tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/4914-the-new-quote-loaderInfinite Kind: Discussion 2024-02-25T17:35:57Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-06T14:26:14Z2023-01-06T14:26:14ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Mark</p>
<p>Mike Bray has got back to me. He has fixed the historical data bug in 3057 and I have run some tests. A new build 3058 has been summited to Sean the Moneydance developer for signing and making available in due course under Extensions.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-06T23:03:13Z2023-01-06T23:03:13ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019 to 2022 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance).</p>
<p>For Moneydance 2019 to 2022 latest Quote Loader build is 3058</p>
<p><strong>UPDATE</strong> • Fix bug regarding retrieving historical data that crept into build 3057.</p>
<p>As a signed extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.<br>
Simply click EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE tab, find Quote Loader and click install or update.<br>
Once installed re-start Moneydance - installation complete.</p>
<p>Quote Loader was developed and is supported by Mike Bray.</p>
<p>PDF’s and Videos by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of sources and entering them into the relevant Currency/Security 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, follow the instructions on how to use Quote Loader.<br>
The PDF also contains links to a Quick Start Video Guide, a Short Tutorial Video and a Full Tutorial Video, all on YouTube.</p>
<p>The second PDF 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.<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>
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></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-07T11:49:25Z2023-01-07T11:49:27ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>Wowzers - that was a quick turnaround!</p>
<p>Just installed build 3058 and can confirm everything is working tip top!</p>
<p>Many thanks to you all for the swift response.</p>
<p>Regards,<br>
Mark</p></div>Mark Bowentag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-16T14:59:13Z2023-01-16T15:54:01ZThe new Quote Loader<div><p>Hi, I have a stock DGCFX that is not being updated in MD even though Quote loader downloads a new price from FT OK. When I look at the 'history' graph I see the only time the price changes is when I enter a transaction. When I look at any other stock I see that the price changes every week when I run QL. I tried updating the latest QL with no change. Digging further I find that this stock is listed correctly with the latest value when I look at my Portfolio in the 'Graphs and Reports' section of MD, but is not updated in the 'Security Performance' graph in Graphs and Reports.</p>
<p>So it seems that different area's of MD use different stock valuation lists. Yet it is only this one stock. So this suggests that the issue is with MD not QL I am using MD 2022.5 (4091). Any suggestions on how to fix this.</p></div>yardytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-17T10:50:31Z2023-01-17T10:50:31ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi yardy</p>
<p>One possibility if the same Security has been set up more than once under TOOLS – SECURITIES.<br>
Take a look. If you see the same ticker used for more than one security even if the security name is different then this is the issue. Report back.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-21T14:08:15Z2023-01-21T15:43:42ZThe new Quote Loader<div><p>Derek, You are brilliant !!! - Thank you. That is exactly what I found looking at the Securities list under Tools. Any suggestion how to fix this - do I just delete the one that is not getting updated ? Or can I merge the two files - if so how.</p>
<p>Update.<br>
I found another discussion thread that you answered some years ago and where you suggested changing the name of the 'bad' security to xx-bad and then going through the register changing all the xx-bad transactions to xx and then removing the xx-bad security. It worked fine - thank you again for all the fine support you give to MD users even if you are 'Not Support - Just another User'.</p></div>yardytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-21T22:15:53Z2023-01-21T22:15:53ZThe new Quote Loader<div><p>FWIW there is a merge function in the Toolbox extension that should also address this.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-22T09:15:18Z2023-01-22T09:15:18ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi yardy</p>
<p>Glad you got it sorted.<br>
Although as you found my old method works Stuart the developer of the extension Toolbox has included a merge duplicate securities feature,</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-02-17T21:29:12Z2023-02-17T21:29:12ZThe new Quote Loader<div><p>Any chance of having the quote loader auto run every time Moneydance is opened. I know it does it the first time, but would be nice if it updated each time the application is opened. Accounts download each time the app is open with the download in background option selected, but quotes are only refreshed one time a day. Thanks Love the extension.</p></div>robert.l.spauldingtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-02-17T21:45:16Z2023-02-17T21:45:16ZThe new Quote Loader<div><p>Once Quote Loader has a price for date it will not update that price, it has not been designed to update intra day pricing, which is what you would seem to want.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-03-11T19:37:20Z2023-03-11T19:37:20ZThe new Quote Loader<div><p>I am not support staff, just a user.</p>
<p>A new version, of Quote Loader, Version 2 is now available.<br>
For details see new discussion at <a href="https://infinitekind.tenderapp.com/discussions/investments/7595-quote-loader-version-2">https://infinitekind.tenderapp.com/discussions/investments/7595-quo...</a><br>
and use this new discussion for any post relating to this new version.</p>
<p>Have Fun Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-06-29T22:38:08Z2024-02-24T21:38:35ZThe new Quote Loader<div><p>Hello Mike;</p>
<p>First of all, thank you for "Quote loader" works beautifully.</p>
<p>I had a quick question, about month ago the exchange rate portion in Quote<br>
loader stopped functioning.</p>
<p>All the quotes load correctly but there are 4 errors for the 4 exchange<br>
rates I selected.</p>
<p>Thank you again for your work on this.</p>
<p>Sincerely;</p>
<p>Doug</p></div>dlemaytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-06-30T07:21:21Z2023-06-30T07:21:21ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Doug</p>
<p>I am not sure if the issue you had on exchange rates now works for you or is it still a outstanding issue?<br>
If its still a problem can you post the build of Quote Loader you are running, e.g. 3202<br>
Also a screen shot of the full Quote Loader windows so we can see the errors in obtaining exchange rates.</p>
<p>Also this discussion on Quote Loader was closed to make way for a new discussion on the latest version so can you post there <a href="https://infinitekind.tenderapp.com/discussions/investments/7595-quo">https://infinitekind.tenderapp.com/discussions/investments/7595-quo</a>...</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922024-01-22T15:12:07Z2024-01-22T15:12:07ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>Thanks for writing such an excellent add-on to Moneydance, which I have been using for a long time.</p>
<p>I have recently been having trouble downloading prices for three UK ETFs</p>
<p>CES1<br>
UB23<br>
UC79</p>
<p>I use the FT prices for all my other lines. I tried the other prices in Quote Loader, but none work.</p>
<p>Can you help?</p>
<p>Regards,</p>
<p>Paul Smith</p></div>paul.r.smithtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922024-01-23T09:34:58Z2024-01-23T09:34:58ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Paul</p>
<p>As well as the Ticker symbol you have provided can you also provide the full name of each security plus the last price you have.</p>
<p>I think I have identified your securities and got prices but I want to be sure.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922024-01-23T10:14:14Z2024-01-23T10:14:14ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Paul.</p>
<p>OK I made a guess on your three securities.</p>
<p>One of then CES1 is not currently supported by FT. Very occasionally a security will be unsupported for a few days then come back again.</p>
<p>The other two returned prices during my tests. See first screen shot.</p>
<p>In the second screen shot I changed the Source for CES1 to Yahoo+TD (you can use Yahoo+HD if you want history) and typed CES1.L into the Alt Ticker field. As you can see a price was returned.</p>
<p>In screen shot three I change all sources to Yahoo+HD and added Alt Tickers to confirm Yahoo also supports the other two securities.</p>
<p>If these are the wrong securities please post the extra information I requested.</p>
<p>Hope this helps.</p></div>derekkent23