Third-party Quote Loader System for 2017

derekkent23's Avatar

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 5 out of 9. View the first page

  1. 121 Posted by derekkent23 on 06 Oct, 2018 05:03 PM

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    I am not support staff just a user.

    Any user who has downloaded securityquoteload.mxt build 2120 before this post can they download again to fix a small bug in GBX to GBP conversion.
    The new download remains build 2120.

    Mezzanine can you confirm this fixes the issue?

  2. 122 Posted by Mezzanine on 06 Oct, 2018 05:09 PM

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    Yes - I can confirm that works. Many thanks.

  3. 123 Posted by derekkent23 on 06 Oct, 2018 05:11 PM

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    I am not support staff, just a user

    Hi Mezzanine

    Great.
    Thanks for the feedback.

    Sorry for the inconvenience.

  4. 124 Posted by PaulF on 18 Oct, 2018 07:59 AM

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    New release is fantastic - especially the scheduled downloads. Many thanks to all. Paul

  5. 125 Posted by derekkent23 on 18 Oct, 2018 09:02 AM

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    I am not support staff, just a user.

    Hi Paul.

    Thanks for taking the time to provide such positive feedback.
    It makes the effort the team put in worthwhile.

  6. 126 Posted by mike.parfitt on 19 Oct, 2018 07:14 AM

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    I would like to add my sincere thanks to all the developers.
    It is good to know that there are people around with the smarts and the community spirit to develop something that they know will require their ongoing commitment and time.
    From one happy user again, thanks.

    Parfimik

  7. 127 Posted by Mike Bray on 19 Oct, 2018 08:57 AM

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    Thanks Mike, it is always nice to know that your work is appreciated.
    Regards
    Mike Bray

  8. 128 Posted by michael on 19 Oct, 2018 09:18 AM

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    I have to add my thanks. This is a real step forward and a proper solution that us now far superior to the built in extension that died a death last year. Many thanks

    --- Original message ---

  9. 129 Posted by Bill Waldron on 19 Oct, 2018 07:51 PM

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    Yes, thanks. Excellent work and very much appreciated.

  10. 130 Posted by PaulF on 20 Oct, 2018 11:51 AM

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    Hi -I have been doing a check against an external valuation and found a potential issue. It relates to an investment denominated in dollars eg Medtronic (MDT:NYQ) which is priced in dollars. When I use Quotes Loader manually it downloads in Dollars and correctly loads the $ price into the Security in MD which is also denominated in dollars. However if I use the time/automatic download it seems to download the dollar price and divide by the $:£ exchange rate and then load this into the Security in MD in $. I am wondering if this is related to the GBX issue earlier. I attach a copy of my download - the right hand prices are the manual download after the automatic download on the left hand side (previous price). I am also getting the same problem with Euro pricing with Euro denominated Securities. Hopefully I am doing something silly. BTW I am also downloading the £:$ currency conversion in the same Quotes Loader but this does not cause and issue with a manual download. Paul

  11. 131 Posted by michael on 20 Oct, 2018 12:10 PM

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    That's interesting. I've had a broadly similar problem with a $stock listed on the FT and held in a £ account SHIC ticker.

    --- Original message ---

  12. 132 Posted by Mike Bray on 20 Oct, 2018 12:24 PM

    Mike Bray 's Avatar

    I have just run a test. I added MDT:NYQ as a dollar security to a sterling investment account. I ran a manual update it returned $93.94. I then ran an automatic run (by changing the Next Run Date to 18/10/18 the time to 9:00 and restarting MD)/ It gave the same answer. Can I ask that you change the 'Next Run Date' on both Securities and Currencies to 18/10/18 and the time to 9:00 daily. Close MD and restart. That should make the automatic run to occur. Can you post the error log (errlog.txt).

    Thanks
    Mike

  13. 133 Posted by PaulF on 20 Oct, 2018 01:28 PM

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    Mike Intriguing - that worked fine. I attach a copy of the security price history when I left the automatic update running at 9pm on 15th to 18th - this shows the price problem. Please note that the security is denominated in $. I also attach the errlog as requested. thanks for your help on this. Paul

  14. 134 Posted by Mike Bray on 20 Oct, 2018 01:37 PM

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    OK, the best thing to do is return the auto run to your normal pattern and have a look after it has run. If the price is incorrect please post the error log. I can see from the one you provided that the price came back correctly.

  15. 135 Posted by derekkent23 on 20 Oct, 2018 04:48 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi PaulF

    I notice from your error log that you are running the latest build of securityquoteload.mxt but two builds of rhumba.mxt out of date. I can’t tell what build of hleOfxQuotes.jar you are running.
    All the testing has been done with all three elements of the correct build numbers. I don’t know if this is creating the problem you are seeing but you never know. There was a short period when a faulty 2120 was posted on the download site so just to make certain you have the real latest build of 2120 download that and the other two files and install three again.

    Hope this helps

  16. 136 Posted by Mick on 20 Oct, 2018 09:12 PM

    Mick's Avatar

    Thank you to the developers for all your work on this. It is the first time I have been able to download all of my share holdings in the UK since I started using Moneydance a long time ago.

  17. 137 Posted by Peter L on 21 Oct, 2018 10:18 AM

    Peter L's Avatar

    iMacOs 10.14, MD V1703, QuteLoader2120, Rhumba1036, hleofxquotes226

    Hi
    after easy install on my iMac and first time „Get Prices“ I get all New Prices red and „0“ and for each security the error message „java.lang. NumberFormatExcept……“. (attatched Screen shot).
    BTW test download with Rhumba is OK for various securities and stock exchanges.
    De- and reinstall of the extensions did not help.

    Now I took my 8year old MacBP (OS 10.13, MD V1703) and installed the same extensions from Mike Bray.
    What a nice surprise here everything works fine and I could enjoy a flawless working update program of my securities.

    The problem on the iMac remains, any advices there are very much appreciated.
    Thanks
    PeterL

  18. 138 Posted by Mike Bray on 21 Oct, 2018 11:10 AM

    Mike Bray 's Avatar

    OK, I will have a look. I suspect it is not coping with the comma as the decimal point. It is something I have had issues with. Can I ask for the tickers of a few securities that you have had the problem with. Also, please can you post the errlog.txt.

  19. 139 Posted by derekkent23 on 21 Oct, 2018 11:23 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi Peter

    Start the extension Quite Loader and under Quote Loader HELP set debug to Detailed, close the extension and MD and then reopen both and click get prices. Take a screen shot so we can see the ticker symbols. Click MD HELP and CONSOLE WINDOW and use COPY TO CLIPBOARD to copy the MD error log and then paste this it into a text editor and post the text file and screen shot in this thread. This will give Mike something to work on.

    Looks like Mike posted whilst I was writing this.

    Under FILE – PREFERENCES what is the DECIMAL SEPARATOR set to a comma or a period?

  20. 140 Posted by Peter L on 21 Oct, 2018 11:35 AM

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    Hi Mike and Derek
    errlog + new screen shot showing ticker symbols attatched
    Peter

  21. 141 Posted by Peter L on 21 Oct, 2018 11:45 AM

    Peter L's Avatar

    Hi Derek
    Thanks for quick answer.
    Regarding preference setting in MD I use dot "." both on iMac and MacBP.
    Peter

  22. 142 Posted by exigent on 21 Oct, 2018 05:28 PM

    exigent's Avatar

    Hey, just a quick note to say that I just tried out the latest version of this and it seems to work great. Thanks for your hard work on this. The automation is a very (very!) welcome addition.

    Now if I could just figure out how to get my Net Worth values to behave...

  23. 143 Posted by Mike Bray on 22 Oct, 2018 03:56 AM

    Mike Bray 's Avatar

    Hi Peter L

    The issue is that Rhumba is returning the prices with a comma for a decimal point. Is your machine set to a country(local) where comma is the decimal point? It doesn't matter if MD is set to period(.) if your machine is set to comma(,) then this could happen. I will add a fix to overcome this and I have asked the Hleofxquotes author to address it within Rhumba.
    Regards
    Mike

  24. 144 Posted by Mike Bray on 22 Oct, 2018 04:28 AM

    Mike Bray 's Avatar

    Peter L. I have uploaded a new build (2121) please download and reinstall the Quote Loader extension (securityquoteload.mxt)

  25. 145 Posted by Peter L on 22 Oct, 2018 06:34 AM

    Peter L's Avatar

    Hi Mike
    I installed this latest update of quoteloader (2021) and everthing works perfekt.
    Thank you for your really great support, you could find out the source of the problem quickly and solve it. So also Swiss users are fully supported.
    BTW this latest update you released still shows with 2120.(instead 2121)
    Thanks
    Peter L

  26. 146 Posted by Mike Bray on 22 Oct, 2018 07:15 AM

    Mike Bray 's Avatar

    Thanks Peter, I have updated the build number. Obviously you will need to download again for it to work.

  27. 147 Posted by derekkent23 on 22 Oct, 2018 07:39 AM

    derekkent23's Avatar

    Third-party Quote Loader System

    I am not support staff, just a user.

    NEW BUILD RELEASE
    1. Add the ability to handle a comma as a decimal separator.

    securityquoteload.mxt - New Build 2121
    rhumba.mxt – Remains 1036
    hleOfxQuotes.jar – Remains 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” remains at V5.0.
    Tutorial Video remains at V5.0. 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!!

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

    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.

    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.

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

    Hope this helps.

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

  28. 148 Posted by derekkent23 on 23 Oct, 2018 01:25 PM

    derekkent23's Avatar

    Third-party Quote Loader System

    I am not support staff, just a user.

    NEW BUILD RELEASE
    1. Improve the ability to handle a comma as a decimal separator.

    securityquoteload.mxt - New Build 2122
    rhumba.mxt – Remains 1036
    hleOfxQuotes.jar – Remains 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” remains at V5.0. Tutorial Video remains at V5.0. 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!! To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    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.

    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.

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

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

  29. 149 Posted by SteveH42 on 24 Oct, 2018 09:56 AM

    SteveH42's Avatar

    I seem to have a problem whereby the quote loader is no longer running automatically.
    The Last run date is set to 22nd October and the Next run date is showing as 23rd October with a run time of 19:00. However, when running Moneydance today (24th) the quote loader is not running as it used to. Not sure if it is related but I upgraded to build 2121 on the 22nd at 11:08 and then to 2122 this morning.

  30. 150 Posted by Mike Bray on 24 Oct, 2018 09:58 AM

    Mike Bray 's Avatar

    Hi SteveH42, please can you post the error log.
    Thanks
    Mike

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