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/480555922020-02-01T07:22:23Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>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 <a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a>.</p>
<p>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. <strong>I would like to thank hleofxquotes for his work and help in making Quote Loader an extension of choice.</strong></p>
<p>I have asked TIK to add Quote Loader to the list of available extensions. This is being considered.</p>
<p>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 <strong>securityquoteload.mxt</strong> from my repository (<a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a>) and add it using the MD Extensions/Manage Extensions/Add from File. The updated PDF will be available shortly.</p>
<p><strong>IT IS IMPORTANT THAT YOU FOLLOW THE INSTRUCTIONS ON MY WIKI (<a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Home">https://bitbucket.org/mikerb/moneydance-2019/wiki/Home</a>) ABOUT UPGRADING FROM THE OLD VERSION OF QUOTE LOADER. YOU NEED TO REMOVE THE RHUMBA EXTENSION.</strong></p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-01T08:31:55Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>The latest build 3021 of Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance). As a signed extension it is <strong>now available</strong> under EXTENSIONS – MANAGE EXTENSIONS.</p>
<p><strong>UPDATE from last build:</strong></p>
<p>• Automatic Update. A RESET AUTO RUN button has been added to negate the need to restart Moneydance after certain changes are made to Automatic Quote Update settings.</p>
<p>• Name changes to buttons relating to the Export Data feature, plus further error trapping messages added to help users.</p>
<p>• Change Quote Loader from a three-element system to a single extension.</p>
<p>EXISTING USERS should REMOVE (uninstall) the following extensions: Rhumba, the old Quote Loader and MD Extensions Installer under EXTENSIONS – MANAGE EXTENSIONS – INSTALLED tab.<br>
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.</p>
<p>• MB Extension Installer is no longer required to install Quote Loader. As a signed extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.</p>
<p>Simply click EXTENSIONS – MANAGE EXTENSIONS, find Quote Loader and click install.</p>
<p><strong>Once installed re-start Moneydance</strong> - installation complete.</p>
<p>Quote Loader was developed and is supported by Mike Bray.</p>
<p>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, follow the instructions on how to use Quote Loader.</p>
<p>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>Acknowledgement to Kevin N and dwg for their support during development.</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.</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/480555922020-02-01T11:22:46Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Thanks to all involved. Excellent work. :)</p></div>robert.l.spauldingtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-07T05:54:57Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Hmmm- I thought I installed quote loader a while back (weeks), but If I see it say v3021 in the extensions list, I assume I'm cool?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-07T06:20:38Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>V3021 was released a week ago, if you installed before then it is likely you installed V3020.</p>
<p>V3021, hopefully to be soon replaced by V3023, has a completely new backend and uses a different installation method. This is to comply with the new security approach introduced in Moneydance 2019 build 1899</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-07T07:52:49Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dantdavis</p>
<p>The current build of Quote Loader is 3021, the first build using the new system, a single extension.</p>
<p>The last build of Quote Loader used in the three element Quote Loader system was build 3016.</p>
<p>3017 to 3020 were never released, they were for development and testing.</p>
<p>If you are upgrading from build 3016 or earlier or a new user follow the process at <a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader#comment_48055661">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p>
<p>A new build 3023 is imminent, watch this thread.</p>
<p>Hope this help</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-07T07:56:24Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Chuckle, that will teach me to make sure I'm looking in the right place and to make sure I'm not trying to multitask when I'm doing it ;)</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T00:34:47Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Looks like v3023 is out and I just updated to it. Thanks - a VERY necessary extension.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T07:43:09Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>@dantdavis, you are right, TIK released it over night (GMT).</p>
<p>Build 3023 has an extra psuedo currency of GBp. Moneydance stores security prices in Pounds Sterling whilst some stocks are quoted in Pence. They have currency of GBX or GBp. Quote Loader will convert these to Pounds Sterling. You will see these in the Trade Currency column.</p>
<p>Quote Loader also deals with South African Rand (ZAR) and cents (ZAX) in the same way.</p>
<p>To update Quote Loader:<br>
1. Open Moneydance<br>
2. Select Extensions/Manage Extensions from the menu<br>
3. Find Quote Loader and remove it<br>
4. Select Install against Quote Loader<br>
<strong>5. RESTART MONEYDANCE!!!</strong></p>
<p>Quote Loader should show a build number of 3023.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T08:08:27Z2020-04-03T14:46:38ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>The latest build 3023 of Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance).</p>
<p><strong>UPDATE</strong></p>
<p>• Fix bug related to quotes returned in British Sterling Pence from the source Yahoo.</p>
<p>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.</p>
<p>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.</p>
<p>As a signed extension Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.</p>
<p>Simply click EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE tab, find Quote Loader and click install or update.</p>
<p><strong>Once installed re-start Moneydance</strong> - installation complete.</p>
<p>Quote Loader was developed and is supported by Mike Bray.</p>
<p>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, follow the instructions on how to use Quote Loader.</p>
<p>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>Acknowledgement to Kevin N and dwg for their support during development.</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.</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/480555922020-02-08T21:48:56Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I think you also mean for the "Rhumba (1057) yp be uninstalled?</p></div>sprimosttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T21:52:17Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Yes Rhumba should also be uninstalled.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-08T22:17:19Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi sprimost</p>
<p>If you follow the process outlined</p>
<p>“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.”</p>
<p>then one of the extensions you will uninstalled will be rhumba.</p>
<p>Then simply click EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE tab, find Quote Loader and click install or update.</p>
<p>Once installed re-start Moneydance - installation complete.</p>
<p>If you had any other Mike Bray extensions you then want to reinstall as a signed extension, you should follow the process outlined by Mike at</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/moneydance-development/2672-the-new-quote-loader-and-other-extensions">https://infinitekind.tenderapp.com/discussions/moneydance-developme...</a></p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-10T08:40:04Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Many thanks!</p></div>Scott M.tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-14T23:22:02Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Mike - not sure how often you happen to look here, but is there a problem with the bitbucket site in general? my AV is reporting two viruses when i visit the site, just visit, not download. i know the site is not yours but thought i'd ask.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-15T05:38:22Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Are you talking about my WIki or bitbucket in general?</p>
<p>I have downloaded all of the files in the downloads folder and run a virus scan against them (McAfee) I did not find any viruses.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-15T14:22:52Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I keep getting it each time i do to the download folder. so it's like a on that page NOT any particular file. So I'm obviously hesitant to download at this point in time. Sorry I can be more specific as the AV software is just reporting it only when load that page and the site just tries to install these two files. type is an HTML Exploit.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-15T15:55:23Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I am not support staff just a user.<br>
Hi Mark</p>
<p>I have one windows computer running McAfee LiveSafe and another Norton 360 nether report a issue. I have tried Google Chrome and Microsoft Edge.</p>
<p>What AV are you running? What browser, perhaps try a different browser. What computer operating system. Can you paste the web address?<br>
Were you hopping to download a file, if so which file?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-16T10:06:28Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I think it is a bitbucket/your AV issue. My content seems to be OK and I don't get any issues. My AV is McAfee.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-16T15:25:54Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I'm beginning to think the same thing as it's only on bitbucket and only in that one folder. I'm using ClamXAV on my Mac!<br>
Mike, thanks for looking and sorry to have been an alarmist. I so appreciate the work you've put into Quoteloader and it's previous incarnation!</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-17T12:36:45Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Derek - to answer your questions, i'm on a Mac, use ClamAV as my malware/AV and generally use Safari. I tried this morning with Chrome and well i had not issue reported by Clam when i visited Mike's download page. And obviously this is a moot point since i don't need to install quote loader now any other way but through MoneyDance Extension Manager.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-17T13:51:22Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I am not support staff just a user.<br>
Hi Mark</p>
<p>Thanks for taking the time to reply.</p>
<p>I agree for Quote Loader Manage Extension is the way to go. However, Mike has other signed extension on his site which at some point you or others may want to use and they are not in Manage Extension. The fact that your AV does not have an issue when Chrome is used further suggest your AV gives a false positive with Safari. Not an AV expert.</p>
<p>Have Fun.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-18T21:09:57Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Is there a "Using Quote Loader" thread or pdf anywhere? EDIT - found the main pdf file in this thread. Thanks.</p>
<p>I saw someone ask about mutual funds today, and I have a similar question about bonds/cds and their "implied value" (i.e. 100 vs what they are selling at).</p>
<p>I have a Microsoft 5.2% note - but the ticker just says 7304604. I'm not sure how to make this actually work, but it may or may not be simple.</p>
<p>Similar question about Money Market funds that tend to stay at 1.00 like VMFXX - I probably don't need those updated ;), but just wondering how to make things like that "work" vs. disabling them.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-19T07:53:49Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Hi @dantdavis, basically if you can find what you are interested in on<br>
yahoo.com or ft.com then Quote Loader can load the price. Go to those<br>
respective sites in your browser and try to find the security/fund you<br>
are interested in by name and copy the returned Ticker.</p>
<p>Quote Loader takes the ticker provided in MD and looks up the price on<br>
the selected source in the same way you do using a browser. If Yahoo or<br>
FT have the price I can load it.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-24T20:31:37Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>Mike/Derek - I get an error "Error loading current build numbers file" when I try to load the MB Extension Installer to uninstall the unsigned QL components. In the MB log, I see:</p>
<p>MB Extension Installer>INFO:20:27:26-AWT-EventQueue-0(CopyFile,loadModulesFile) Error downloading buildnumbers.csv</p>
<p>What should I do?</p></div>Mezzaninetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-24T21:32:25Z2020-04-03T14:46:37ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Mezzanine</p>
<p>Don’t try to install “MB Extension Installer”.</p>
<p>Under EXTENSIONS – MANAGE EXTENSIONS – INSTALLED, if installed, uninstall (Remove) rhumba and Quote Loader then reinstall Quote Loader from under EXTENSIONS – MANAGE EXTENSIONS – AVAILABLE and close and reopen Moneydance.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-02-25T08:41:47Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>Hi Mezzanine<br>
Due to changes within MD I have had to retire the MB Installer, so as Derek has pointed out please remove Quote Loader and Rhumba from the list of installed extensions and then reinstall Quote Loader from the list of Available Extensions.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-03-17T14:04:41Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>@derekkent23 ...</p>
<p>Many thanks - Quote Loader did the trick ...</p>
<p>PS; latest version of Moneydance and macOS ...</p></div>Adam Bellchamberstag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-03-17T14:09:14Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Adam</p>
<p>Glad Quote Loader has worked for you.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T08:16:16Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>The latest build 3024 of Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance).</p>
<p>UPDATE<br>
• Fix bug related to quotes returned for indices from the source Yahoo.</p>
<p>• Improve method for selecting exchanges in the Exch Mod box and using the Test Security feature. See section 2. on page 6 of the PDF Quote Loader Extension by Mike Bray Moneydance 2019 V8.1. If Test Security fails to return data a Fail message is now displayed.</p>
<p>• Update PDF “Quote Loader Extension by Mike Bray Moneydance 2019” to V8.1.</p>
<p>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.<br>
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.</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.<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, 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>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>Please keep this thread to this subject on how to use Quote Loader.</p>
<p>Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.</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/480555922020-04-03T08:59:30Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>Derek</p>
<p>Just to check ...</p>
<p>I was on QL v 3023 - when I clicked on Check for new updates/extensions and selected QL it instantly upgraded to v 3024 ...</p>
<p>So I don’t need to do anything else, right?</p>
<p>Thanks ...</p>
<p>With kind regards</p>
<p>Adam Bellchambers<br>
Email: <a href="mailto:adambellchambers99@btinternet.com">adambellchambers99@btinternet.com</a><br>
Mobile: +44 (0)7802 461444</p>
<p>Sent from my iPad</p></div>Adam Bellchamberstag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T09:50:11Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>I am not support staff just a user.<br>
Hi Adam</p>
<p>Yes, in the list if you Click Quote Loader wait for the download, then click FINISH and provided you then just close and reopen Moneydance, when you open Quote Loader it should read 3024 and be ready to go.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T14:38:30Z2020-04-03T14:46:36ZThe new Quote Loader<div><p>First issue:<br>
Did the “Update” extension in MD. and then opened QL, did a “get prices” and it didn’t work. Required a close down and reopen of MD for it to work.</p></div>Andy Geissetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T15:21:20Z2020-04-03T15:22:02ZThe new Quote Loader<div><p>I am not support staff just a user.<br>
Hi Andy</p>
<p>The need to restart Moneydance after updating a build of Quote Loader is <strong>Normal</strong>.<br>
Its detailed in the PDF</p>
<p>“Quote Loader Extension by Mike Bray V8.1</p>
