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/460376862019-01-24T18:58:38Z2019-01-24T18:58:38ZThird-party Quote Loader System for 2017<div><p>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)</p></div>shiner03tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-01-24T19:48:59Z2019-01-24T19:48:59ZThird-party Quote Loader System for 2017<div><p>Hi Shiner03</p>
<p>Can I ask you to start a new discussion, as your issue in post 241 is not related to the topic of this discussion?</p>
<p>Thanks for your cooperation.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-01-31T12:44:58Z2019-01-31T12:44:58ZThird-party Quote Loader System for 2017<div><p>Third-party Quote Loader System 2017 ONLY</p>
<p>I am not support staff, just a user.</p>
<p>Update.<br>
PDF outlines new download and install procedure.</p>
<p><strong>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.</strong></p>
<p>For 2019 see this thread. <a href="http://help.infinitekind.com/discussions/investments/4039-quote-loa">http://help.infinitekind.com/discussions/investments/4039-quote-loa</a>...</p>
<p>securityquoteload.mxt –------2017 Build 2127<br>
rhumba.mxt –-------------------2017 Build 1036<br>
hleOfxQuotes.jar –------------2017 Build 226</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.2. Tutorial Video Remains V5.1. PDF “Moneydance Quote Loader System Handling</p>
<p>Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></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.</p>
<p>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>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.<br>
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.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>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/460376862019-01-31T13:57:01Z2019-01-31T13:57:01ZThird-party Quote Loader System for 2017<div><p>PDF V6.2</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-02-04T09:34:38Z2019-02-05T16:12:20ZThird-party Quote Loader System for 2017<div><p>Third-party Quote Loader System 2017 ONLY</p>
<p>I am not support staff, just a user.</p>
<p>Update.<br>
Introduction of the Quote Loader Installer extension.</p>
<p><strong>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.</strong></p>
<p>For 2019 see this thread. <a href="http://help.infinitekind.com/discussions/investments/4039-quote-loa">http://help.infinitekind.com/discussions/investments/4039-quote-loa</a>...</p>
<p>qlinstaller.mxt ------ EDIT Updated to v3<br>
QL-2017-release-20190131.zip containing:<br>
securityquoteload.mxt –------2017 Build 2127<br>
rhumba.mxt –-------------------2017 Build 1036<br>
hleOfxQuotes.jar –------------2017 Build 226</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” <strong>updated to V6.3.</strong> Tutorial Video <strong>updated V6.0.</strong><br>
PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></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.</p>
<p>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>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.<br>
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.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>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/460376862019-02-05T14:41:47Z2019-02-05T14:41:47ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>Quote Loader Installer updated to v2<br>
To install follow page 3 in the PDF in post 245</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-02-05T16:11:59Z2019-02-05T16:11:59ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>Quote Loader Installer updated to v3<br>
To install follow page 3 in the PDF in post 245</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-02-20T09:12:58Z2019-02-20T09:12:58ZThird-party Quote Loader System for 2017<div><p>Third-party Quote Loader System 2017 ONLY</p>
<p>I am not support staff, just a user.</p>
<p>Update.<br>
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.<br>
No other changes with this release.</p>
<p><strong>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.</strong></p>
<p>For 2019 see this thread. <a href="http://help.infinitekind.com/discussions/investments/4039-quote-loa">http://help.infinitekind.com/discussions/investments/4039-quote-loa</a>...</p>
<p>qlinstaller.mxt ------ v3<br>
QL-2017-release-20190131.zip containing:<br>
securityquoteload.mxt –------2017 Build 2127<br>
rhumba.mxt –-------------------2017 Build 1036<br>
hleOfxQuotes.jar –------------2017 Build 226</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” <strong>updated to V6.4.</strong> Tutorial Video remains V6.0.</p>
<p>PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></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.</p>
<p>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>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.<br>
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.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>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/460376862019-03-07T16:38:28Z2019-03-07T16:38:29ZThird-party Quote Loader System for 2017<div><p>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.</p>
<p>It's a lot easier to install than the lengthy documentation may lead you to believe.</p>
