tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/3771-third-party-quote-loader-systemInfinite Kind: Discussion 2020-02-01T08:58:00Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-09T10:22:09Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>Nothing new running MD in debug mode - logging to the terminal window shows the same messages as in the console log I'm afraid.</p></div>Mezzaninetag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-09T10:24:03Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>Thanks for the error log. Interesting Rhumba is compiled by the author of hleofxquotes and I compile securityquoteload. None of the flags have changed on my part. The error log unfortunately does not give me much help. I will dig further.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-09T10:29:27Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>Hi Mezzanine</p>
<p>Try renaming the files to remove the (2). I think you have downloaded the files twice into the same folder.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-09T10:30:35Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>I have just recreated the problem after a suggestion from Derek. MD doesn't like the (2) in the file name.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-10T17:37:18Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>Thanks all - removing the suffix so that the filename matches the module name works fine. I'd already tested removing the brackets/number and using _.mxt but this had also failed so I moved on. It appears that if the module filename doesn't exactly match the module name, then loading it into MD fails with a NULL pointer.</p>
<p>If this is intentional behaviour (right now I can't see the value), MD should issue an appropriately worded error rather than failing with a NULL pointer dereference.</p></div>Mezzaninetag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-11T06:44:31Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>Third-party Quote Loader System</p>
<p>I am not support staff, just a user.</p>
<p>NEW BUILD RELEASE<br>
1. Fix bug introduced with build 2058 of securityquoteload.mxt . Click to select all lines button not responding correctly.</p>
<p>securityquoteload.mxt - New Build 2059<br>
rhumba.mxt – New Build - Build 1034<br>
hleOfxQuotes.jar - No Change - Build 225</p>
<p>To receive Email updates on this thread, ensure the box at top right of page has been set to SUBSCRIBE.</p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<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, use the links to download the Quote Loader system elements and follow the instructions on how to use. The PDF also contains a link to a tutorial on YouTube.</p>
<p>The Link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>You must also update to at least the latest released build of Moneydance 2017 at <a href="https://infinitekind.com/download-moneydance-personal-finance-software">https://infinitekind.com/download-moneydance-personal-finance-software</a> to ensure compatibility.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<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>Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.<br>
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/460376862018-09-11T14:50:32Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>Hi Derek and Mike</p>
<p>Its brilliant of you to do all the work to provide this new quote loader system. Is this purely out of the goodness of your hearts? Very unusual....</p>
<p>I have downloaded it and installed and run it, and it solved all the stocks and particularly UK funds which did not work with Alpha Advantage. All the prices looked sensible in the New Price column in Quote loader so I clicked save Selected Values. HOWEVER all the UK stocks have gone wrong in my Moneydance valuation. (US and European and funds all OK). Done it twice...the first time the problem seemed to be that Moneydance had decided on a conversion rate of 0.6605 from British Sterling Pence to £. The 2nd time it has just produced various crazy prices for UK stocks. I have checked I followed your procedure correctly for establishing the new British Sterling Pence.<br>
1) have you come across this problem? any suggestions?<br>
2) in the summary in Moneydance where the stocks and prices are listed in the bottom right box, is it necessary to change all the Currency boxes from British Pound to British Sterling Pence ? (in the Currency/Security history box which comes up when you click on a Stock)</p></div>rodwhdtag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-11T16:43:50Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>In relation to the above, I am based in UK, so GBP is base currency, and I use a Mac.</p></div>rodwhdtag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-11T17:20:46Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>Hi rodwhd</p>
<p>Very strange.<br>
First to answer your questions.<br>
Point 2) no leave them in British Pounds.<br>
Point 1) no I have not seen this problem. I am a UK investor all my prices are returned in Pounds or Pence except 2 which in USD.<br>
I suggest to do a FILE – EXPORT BACKUP and then FILE – RESTORE FROM BACKUP so testing does not affect your real data set.<br>
To try to analyse the problem can you post screen shots of<br>
1) The Currency window for British Sterling Pence.<br>
2) The quote loader window after get prices.<br>
3) The quote loader window after save selected prices.<br>
3) After Save Selected Prices the Security History window for a security that has GBP and one for GBX as indicated in the Quote Loader Trade Currency.</p>
<p>If this does not show up the problem we may need to instruct you how to post an error log.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-11T17:27:32Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>hi derek. I am in the UK as well. Might speed things up if we have a quick word on the phone. My number is 01344-842958 and I am free until 7pm or from 8am in the morning . Thanks so much for your help. Rod</p></div>rodwhdtag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-11T17:38:00Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>Hi rodwhd</p>
<p>Both of the developer Mike and Hleofxquotes are watching this thread so I need then to see the screen shots and provide there input.<br>
Do that first then we will see.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-11T17:39:55Z2018-09-22T13:16:50ZThird-party Quote Loader System for 2017<div><p>thanks, i will do it first thing in the morning, hopefully by 9am</p></div>rodwhdtag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-11T19:38:33Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Hi Rod, I can give you a call in the morning. About 8:30.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-11T20:23:48Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Installed on Mac and works great!<br>
Thank you to all the developers who worked on this.</p>
<p>Randy</p></div>Randy Mackietag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T02:03:06Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>I had to go back to Build 1671 [from 1691] as attempting to print a Portfolio report caused MD to freeze. Others reported similar.</p>
<p>Any idea if the most recent build fixes that problem so that I can use your extension package with "the latest release build of MD"?</p></div>davet65tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T03:24:32Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Build 1698 - printed report to pdf without problems.</p></div>Mike V.tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T06:15:28Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Rod, we have been discussing the issue of GBX and I will be releasing a new build in the next few days. I won't call you, but if you can do a screen shots as Derek asked for it would help.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T09:42:01Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>hi ,mike and derek.<br>
By the way I am using MD 2017.7 (1657), is that the best one?<br>
I went back to my backed up data and did the whole thing again - it has worked OK this time. However I am having a problem with the File- Export Back Up function. I backed up various versions as I went along (as was correcting various incorrect symbols for managed funds), but they have saved as Text Edit Documents (unusable) rather than as Moneydance archive files. See the attached screenshot. The only archive files that have worked are the ones where I (fortunately) had closed and re-opened Moneydance. [By the way I looked at the Currency/Security History screen for British Sterling Pence in the version I did yesterday. It had inserted a new entry on 11/9/2018 with a rate of 0.66059. Unfortunately i didn't take a screen shot. Only other entry was the 01/01/1900 one for 0.01.].</p></div>rodwhdtag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T09:49:34Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Hi<br>
I too am having the same issue with GBX. Having created it as a value of 0.01 as instructed, now something in MD has added a new value for this currency of 0.6xxx (can't remember the exact number as I've now manually corrected this back to 0.01) which caused the converted values to be incorrect.<br>
Steve</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T10:02:39Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>Hi rodwhd and SteveH42</p>
<p>To try to analyse the problem can you post screen shots of<br>
1) The Currency window for British Sterling Pence.<br>
2) The quote loader window after get prices.<br>
3) The quote loader window after save selected prices.<br>
3) After Save Selected Prices the Security History window for a security that has GBP and one for GBX as indicated in the Quote Loader Trade Currency<br>
4) The Currency window for British Sterling Pence again.</p>
<p>We are testing a new approach that does not involve setting up British Sterling Pence GBX. We want to make sure nothing else is going on so please post the screen shots. As a UK investor with a base currency of British Pounds and after a lot of testing I haven't hit this issue.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T10:15:13Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Hi Derek<br>
It has only happened twice in the last couple of weeks. Now I have manually corrected the GBX price it is working fine - so I'll get you the screenshots when it happens next.</p>
<p>Regards<br>
Steve</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T10:20:30Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.<br>
Hi SteveH42</p>
<p>OK, in the mean time can you just post the screen shot of the British Sterling Pence currency window.<br>
Thanks</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T10:33:37Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Screenshots as requested</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T10:34:58Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>screenshots as requested</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T10:40:32Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Ok - this might help. I think it has something to do with the extension "Quotes and Exchange rates Updater". This has just run and I now have a new entry for the GBX price. See attached screenshot of exchange rate and the MD Console log.</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T10:43:38Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>This now causes the Quote Loader to give incorrect results:</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T11:12:06Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>Hi SteveH42</p>
<p>Wow I wonder were the "Quotes and Exchange rates Updater” got the British Sterling value from. Uninstall the dreadful thing!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T16:06:46Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Third-party Quote Loader System</p>
<p>I am not support staff, just a user.</p>
<p>NEW BUILD RELEASE<br>
1. Fix issue when Base Currency is not British Pounds but some securities are quoted by the quote source in British Sterling Pence.<br>
2. Remove the need to set up British Sterling Pence. Existing users can delete this currency without affecting existing Security price histories.</p>
<p>securityquoteload.mxt - New Build 2060<br>
rhumba.mxt – New Build - Build 1034<br>
hleOfxQuotes.jar - No Change - Build 225</p>
<p>Users <strong>must</strong> uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</p>
<p>To receive Email updates on this thread, ensure the box at top right of page has been set to SUBSCRIBE.</p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.</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, use the links to download the Quote Loader system elements and follow the instructions on how to use. The PDF also contains a link to a tutorial on YouTube.</p>
<p>The Link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>You must also update to at least the latest released build of Moneydance 2017 at <a href="https://infinitekind.com/download-moneydance-personal-finance-software">https://infinitekind.com/download-moneydance-personal-finance-software</a> to ensure compatibility.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.</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>Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.<br>
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/460376862018-09-12T16:17:17Z2018-09-22T13:16:49ZThird-party Quote Loader System for 2017<div><p>Works a treat! Thanks Derek.</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862018-09-12T16:24:30Z2018-09-22T13:16:48ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>Hi SteveH42</p>
<p>Lets hope that has fixed any issues you had.</p>
<p>Most of the credit goes to the two developer Mike Bray and Hleofxquotes.</p>
<p>My contribution is testing, the PDF's and the Video.</p></div>derekkent23