<p>And in the release note in post 29 in this discussion athttps://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader/page/1#comment_48217287</p>
<p><strong>Once installed re-start Moneydance - installation complete.</strong></p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T15:43:51Z2020-04-03T15:43:51ZThe new Quote Loader<div><p>Got it. MD should say that when you hit the “install button”. Because it looks like it installs just fine. So maybe a simple change by MD when you hit install on that extension to require a restart.</p></div>Andy Geissetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T15:57:39Z2020-04-03T15:57:39ZThe new Quote Loader<div><p>I am not support staff just a user.<br>
Hi Andy</p>
<p>Would be a go idea, but I believe it outside of Mike Brays control, hence the emphasise in the update notes and PDF.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T15:59:38Z2020-04-03T15:59:38ZThe new Quote Loader<div><p>Agree, should be Sean.</p></div>Andy Geissetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-04-03T17:20:35Z2020-04-03T17:20:35ZThe new Quote Loader<div><p>The requirement to restart is purely a QL requirement not MD so it is<br>
not Sean.</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-15T04:44:00Z2020-06-21T12:11:37ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019 & 2020 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>The latest build 3025 of Quote Loader is a third-party extension that has been reviewed and signed by Infinite Kind (Moneydance).</p>
<p><strong>UPDATE</strong></p>
<p>• Add exchange extension “:LSE” to FT Ticker symbols when London Stock Exchange is selected under Exch Mod.</p>
<p>• Add new feature to retrieve historical data for Security Prices, Cryptocurrency Investment Prices and Market Indices.</p>
<p>• Update PDF “Quote Loader Extension by Mike Bray Moneydance 2019” to V9.0</p>
<p>• Update Quote Loader Short and Full Video Tutorial to V9.0</p>
<p>• Update PDF “Quote Loader Extension, Moneydance 2019 Handling Cryptocurrencies and Market Indices to V4.0”</p>
<p>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.<br>
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.</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>
<strong>Once installed re-start Moneydance - installation complete.</strong></p>
<p>Quote Loader was developed and is supported by Mike Bray.</p>
<p>PDF’s and Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922020-06-15T19:07:43Z2020-06-15T19:12:16ZThe new Quote Loader<div><p>Excellent to get an Email notification about this, thanks derekkent23<br>
Quote Loader updated to 3025 and working fine here :)</p></div>rkmttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-15T19:49:10Z2020-06-15T19:49:10ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi rkmt</p>
<p>Glad you found the new build of Quote Loader and hope the new ability Mike has added to retrieve history data is of benefit.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-16T00:28:41Z2020-06-16T00:28:41ZThe new Quote Loader<div><p>Awesome. Fantastic. Great. Thank you.</p></div>Mike V.tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-16T10:35:22Z2020-06-16T10:35:22ZThe new Quote Loader<div><p>Hello, I just stumbled across this thread.</p>
<p>I do not have securities but I have a lot of transactions from a multitude of bank accounts in GBP/EUR/USD/AUD/INR. The conversion rates that Moneydance is applying are completely out of whack (please see my post 'crazy exchange rates').</p>
<p>Will this extension retrieve and apply the correct currency conversion rates for both new and previously entered transactions? I'm asking because I don't want to use it and then find that I've created even more chaos in my accounts than they are in already.</p>
<p>Thank you,<br>
Jessica</p></div>jessy.jonestag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-16T10:51:45Z2020-06-16T10:51:45ZThe new Quote Loader<div><p>Hi Jessica</p>
<p>Quote Loader will only download and store the current currency rates. <br>
MD stores all values in the base currency. It then uses the<br>
conversation rate available for the foreign currency and transaction<br>
date to convert it.</p>
<p>It sounds like Quote Loader will not do what you are after. If you use<br>
the Tools/Currencies option you can double click on each currency and<br>
see what rates are stored. You can change these or delete entries. I<br>
suggest you create a copy of your file and open it and play around with<br>
currency rates to see where the issue is.</p>
<p>Regards<br>
Mike Bray</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-16T11:42:25Z2020-06-16T11:42:25ZThe new Quote Loader<div><p>Thank you for taking the time to reply Mike. I will keep trying!</p></div>jessy.jonestag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-16T23:13:04Z2020-06-16T23:13:04ZThe new Quote Loader<div><p>Is there a way to get prices for Bonds aka Fixed Income securities? I am living in the USA and all my holdings are traded in the USA. My portfolio includes a number of Bonds, which Yahoo does not provide prices for, or at least i haven't found them there. Example: AT&T bond having these identifiers: CUSIP 00206RHW5, ISIN US00206RHW51, or SEDOL BK1MHJ2.<br>
I usually do a weekly prices download from Fidelity for my portfolio held at Fidelity and then use Security Price Loader to bring these into MD - works well, but would love to use the new Quote Loader. Thank you, Mike!</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-16T23:26:35Z2020-06-16T23:26:35ZThe new Quote Loader<div><p>I'm a fellow user.</p>
<p>Quote Loader can only retrieve prices that Yahoo or FT provide. If these services do not have price quotes for a particular security there is no way for Quote Loader to get a price.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-17T01:07:17Z2020-06-17T01:07:17ZThe new Quote Loader<div><p>Dear dwg,<br>
I truly do appreciate your valued support to the community.<br>
I am hoping that Mike Bray would comment on this, so please do not pre-empt this issue.<br>
Bonds are Fixed Income Securities, and depending on ones age, a typical portfolio may include this type of Securities (nearer to retirement, the conventional wisdom is to have your investments 50% stocks and 50% bonds).</p>
<p>The fantastic Quote Loader extension does not mention anywhere that it works with stocks and funds “only” , but not with Bonds and I try to reach out to Mike in an attempt to see if he has or is thinking of creating a solution for this. For example, cbonds.com offers an API to retrieve bond data.</p>
<p>Thanks<br>
Fred</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-17T07:17:58Z2020-06-17T07:17:58ZThe new Quote Loader<div><p>Quote Loader is designed to be used world wide (about 800 users at the<br>
last count) and FT and Yahoo cover the majority of securities and<br>
currencies available. Bonds tend to be country specific and I am loathe<br>
to start down the road of country specific sources, though should I have<br>
time on my hands I will look at it. The first enhancement will be<br>
currency rate historical data. I have recentlty added historical data<br>
for equities and funds (Build 3025).</p>
<p>Fred, sorry about that but I suggest you use your current solution.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-17T12:50:15Z2020-06-17T12:51:39ZThe new Quote Loader<div><p>@Mike Bray - Just an idea... rather than making something country-specific, could you adapt Quote Loader to allow a user-defined URL for where the current value is, plus a regular expression to locate the current value on that page?</p>
<p>For example, if I know the current value for my bond is at "<a href="http://www.example.com/mybond.html">http://www.example.com/mybond.html</a>" and the current value is defined by regular expression "^MyBond current price: (.*)$".</p>
<p>That would make Quote Loader phenomenally flexible for all sorts of financial instruments and prices.</p>
<p>Probably a lot of work though... :-)</p></div>JFGtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-17T13:37:21Z2020-06-17T13:37:21ZThe new Quote Loader<div><p>Each source constructs its pages differently so picking out the price<br>
would be difficult, also you need an expression for the trade date as<br>
well. I think only a few people would be able to do this. It would not<br>
be high on my list of things to do.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-17T17:46:48Z2020-06-17T17:46:48ZThe new Quote Loader<div><p>From: sprimost</p>
<p>Reading the documentation regarding the feature to retrieve historical<br>
quotes. As I understand it, Quote Loader would/could retrieve previous<br>
prices back to the last "quoted" price. I think that is fantastic! But,<br>
I got to thinking, and wonder if you add a new security, would Quote<br>
Loader retrieve all the prices backwards to the limit of the stock price<br>
source (i.e., Yahoo for 30(?) days? Not getting my hopes up, but that<br>
would be completely awesome!!!</p>
<p>Thanks</p>
<p>/scp</p></div>sprimosttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-17T18:20:39Z2020-06-17T18:20:39ZThe new Quote Loader<div><p>Thank you Miike for your feedback and above all for your outstanding work.<br>
There could be a mention in the Quote Loader that it will not load prices for Bonds.</p>
<p>Yes, I’ll continue to use my routine, which is: log in to Fidelity, download my holdings (csv file of current prices and more) in one click, open Security Price Loader extension in MD, navigate to and load the csv file, choose columns for Symbol and Last Price, Load Data. Simple and works well for me.</p>
<p>Could probably be automated, if Security Price Loader would allow in a first step to log into the institution holding my securities (Fidelity in my case), instead of Yahoo a.o. to download the prices, and then proceed as usual. to load the data.<br>
Or, MD does already allow to download transactions from the institutions, could this be expanded to include prices?</p>
<p>Hoping that the Security Price Loader is kept alive !</p>
<p>Regards,<br>
Fred</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-17T18:31:51Z2020-06-17T19:31:53ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi sprimost</p>
<p>Its possibly better than awesome.</p>
<p>If you add a new security without making a purchase and in Quote Loader tick the INCLUDE ZERO ACCOUNTS box, then if supported, the sources Yahoo HD will retrieve about one years’ worth of data, FT about 28 days.</p>
<p>If you make a purchase the data is retrieved from the last purchase date going forward. If the purchase date is older than one-year Yahoo, 28 days FT, then the data retrieved is limited to these ranges.</p>
<p>In the currency/history window if you CLEAR ALL so there is no last date the maximum historical data will be retrieved.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-18T07:21:00Z2020-06-18T13:04:54ZThe new Quote Loader<div><p>Just to clarify, if you add a new security to need to add it to an<br>
investment account for the INCLUDE ZERO ACCOUNTS to work. So sequence of<br>
events:</p>
<ol>
<li>Add security (Tools/Securities)<br></li>
<li>Run Quote Loader, tick Include Zero Accounts<br>
3.Set price source for new security (FT HD or Yahoo HD)<br>
4.Get Prices<br></li>
<li>Click on new security on th left<br></li>
<li>Save Prices<br></li>
<li>Enter first buy of this security</li>
</ol>
<p>If you do 7 before 4 then you only get the latest price as 7 adds a<br>
