The new Quote Loader

Mike Bray 's Avatar

Mike Bray

01 Feb, 2020 07:22 AM

TIK has improved the security on the use of unsigned extensions. This is in build 1899 which is still in preview mode. Once it is released for general use you will see a warning message on the summary screen if you are using unverified extensions. This included all of my extensions. I have worked with TIK to get my extensions verified which includes Quote Loader. These are now available on my repository in https://bitbucket.org/mikerb/moneydance-2019/downloads/.

To verify an extension I have had to make my source code available to TIK. The author of the back end of Quote Loader (hleofxquotes) was not prepared to do this and thus I have redesigned Quote Loader to be standalone. I would like to thank hleofxquotes for his work and help in making Quote Loader an extension of choice.

I have asked TIK to add Quote Loader to the list of available extensions. This is being considered.

DerekKent23 has written/updated a PDF on how to install and set up Quote Loader. This is accompanied by a couple of videos. These assume Quote Loader has been added to the list of available extensions. Before that list is updated please download the file securityquoteload.mxt from my repository (https://bitbucket.org/mikerb/moneydance-2019/downloads/) and add it using the MD Extensions/Manage Extensions/Add from File. The updated PDF will be available shortly.

IT IS IMPORTANT THAT YOU FOLLOW THE INSTRUCTIONS ON MY WIKI (https://bitbucket.org/mikerb/moneydance-2019/wiki/Home) ABOUT UPGRADING FROM THE OLD VERSION OF QUOTE LOADER. YOU NEED TO REMOVE THE RHUMBA EXTENSION.

Showing page 7 out of 7. View the first page

  1. 181 Posted by derekkent23 on 10 Jun, 2021 04:43 PM

    derekkent23's Avatar

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

    OK, tested your Security on Moneydance 2021.1(3069) Quote Loader build 3038 and as you can see from the screen shot a price is returned.
    I assume other securities are being returned without an issue?
    Can you post a screen shot of Quote Loader after a Get Prices.
    If I can’t see anything wrong with that I will post how you can obtain an error log.

  2. 182 Posted by clive on 10 Jun, 2021 05:01 PM

    clive's Avatar

    Hi Derek,

     

    Apologies for my ignorance but how do I “post a screen shot” and can I redact other securities which are irrelevant to the query? If not the OK.

     

    Incidentally having noted that you had used “FT HD” instead of “FT” which covers all my securities I did try “FT HD” but to no avail!

  3. 183 Posted by derekkent23 on 10 Jun, 2021 05:12 PM

    derekkent23's Avatar

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

    I don’t think a list of Securities you hold is sensitive but you can reduce the size of the Quote Loader window and use its scroll bar to reduce the number of securities visible when you take a screen shot.
    You add the screen shot file by clicking “Choose File” button when posting at https://infinitekind.tenderapp.com/discussions/investments/4914-the...

  4. 184 Posted by Mike Bray on 11 Jun, 2021 07:58 AM

    Mike Bray 's Avatar

    HI Clive
    I too have tested JCGI on FT and FT HD, both returned prices on build 3038. Yahoo and Yahoo HD do not. Make sure the Exchange is blank.
    Also as Derek has suggested an errlog would be useful as I will be able to see what request is being sent to FT. Click on Help (top right of Quote Loader screen) and select Turn Debug On/off and select Detailed. Run a manual Get Prices, turn the debug back to Information. Add your errlog.txt to your post.

  5. 185 Posted by Clive Gilroy on 11 Jun, 2021 02:04 PM

    Clive Gilroy's Avatar

    Hi Derek,

    Following your suggestion, I am posting a copy of my Quote Loader Prices screen showing the lack of prices for JCGI when set at London Stock Exchange
    Having read Mike Bray’s email of this morning’s date I decided to rerun the price update with a blank exchange for JCGI and ~ surprise, surprise ~ the price updated as you can see from the second screen print!
    This doesn’t explain why I have been previously able to obtain prices for 26 UK companies and investment trusts ~ all set at LSE & FT ~ on the 3021 version of Quote Loader ~ or why only one of the 26 now fails to update on the same settings within version 3038
    However, with the problem resolved by simply leaving JCGI set at “No Exchange” I am absolutely delighted and grateful to the help provided by you both.

  6. 186 Posted by clive on 11 Jun, 2021 02:05 PM

    clive's Avatar

    Hi Mike,

     

    As you will see from response to Derek I have resolved the issue by simply removing the London Stock Exchange setting for JCGI. Puzzling though it is that this anomaly should suddenly emerge, the solution has proved to be very simple

    Thanks for your help

  7. 187 Posted by Mike Bray on 11 Jun, 2021 03:05 PM

    Mike Bray 's Avatar

    The reason is that build 3021 did not have a prefix for LSE, this was corrected in a subsequent build and so having LSE gave it the wrong prefix.

  8. 188 Posted by derekkent23 on 11 Jun, 2021 03:13 PM

    derekkent23's Avatar

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

    It looks like on the FT site JPMorgan China Growth & Income plc ticker symbol is JMC
    It also defaults to JMC if the ticker used is JCGI or GB0003435012 but not if you select the exchange LSE is added to create ticker JCGI:LSE or GB0003435012:LSE Note JMC:LSE does work.
    Also see Mikes comments. 3021 had a bug if the exchange LSE was selected it should have added :LSE to the ticker symbol, and it didn’t.

    Hope this helps.

  9. 189 Posted by Clive Gilroy on 11 Jun, 2021 05:42 PM

    Clive Gilroy's Avatar

    Derek & Mike,

    Thanks for clarifying that point ~ much appreciated.

  10. 190 Posted by Mike Bray on 26 Jun, 2021 01:23 PM

    Mike Bray 's Avatar

    @dtd, I have changed Quote Loader as suggested, please give it a try. You will find the new version at https://bitbucket.org/mikerb/moneydance-2019/downloads/ under the name securityquoteload3039.mxt. To install download the file and change its name to securityquoteload.mxt. Then install the extension using Extensions/Manage Extensions/Install from File. Let me know if you have issues.

  11. 191 Posted by dtd on 26 Jun, 2021 07:31 PM

    dtd's Avatar

    @Mike Bray - I downloaded and installed 3039. Checked it out (partially) because all of my stock prices are now the same (due to the weekend), but did compare exchange rate changes, and assume stock prices would be the same.

    The alignment changes (%chg and currency) look great, and allow me to change field closeness through heading length adjustments. Great.

    As to: "I think that you must be comparing one of the values at full length vs. another at truncated length. I'd think it should be consistent (either compare both at full length or both at truncated length)."

    It appears that you now compare both values at the truncated length, which does cause the %chg to alter if you change decimal length, but to the casual observer who always keeps the same decimal length, it looks "more right" to see 0.72 and 0.72 show 0.00 change vs. the technically accurate eight decimal comparison showing a slight difference. So, it's now consistent, and that's great, too.

    Thanks!
    dtd

  12. 192 Posted by John David Wern... on 27 Jun, 2021 12:31 AM

    John David Werner's Avatar

    how do I import the data obtained through Quoteloader into my Moneydance investment account ledgers?

  13. 193 Posted by Stuart Beesley ... on 27 Jun, 2021 05:11 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    QL downloads security prices from the internet. There is a config screen where you tell QL which of your MD securities to update. QL then automatically will update your prices for you. This means that your portfolio values will therefore update at the same time.

    It does not download investment transactions.

    A bit later today, I’m sure someone will point out the instructions and video.

    (Not support, just a fellow user)

  14. 194 Posted by dwg on 27 Jun, 2021 05:49 AM

    dwg's Avatar
  15. 195 Posted by derekkent23 on 03 Jul, 2021 04:32 PM

    derekkent23's Avatar

    Third-party Quote Loader Extension, Moneydance 2019/2020/2021 ONLY.

