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 4 out of 4. View the first page

  1. 91 Posted by derekkent23 on 12 Aug, 2020 05:03 PM

    derekkent23's Avatar

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

    Can you post a screen shot of the Currency/Security History window for Euro found under TOOLS – CURRENCIES – EURO similar to screen shot 2 as well as Edit Currency/Exchange Rates window under EDIT screen shot 3.

  2. 92 Posted by PaulF on 12 Aug, 2020 05:10 PM

    PaulF's Avatar

    Hi Derek - is this what you are after? Looks identical to yours. Paul

  3. 93 Posted by derekkent23 on 12 Aug, 2020 05:45 PM

    derekkent23's Avatar

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

    Yes, they were the screen shots I wanted to check and they look OK.
    Try RESTORE FROM BACKUP using the attached file.
    It simply has one security Volkswagen AG
    On my computer it looks to be working OK, see how it works for you.
    You will need to unzip the file to get to PaulF-20200812-1838.moneydancearchive

  4. 94 Posted by PaulF on 12 Aug, 2020 06:31 PM

    PaulF's Avatar

    Many thanks. This file works so it looks like my file has become corrupted in some way. I will experiment in creating a new Euro2 currency and will see if that works. If I set the FX rate as 1 Euro to what looks like a valid Euro history file. Will that then pick up the right FX rate historically and from QL going forward? I could then redenominate my Euro investments as Euro2... Any thoughts on if this will solve this?

  5. 95 Posted by derekkent23 on 12 Aug, 2020 07:08 PM

    derekkent23's Avatar

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

    If more than on Currency or for that matter Security has the same ticker symbol the Quote Loader will only display/update one of them.

    If I add Euro2 as a currency to the test data set then as it happens Quote Loader displays/updates Euro2 and Euro is ignored. When the Volkswagen AG currency is set to Euro2 the price for Volkswagen AG updates correctly.

    Is Volkswagen AG the only Euro Security you have or are there other and do they work?

    I should do a EXPORT BACKUP before you try any fix.

    Not tried this so make sure you have a backup.
    Once you have converted everything to Euro2 delete Euro as a Currency and then rename Euro2 to Euro.

  6. 96 Posted by PaulF on 13 Aug, 2020 01:18 PM

    PaulF's Avatar

    Hi Derek I am testing this solution and it seems to work. My only question is the effect of deleting the Euro as a currency. I seem to remember that MD book FX transactions at the spot rate and then does not change them when the rate is changed. Eg if I booked A Euro transaction in 2010 at the 2010 rate, this will not be affected if the 2010 rate is deleted. My thought is that the only effect will be the Balance translation of accounts denominated in Euros and that this would be corrected once the new Euro FX rates were input. BTW is there an easy way to export the MD historic Euro rates so that I can import them into my new Euro account? I will continue testing.... Alo on rereading the Guidance Notes to QL I realise that you are the author - it is really useful. Many thanks for your help.

  7. 97 Posted by derekkent23 on 13 Aug, 2020 02:34 PM

    derekkent23's Avatar

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

    No harm in testing theories provided at each stage you do an EXPORT BACKUP so you can find your way back.
    As far as I know there is no way to export Euro Exchange Rates, they are not even included in a QIF export or any of the reports.

    You can import exchange rates, but not export them.

    Lets me know how you get on.

    Good Luck.

  8. 98 Posted by sjperry on 10 Sep, 2020 08:12 PM

    sjperry's Avatar

    Hi, Does (or will) the Quote Loader support the new 2020 version of Moneydance?
    I think I am in your target audience - just need today's quotes (as I open MD almost daily) and QER tool is way too slow. Thanks

  9. 99 Posted by derekkent23 on 10 Sep, 2020 08:45 PM

    derekkent23's Avatar

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

    The current version of Quote Loader will run with Moneydance 2019 and 2020.

    For information see post 63 at
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Download the PDF attached to posts 63 and have a read.

    To get an overview take a look at the YouTube videos by using the links on page 1 and 2 of the PDF.

    Let us know how you get on or if you need help just post.

    Hope this helps.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac