?</p>
<p>Regards<br>
Mike</p>
<p>For example if you downloaded</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-12T16:06:56Z2018-11-12T16:06:56ZSecurity Price/History Loader<div><p>I haven't created a .csv file. I thought that the quote loader creates one from the posts that I read. If I need a .csv file, please tell me what it should come from and how I should create it. Thanks H</p></div>hsmoliartag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-12T17:57:18Z2018-11-12T17:58:04ZSecurity Price/History Loader<div><blockquote>
<p>.. please tell me what it should come from and how I should create it.</p>
</blockquote>
<p>Derek has a detail write-up on how to install and use the stand-alone tool here: <a href="http://help.infinitekind.com/discussions/investments/3036-third-party-quote-and-exchange-rate-program-from-hleofxquotes#comment_45918690">http://help.infinitekind.com/discussions/investments/3036-third-par...</a></p>
<p>A cheat-sheet version</p>
<ul>
<li>Download: <a href="https://github.com/hleofxquotes/hleofxquotes/tree/master/dist">https://github.com/hleofxquotes/hleofxquotes/tree/master/dist</a></li>
<li>Install</li>
<li>Enter symbol: FUSVX</li>
<li>Click to Update prices</li>
<li>Save result to CSV file</li>
<li>Edit CSV file</li>
<li>Use Mike "Security Price Loader/Security History Loader" to import above CSV into MD.</li>
</ul></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-12T19:28:52Z2018-11-12T19:28:52ZSecurity Price/History Loader<div><p>So would I have to do this every day? I'm looking for a way to have the four instances of the same security update daily.<br>
Thanks<br>
H</p></div>hsmoliartag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-12T19:54:49Z2018-11-12T19:54:49ZSecurity Price/History Loader<div><p>Hi H,</p>
<p>Have you considered fixing the mistake that you made of creating 4 instances of the same security?</p>
<p>It should be fairly easy to do, repetitive and time consuming probably but doable nonetheless.</p>
<p>Make a backup or copy of your data file beforehand.</p>
<p>You could rename 3 out of the 4 instances of FUSVX to 'GET RID OF THIS'.<br>
Add the actual instance of FUSVX to the 3 accounts that don't hold it.<br>
Change any transaction that displays 'GET RID OF THIS' in the 'Security' field to the actual instance of FUSVX.<br>
Finally, delete the 3 instances of 'GET RID OF THIS'.</p>
<p>Again, make sure to have a working backup or copy of your data file before making drastic changes to your data file.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-12T20:04:19Z2018-11-12T20:04:19ZSecurity Price/History Loader<div><p>I second what Kevin suggested. Fix the original "issue" once and you are done. Better in the long run.</p>
<p>But to answer your question</p>
<p>Once:<br>
Step #1, #2, #3, you do once</p>
<p>Daily:<br>
Step #4, #5, #6, #7 daily (or each time you want to update price)<br>
Step #6 to handle your special case</p>
<p>A simple Python script can help to make #6 less manual: read the original CSV file and convert to include any extra lines</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-13T14:03:22Z2018-11-13T14:03:22ZSecurity Price/History Loader<div><p>Hi H</p>
<p>I didn't appreciate that you were talking about the Quote Loader as the discussion thread is about the Security Price Loader which is a different extension.</p>
<p>As Kevin has indicated the best way forward is to correct the original error which was the creating of more than one security for the same stock. The Quote Loader can not cope with this as there is a direct relationship between Ticker in Moneydance and the Ticker on the web.</p>
<p>Obviously I don't know your personal set up but I have the same security (Stocks and funds) in different investment accounts. When Quote Loader updates the prices it updates the prices of all accounts. I suggest you try and follow Kevin's process.</p>
<p>Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-13T14:32:42Z2018-11-13T14:32:42ZSecurity Price/History Loader<div><p>Hi Mike<br>
I'm sorry that I got the two things confused. When I originally purchased MD, the stock prices just worked and it has been frustrating that they have gone about a year without fixing the problem. I do appreciate all of the work that you and the others have done to fill the gaps.</p>
<p>I have now corrected the setup of my securities in MD but again my apologies.<br>
Best<br>
H</p></div>hsmoliartag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-11-13T16:00:59Z2018-11-13T18:06:24ZSecurity Price/History Loader<div><p>MD Support,</p>
<p>Ideally, there should be a 'check' when a user enters the ticker symbol so as to not allow or to notify of duplication.</p>
<p>-Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/452735412018-12-22T10:38:16Z2018-12-22T10:38:16ZSecurity Price/History Loader<div><p>Current versions may not work on 2019. Please download the new builds if you are testing Moneydance 2019. See <a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Home">https://bitbucket.org/mikerb/moneydance-2019/wiki/Home</a></p></div>Mike Bray (Quote Loader Author)