    I am not support staff, just a user.

    Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance).

    For Moneydance 2019-2020-2021 latest Quote Loader build is 3039.

    UPDATE Amend some text justifications to improve readability of the Quote Loader table.

    EXISTING USERS using Quote Loader with a build number lower than 3021 should REMOVE (uninstall) all Extensions under EXTENSIONS – MB EXTENSION INSTALLER, lastly removing (uninstalling) MB EXTENSION INSTALLER itself by using the REMOVE buttons.
    The background folder “.rhumba” is redundant, expert user can if they so wish delete the “.rhumba” folder with Moneydance closed. On installing the latest Quote Loader a new replacement folder “.qlmeta” is created. MB Extension Installer is no longer required to install Quote Loader.

    As a signed extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.
    Simply click EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE tab, find Quote Loader and click install or update.
    Once installed re-start Moneydance - installation complete.

    Quote Loader was developed and is supported by Mike Bray.

    PDF’s and Video by Derek Kent.

    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.

    Download the attached PDF, follow the instructions on how to use Quote Loader.
    The PDF also contains links to a Quick Start Video Guide, a Short Tutorial Video and a Full Tutorial Video, all on YouTube.

    The second PDF covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Acknowledgement to Kevin N and dwg for their support during development.
    Please keep this thread to this subject on how to use Quote Loader.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    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!

  16. 196 Posted by dtd on 19 Jul, 2021 08:22 PM

    dtd's Avatar

    @Mike Bray - I use Quote Loader daily, so appreciate the changes you've made.

    As a note, I do find there are circumstances where %chg is still left aligned (i.e. up against new price) vs. right aligned. In particular, if there are no changes in new price i.e. all %chg values are 0.00, then it is often left aligned. I manually changed a new price in the middle of my list, and that value (and all values beneath it) became right aligned, while values above the manual adjustment stayed left aligned.

    I'm assuming that's enough information to describe the situation.

    Thanks for such a great extension.
    dtd

  17. 197 Posted by Mike Bray on 20 Jul, 2021 06:53 AM

    Mike Bray 's Avatar

    Hi @dtd, I assume you are using build 3039.  I am waiting on Sean to
    verify build 3040.  The left alignment happens when there has not been
    any calculation.  Once it has been calculated it goes right aligned. 
    This is fixed in build 3040.

    I will have to wait until Sean finds time to verify my build.
    Regards
    mike

  18. 198 Posted by derekkent23 on 21 Jul, 2021 10:28 AM

    derekkent23's Avatar

    Third-party Quote Loader Extension, Moneydance 2019/2020/2021 ONLY.

    I am not support staff, just a user.

    Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance).

    For Moneydance 2019-2020-2021 latest Quote Loader build is 3040.

    UPDATE Further amendments to text justifications to improve readability of the Quote Loader table.

    EXISTING USERS using Quote Loader with a build number lower than 3021 should REMOVE (uninstall) all Extensions under EXTENSIONS – MB EXTENSION INSTALLER, lastly removing (uninstalling) MB EXTENSION INSTALLER itself by using the REMOVE buttons.
    The background folder “.rhumba” is redundant, expert user can if they so wish delete the “.rhumba” folder with Moneydance closed. On installing the latest Quote Loader a new replacement folder “.qlmeta” is created. MB Extension Installer is no longer required to install Quote Loader.

    As a signed extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.
    Simply click EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE tab, find Quote Loader and click install or update.
    Once installed re-start Moneydance - installation complete.

    Quote Loader was developed and is supported by Mike Bray.

    PDF’s and Video by Derek Kent.

    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.

    Download the attached PDF, follow the instructions on how to use Quote Loader.
    The PDF also contains links to a Quick Start Video Guide, a Short Tutorial Video and a Full Tutorial Video, all on YouTube.

    The second PDF covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Acknowledgement to Kevin N and dwg for their support during development.
    Please keep this thread to this subject on how to use Quote Loader.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    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!

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