price history for you.</p>
<p>Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-18T16:00:51Z2020-06-18T16:00:51ZThe new Quote Loader<div><p>Thank you.....Better than awesome! It saves me a whole lot of work when<br>
I buy new securities during those "re-adjustment" times.</p></div>sprimosttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-20T14:29:08Z2020-06-20T14:29:10ZThe new Quote Loader<div><p>Fred, can you help me out. I'm sure I overlooked something obvious, but I can't find Security Price Loader in my list of available extensions.</p>
<p>I'm running Moneydance 2019.3 (1880) on a W10 computer.</p>
<p>Thanks for the help.</p>
<p>Dick</p></div>Dicktag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-20T15:22:10Z2020-06-20T18:25:38ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Dick</p>
<p>Although Mike Bray has written a number of Extensions only Quote Loader can be found under EXTENSIONS – MANAGE EXTENSIONS.</p>
<p>Mike other Extensions can be found on his site including Security Price Loader (securitypriceload.mxt) at <a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a></p>
<p>Download the file then drag and drop it into the Moneydance side bar, list on the left.</p>
<p>How to use see <a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Security%20Price%20Load">https://bitbucket.org/mikerb/moneydance-2019/wiki/Security%20Price%...</a></p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-20T16:17:29Z2020-06-20T16:17:30ZThe new Quote Loader<div><p>Great.<br>
Thanks for the help.</p>
<p>Dick</p></div>Dicktag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-21T10:30:38Z2020-06-21T10:30:38ZThe new Quote Loader<div><p>Just updated to the new version MD 2020 build 1913. I'm getting three red warnings about Quote Loader, rhumba and MB extension installer not verified and should be considered unsafe ??</p></div>gandrews82tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-21T10:47:58Z2020-06-21T10:47:58ZThe new Quote Loader<div><p>It sounds like you have an older version of Quote Loader installed.</p>
<p>As per the first couple of posts:</p>
<p>"USERS should REMOVE (uninstall) the following extensions: Rhumba, the old Quote Loader and MD Extensions Installer under EXTENSIONS – MANAGE EXTENSIONS – INSTALLED tab. The background folder “.rhumba” is redundant, expert user can if they so wish delete the “.rhumba” folder with Moneydance closed. "</p>
<p>You can then use the Manage Extensions menu item to load the latest version of Quote Loader.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-06-21T12:05:35Z2020-06-21T12:05:35ZThe new Quote Loader<div><p>Thanks, dwg, sorted.</p></div>gandrews82tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-03T19:33:13Z2020-07-03T19:33:13ZThe new Quote Loader<div><p>Mike, Derrik, HLE,<br>
Any chance that the next revision of Quote Loader will handle High/Low/Volume data for equities as well? I keep dreaming that Sean (or someone) will add some plotting analysis features to MD and having that data for candle plots etc. would be great. This is one feature that the Quote and Exchange Rate Loader does that the new Quote Loader does not.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-03T19:51:15Z2020-07-03T19:51:15ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019-2020 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 2019/2020 latest Quote Loader build is 3026.</p>
<p><strong>UPDATE</strong></p>
<p>• Add new feature to retrieve historical data for Exchange Rates and Cryptocurrency Exchange Rates.</p>
<p>• Update PDF “Quote Loader Extension by Mike Bray Moneydance 2019-2020” to V9.1</p>
<p>• Update PDF “Quote Loader Extension, Moneydance 2019-2020 Handling Cryptocurrencies and Market Indices” to V4.1</p>
<p>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.<br>
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.</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 Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922020-07-03T20:01:18Z2020-07-03T20:01:18ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Sth</p>
<p>Quote loader does include volume if you tick the include volume box but as you say not Highs and Lows.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-04T04:10:11Z2020-07-04T04:10:11ZThe new Quote Loader<div><p>Hi sth</p>
<p>It is possible with historical prices, not current. I will add it when<br>
I next do some work on QL.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-04T19:58:06Z2020-07-04T19:58:06ZThe new Quote Loader<div><p>Mike, that would be great. I assume that there isn't a High/Low values until the end of the day. And they only exist for equities and ETFs and not Mutal Funds that transact at the end of the day. Those limitations are built into the financial system.</p>
<p>I still use the Alphavantage built in quote loader that doesn't load anything for the day until the end of day values are posted.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-04T20:09:46Z2020-07-04T20:09:46ZThe new Quote Loader<div><p>are you guys trying to make MD an equity trading analysis tool?<br>
Can we just stick to MD keeping track of what we monies we have where? Why would one need to track days high/low and volume in an accounting software app?<br>
;-) Fred</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-04T20:48:26Z2020-07-04T20:48:26ZThe new Quote Loader<div><p>@Fred, well if it was just a checkbook tracker you might be right. But MD is a "Personal Financial Manager". This includes tracking and evaluating investments as well as keeping your checkbook balanced. If you have more limited needs, that is fine. But I don't think that sticking to that simple task is what MD is designed and marketed for.</p>
<p>Maybe you don't realize that MD already does track the daily high and low and one can (and I do) import qif files with that data. This is already a supported feature of MD and asking if a 3rd party extension can also support that feature is not really a misdirection of resources from your checkbook balancing needs.</p>
<p>You should look for developers (or become one yourself) that are interested in those keeping track of monies features that you wish to add through extensions. That is certainly not the extension that this thread is concerned with.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-04T22:09:13Z2020-07-04T22:09:13ZThe new Quote Loader<div><p>You are right, it is a Personal Financial Manager, which I have been using for over 10 years for that purpose. More bells & whistles is great - for Financial Management.<br>
I for one expressed the wish, and communicated in this thread with Mike - our champion - that Quote Loader, or MD for that matter, expands to load prices for Fixed Income/Bond holdings, which in my humble opinion is a needed Financial Managment tool expansion, higher up in the list of things of "nice to have" than tracking high/lows & volumes.</p>
<p>We are all so lucky to have Mike kin particular when IK seems to be in hibernation.<br>
Best regards, in any event :-)</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-04T22:35:33Z2020-07-04T22:35:33ZThe new Quote Loader<div><p>Fred, I wouldn't be that hard on Sean, there are continual incremental upgrades to MD and note that for both Mike and Sean this is not their day job.</p>
<p>The problem with expanding QL is the data source. This is something HLE started for use on MS Money. My guess is that data source is not particularly encouraged since Yahoo and Google stopped providing quotes. Expansion of downloads may show up on the radar of the owning organization and cause loss of that source. Or maybe not.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-04T22:48:17Z2020-07-04T22:48:17ZThe new Quote Loader<div><p>I'm a fellow user.</p>
<p>The problem with prices is having a reasonable source for them. There is a small group of users working with Mike that do things like documentation (Derek) testing the software, offering ideas, suggestions, proof reading etc.</p>
<p>You can see Quote Loader has provision for 2 sources today, in group discussions others have been suggested, but investigations have proven that they are not suitable for use for a variety of technical reasons. So far I do not believe any source for bond pricing has been put forward that has wide enough coverage for it to be viable, it has been a conscious decision to avoid country specific sources - after all Moneydance is sold around the world, or where it is technically feasible to be able to reasonably extract the prices from the source.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-05T07:51:43Z2020-07-05T07:51:43ZThe new Quote Loader<div><p>To add my two pennies worth.</p>
<p>QL can only capture what is available on the web page. It basically<br>
sends a request to the source for the web page for a security and then<br>
extracts the price/trade date/currency from the web page. High/Low<br>
figures are available on the Yahoo and FT Historical pages but not on<br>
the current price pages. The web page on each source is constructed<br>
differently so I have to analyse the page source, find the data I want<br>
and then construct an algorithm to extract the data. So adding sources<br>
is not a trival job and I will need a compelling reason to do it, eg.<br>
several users requesting it. I can only capture what is on the page.</p>
<p>As sth has said the author of hleofxquotes did the original work on this<br>
which I have continued.</p>
<p>There is an issue with Yahoo, it updates its pages constantly. If my<br>
request hits the Yahoo server as it is updating the page I want then the<br>
quote fails. Not much I can do other than try to rerun the request<br>
which could get into a loop if the user puts the wrong ticker into MD.</p>
<p>Last point, QL operates as if it is a user, ie. Yahoo and FT receive my<br>
requests as if I had typed it in a browser and replies accordingly. <br>
With the success of QL there is a danger that Yahoo and/or FT notice the<br>
high demand and do something to curtail it as AlphaAdvantage has<br>
throttled its service. If Yahoo or FT change their web page<br>
construction QL will stop working.</p>
<p>I will continue to support this as long as I am able.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-05T18:10:38Z2020-07-05T18:10:38ZThe new Quote Loader<div><p>Thank you Mike for chiming in. We love your work!<br>
There could be, maybe, an other way to get the security quotes: fetch it from the actual financial institution where the user is holding his securities.</p>
<p>As we mentioned in an earlier input in this thread, MD is a Personal Financial Management software. I use it, like probably the majority of users for doing my personal accounting and for tracking my net worth - the fundamental function and promise of MD.</p>
<p>Like most people, I am holding all my stock & bonds at one (1) financial institution, Fidelity Investments in my case. So, instead of going to Yahoo or FT (for as long as we can), could QL be configured to fetch the prices from ones’ financial institution, similar to what we can do with Mike’s Security Price Loader? No more threat of loosing access to Yahoo/FT, and the process would fetch prices of stocks AND bonds.</p>
<p>Of course and most likely, downloading prices from ones’ financial institution may not provide additional data like high/low and volume. But why would I need these additional data to track my Net Worth in my Personal Financial Managment software?</p>
