Third-party Quote Loader System for 2017

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derekkent23

06 Sep, 2018 05:28 PM

Third-party Quote Loader System

I am not support staff, just a user.

A collaboration between the two software developers Mike Bray and Hleofxquotes.
Also, acknowledgement to Kevin N and dwg for their support during development.

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.

The Link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

You must also update to at least the latest released build of Moneydance 2017 at https://infinitekind.com/download-moneydance-personal-finance-software to ensure compatibility.

Please keep this thread to this subject on how to use Quote Loader system.
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

Hope this helps.

ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

Showing page 9 out of 9. View the first page

  1. 241 Posted by shiner03 on 24 Jan, 2019 06:58 PM

    shiner03's Avatar

    Thanks, but when I imported the historical .csv file, the quotes in the "Currency/Security History" box (which are correct, with AAPL quotes in the $90s around June 2014) do NOT correspond to the graph at the bottom which shows quotes in June 2014 around $10/share (see screenshot)

  2. 242 Posted by derekkent23 on 24 Jan, 2019 07:48 PM

    derekkent23's Avatar

    Hi Shiner03

    Can I ask you to start a new discussion, as your issue in post 241 is not related to the topic of this discussion?

    Thanks for your cooperation.

  3. 243 Posted by derekkent23 on 31 Jan, 2019 12:44 PM

    derekkent23's Avatar

    Third-party Quote Loader System 2017 ONLY

    I am not support staff, just a user.

    Update.
    PDF outlines new download and install procedure.

    WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2019 build element in 2017 or vice versa.

    For 2019 see this thread. http://help.infinitekind.com/discussions/investments/4039-quote-loa...

    securityquoteload.mxt –------2017 Build 2127
    rhumba.mxt –-------------------2017 Build 1036
    hleOfxQuotes.jar –------------2017 Build 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.2. Tutorial Video Remains V5.1. PDF “Moneydance Quote Loader System Handling

    Cryptocurrencies and Market Indices” remains at V2.0

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    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.

    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.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  4. 244 Posted by derekkent23 on 31 Jan, 2019 01:57 PM

    derekkent23's Avatar
  5. 245 Posted by derekkent23 on 04 Feb, 2019 09:34 AM

    derekkent23's Avatar

    Third-party Quote Loader System 2017 ONLY

    I am not support staff, just a user.

    Update.
    Introduction of the Quote Loader Installer extension.

    WARNING use the correct zip release for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2019 build release for 2017 or vice versa.

    For 2019 see this thread. http://help.infinitekind.com/discussions/investments/4039-quote-loa...

    qlinstaller.mxt ------ EDIT Updated to v3
    QL-2017-release-20190131.zip containing:
    securityquoteload.mxt –------2017 Build 2127
    rhumba.mxt –-------------------2017 Build 1036
    hleOfxQuotes.jar –------------2017 Build 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.3. Tutorial Video updated V6.0.
    PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    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.

    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.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  6. 246 Posted by derekkent23 on 05 Feb, 2019 02:41 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Quote Loader Installer updated to v2
    To install follow page 3 in the PDF in post 245

    Hope this helps.

  7. 247 Posted by derekkent23 on 05 Feb, 2019 04:11 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Quote Loader Installer updated to v3
    To install follow page 3 in the PDF in post 245

    Hope this helps.

  8. 248 Posted by derekkent23 on 20 Feb, 2019 09:12 AM

    derekkent23's Avatar

    Third-party Quote Loader System 2017 ONLY

    I am not support staff, just a user.

    Update.
    Update PDF to V6.4 to add the statement. "Do Not allow your browser to open this zip file or open the zip file once downloaded. Quote Loader installer is designed to imports the zip file.” See page 3 of PDF.
    No other changes with this release.

    WARNING use the correct zip release for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2019 build release for 2017 or vice versa.

    For 2019 see this thread. http://help.infinitekind.com/discussions/investments/4039-quote-loa...

    qlinstaller.mxt ------ v3
    QL-2017-release-20190131.zip containing:
    securityquoteload.mxt –------2017 Build 2127
    rhumba.mxt –-------------------2017 Build 1036
    hleOfxQuotes.jar –------------2017 Build 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.4. Tutorial Video remains V6.0.

    PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    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.

    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.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  9. 249 Posted by Alan on 07 Mar, 2019 04:38 PM

    Alan's Avatar

    I'm just jumping in here to say this Quote Loader solves all the problems I was having with the standard Moneydance Quotes and Exchange Rates extension. I have it set to run automatically each day the first time Moneydance starts. It's quick and accurate, where the other one was slow and would sometimes miss updating some quotes.

    It's a lot easier to install than the lengthy documentation may lead you to believe.

    I am using it only for US market quotes, so I can't speak for how well it works for non-US markets or currency exchange rates.

  10. 250 Posted by derekkent23 on 07 Mar, 2019 04:58 PM

    derekkent23's Avatar

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

    Thanks for talking the time to report on how well Quote Loader works for.
    The team will appreciate your comments.
    Remember if you ever upgrade to Moneydance 2019 then there is a Quote Loader version waiting for you to install.

    Have Fun.

  11. 251 Posted by Terry on 14 Mar, 2019 08:46 AM

    Terry's Avatar

    This is working awesomely thank you very much.
    Would it be possible when it pulls the prices that you have a column showing the increase or decrease from the previous price, as well as a total of all the movements at the bottom?

  12. 252 Posted by derekkent23 on 15 Mar, 2019 10:04 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Terry thank for your comments.
    Its unlikely any new features will be added to the 2017 version of Quote Loader other than bug fixes.
    Any enhancements will appear in the 2019 version.
    Although your requests may fall outside the scope of the Quote Loaders core purpose.

    Thanks for taking time to post your comments.
    Have Fun

  13. 253 Posted by BobC on 10 Apr, 2019 10:39 AM

    BobC's Avatar

    derekkent23, you're everywhere :)

    I can't find the YouTube video and Kindle won't open the PDF hypertext. I've searched for all flavors of Moneydance and can only find rich dudes.... actually dancing.

    Can you give me a link here or search phrase?

    This could be the deal breaker for me because the provided extension doesn't work. Takes way too long and any successful quotes come in with a 0.00 price because I only in mutual funds... Big John Bogle fan here.

    Thanks

  14. 254 Posted by derekkent23 on 10 Apr, 2019 04:24 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi Bod

    To check I just downloaded the PDF in post 248
    It open for me and all other user in this thread.
    I use Adobe Acrobat Reader DC V2019.010.20099 but any PDF reader should work.
    My browser Edge in windows will also open it directly.
    On page 1 is the link to the YouTube video, I checked that and it works. The video is unlisted that why you can’t find it using a search engine.

    The thread you are reading is Quote loader for 2017.
    There is another thread for 2019, see https://infinitekind.tenderapp.com/discussions/investments/4039-quo...
    A different version of Quote Loader with its own PDF and video.
    Not sure if you will be using 2017 or 2019 whichever if you still can’t open the PDF I can post the link to which ever video you want to watch.

    Hope this helps

  15. 255 Posted by fjinva on 14 Apr, 2019 03:02 PM

    fjinva's Avatar

    Just wanted to say "thank you"! This solved problems I have been fighting for years.

  16. 256 Posted by derekkent23 on 14 Apr, 2019 05:03 PM

    derekkent23's Avatar

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

    Thanks for taking the time to post.
    Glad the Quote Loader team were able to help.

    Remember if you upgrade to Moneydance 2019 there is a different version for that.

    Have Fun

  17. 257 Posted by michael on 24 Apr, 2019 10:09 AM

    michael's Avatar

    Mike

    What and where are the latest releases for the above?

    I am running MD 2017

    QL 2126
    Rhumba 1036
    Hlefxquotes 226

    Michael Moss
    ________________________________
    Tel: +44 (0) 208 866 3460
    Mob: +44 (0) 7850 855555
    Email: [email blocked]<blocked::mailto:[email blocked]>

  18. 258 Posted by Mike Bray on 24 Apr, 2019 10:23 AM

    Mike Bray 's Avatar

    Hi Michael
    QL 2127,
    Rhumba 1036
    hleofxquotes 226

    You don't need to update unless you wish to export a file of prices in csv format.
    Regards
    Mike

  19. 259 Posted by michael on 15 May, 2019 08:13 AM

    michael's Avatar

    Derek

    I am currently running MD 2017 (I don't trust the qif importer on 2019 yet) and the following

      * Quoteloader 2126
      * Rhumba 1036
      * Hlefxquotes 226

    I cannot tell if that is the most recent versions. Could you advise?

    It seems to work fine but I do like to keep everything up to date

    Many thanks

    Michael Moss
    ________________________________
    Tel: +44 (0) 208 866 3460
    Mob: +44 (0) 7850 855555
    Email: [email blocked]<blocked::mailto:[email blocked]> 1036

  20. 260 Posted by derekkent23 on 15 May, 2019 06:20 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    For 2017 these are the latest builds
    securityquoteload.mxt –------2017 Build 2127
    rhumba.mxt –-------------------2017 Build 1036
    hleOfxQuotes.jar –------------2017 Build 226

    Looking that your list the only element to be updated is securityquoteload.mxt Updated to build 2127 on January 17th to include the ability to export the data obtained by the Quote Loader in a CSV file format.

    The changes since then relate to simplifying the installation method by the use of the Quote Loader installer as described in a new PDF 6.4 and a new YouTube video V6.0 the link to which can be found on page 1 of the PDF, see post 248.

    Out of interest if you are already established using 2017 then what are your concerns relating to 2019 regards it’s QIF importer? Are you importing QIF files from your bank?

    When you do move to 2019 there is a completely new set of Quote Loader elements plus a new MD installer to make installation and updating even easier.

    see https://infinitekind.tenderapp.com/discussions/investments/4039-quo...

    Hope this helps.

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