<p>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.</p></div>Alantag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-03-07T16:58:23Z2019-03-07T16:58:23ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.<br>
Hi Alan</p>
<p>Thanks for talking the time to report on how well Quote Loader works for.<br>
The team will appreciate your comments.<br>
Remember if you ever upgrade to Moneydance 2019 then there is a Quote Loader version waiting for you to install.</p>
<p>Have Fun.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-03-14T08:46:10Z2019-03-14T08:46:11ZThird-party Quote Loader System for 2017<div><p>This is working awesomely thank you very much.<br>
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?</p></div>Terrytag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-03-15T10:04:27Z2019-03-15T10:04:27ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>Terry thank for your comments.<br>
Its unlikely any new features will be added to the 2017 version of Quote Loader other than bug fixes.<br>
Any enhancements will appear in the 2019 version.<br>
Although your requests may fall outside the scope of the Quote Loaders core purpose.</p>
<p>Thanks for taking time to post your comments.<br>
Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-04-10T10:39:03Z2019-04-10T10:39:04ZThird-party Quote Loader System for 2017<div><p>derekkent23, you're everywhere :)</p>
<p>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.</p>
<p>Can you give me a link here or search phrase?</p>
<p>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.</p>
<p>Thanks</p></div>BobCtag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-04-10T16:24:15Z2019-04-10T16:24:15ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>Hi Bod</p>
<p>To check I just downloaded the PDF in post 248<br>
It open for me and all other user in this thread.<br>
I use Adobe Acrobat Reader DC V2019.010.20099 but any PDF reader should work.<br>
My browser Edge in windows will also open it directly.<br>
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.</p>
<p>The thread you are reading is Quote loader for 2017.<br>
There is another thread for 2019, see <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019/page/4#comment_47026125">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a><br>
A different version of Quote Loader with its own PDF and video.<br>
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.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-04-14T15:02:03Z2019-04-14T15:02:06ZThird-party Quote Loader System for 2017<div><p>Just wanted to say "thank you"! This solved problems I have been fighting for years.</p></div>fjinvatag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-04-14T17:03:09Z2019-04-14T17:03:09ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.<br>
Hi fjinva</p>
<p>Thanks for taking the time to post.<br>
Glad the Quote Loader team were able to help.</p>
<p>Remember if you upgrade to Moneydance 2019 there is a different version for that.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-04-24T10:09:46Z2019-04-24T10:09:46ZThird-party Quote Loader System for 2017<div><p>Mike</p>
<p>What and where are the latest releases for the above?</p>
<p>I am running MD 2017</p>
<p>QL 2126<br>
Rhumba 1036<br>
Hlefxquotes 226</p>
<p>Michael Moss</p>
<hr>
<p>Tel: +44 (0) 208 866 3460<br>
Mob: +44 (0) 7850 855555<br>
Email: <a href="mailto:michael@moss.uk.com">michael@moss.uk.com</a><a>blocked::mailto:michael@moss.uk.com</a></p></div>michaeltag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-04-24T10:23:20Z2019-04-24T10:23:20ZThird-party Quote Loader System for 2017<div><p>Hi Michael<br>
QL 2127,<br>
Rhumba 1036<br>
hleofxquotes 226</p>
<p>You don't need to update unless you wish to export a file of prices in csv format.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-05-15T08:13:48Z2019-05-15T08:13:48ZThird-party Quote Loader System for 2017<div><p>Derek</p>
<p>I am currently running MD 2017 (I don't trust the qif importer on 2019 yet) and the following</p>
<ul>
<li>Quoteloader 2126</li>
<li>Rhumba 1036</li>
<li>Hlefxquotes 226</li>
</ul>
<p>I cannot tell if that is the most recent versions. Could you advise?</p>
<p>It seems to work fine but I do like to keep everything up to date</p>
<p>Many thanks</p>
<p>Michael Moss</p>
<hr>
<p>Tel: +44 (0) 208 866 3460<br>
Mob: +44 (0) 7850 855555<br>
Email: <a href="mailto:michael@moss.uk.com">michael@moss.uk.com</a><a>blocked::mailto:michael@moss.uk.com</a> 1036</p></div>michaeltag:infinitekind.tenderapp.com,2009-01-14:Comment/460376862019-05-15T18:20:13Z2019-05-15T18:20:13ZThird-party Quote Loader System for 2017<div><p>I am not support staff, just a user.</p>
<p>For 2017 these are the latest builds<br>
securityquoteload.mxt –------2017 Build 2127<br>
rhumba.mxt –-------------------2017 Build 1036<br>
hleOfxQuotes.jar –------------2017 Build 226</p>
<p>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.</p>
<p>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.</p>
<p>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?</p>
<p>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.</p>
<p>see <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019/page/5#comment_47212882">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a></p>
<p>Hope this helps.</p></div>derekkent23