<p>I strongly feel that Moneydance should stick to its fundamental premise as stated above. I just don’t see how watching (& storing) the days' high & low and volume tells me anything about my net worth - for me, a useless look into the rear view mirror.</p>
<p>Making investment decisions typically would/should require much more than analyzing the days' high/low and volume, and such data is easily available on the web or from one’s broker.</p>
<p>Now then, if it makes some users happy, sure track that data. But for prioritizing the software developers’ attention and work, I would rate this at the bottom of the list. Near the top of that list, I would put a facility track not only stocks and funds, but also bonds.</p>
<p>THANKS to everyone who contribute to the continued development of MD and its extensions.<br>
Fred</p>
<p>P.S. I had no idea that Sean’s work on MD is not his day job. Has Sean become the only ‘official’ developer for MD? What triggered my words is that we just passed the middle of the year 2020 and the formal MD release is still 2019.3 (1880), while Previews shows build 1915…</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-05T19:06:18Z2020-07-05T19:06:18ZThe new Quote Loader<div><p>Hi Fed<br>
It seems to me you are arguing for something you already have, Mikes Security Price Loader.</p>
<p>As you have your investments in one place and you infer they provide data in a format that Security Price Loader can help import into Moneydance you already have the tool you need. You have no need to install Quote Loader or use it.</p>
<p>The purpose of Quote Loader is to provide a solution to users like myself who depend on obtaining security prices from publicly available sources on the internet. Quote Loader in conjunction with Moneydance allows me to do my personal accounting and track my net worth. Before Quote Loader and its forerunner, I spent hours on different web sites entering security prices into a spread sheet before transferring the data to Moneydance.</p>
<p>Different users have different needs, it seems we both have the tools we need thanks to Mike.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-05T19:23:49Z2020-07-05T19:23:49ZThe new Quote Loader<div><p>QL is a nice piece of work and shows a lot of work by Mike and HLE to pull the data correctly from the web pages. As long as the usage does not raise alarms and drive the data provider into a cat and mouse game of tweaking the web page to prevent this QL will continue to work. That software has really filled a need quite well.</p>
<p>Setting up to work with a bunch of different financial institutions with login issues etc. seems to be a whole 'nother project.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-05T20:10:03Z2020-07-05T20:10:03ZThe new Quote Loader<div><p>Hi sth</p>
<p>It’s one Sean tried to do with the Moneydance embedded java browser back at the end of 2018. To log into banks etc and download statements and enter transactions directly into registers. I surmise due to the difficulties, as you say with different financial institutions with login issues etc its only ever worked with a small number of institutions and then for me not constantly. As its never been developed as planned I suspect the difficulties were too great to warrant further effort.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-05T20:30:13Z2020-07-05T20:30:13ZThe new Quote Loader<div><p>Hi All,</p>
<p>As stated by forum members Mike Bray & sth respectively...</p>
<blockquote>
<p>With the success of QL there is a danger that Yahoo and/or FT notice the high demand and do something to curtail it as AlphaAdvantage has throttled its service.</p>
<p>As long as the usage does not raise alarms and drive the data provider into a cat and mouse game of tweaking the web page to prevent this QL will continue to work.</p>
</blockquote>
<p>Perhaps it should be suggested (maybe in the QL instructional PDF file) that those who are intending to make use of QL should sign up for a Yahoo account and / or a Financial Times account so as to, let's say, throw them off the scent.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-05T23:12:12Z2020-07-05T23:12:12ZThe new Quote Loader<div><p>Hi derek and sth,<br>
I understand the possible issues and variability of pulling data from a number of financial institutions and we can also say that here are a few, can i say dominant houses, maybe less than the large number of banks MD caters to. In my case (with Fidelity Investments, one of the very big global houses),<br>
I can download without problems the transactions for my 5 accounts there through the MD Online/Download All Accounts menu action - which tells me that MD has a way to get data from my institution.<br>
My holdings are currently 41 stocks/mutual funds and 12 bonds and I update my portfolio once per week and reconcile monthly. Hence, also weekly, I use the Security Price Loader (THANKS Mike) to update the prices of ALL my holdings, which I can easily get by logging into Fidelity to download a csv files of Last Price (and more data). So yes, I have a way to get my data, albeit in a simple but multi-step process.<br>
It is a very common wisdom that the average investor should have a portion of his investments in stocks and another portion in bonds, with the ratio between the two depending on the investor’s age. I would therefore venture to say, that the average MD user who has an investment portfolio most likely owns stocks and bonds. Maybe some readers of this thread could share their types of holdings, or am I the only MD user who holds some bonds?</p>
<p>Thank you all,<br>
Fred</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-06T01:15:53Z2020-07-06T01:15:53ZThe new Quote Loader<div><p>I'm a fellow user.</p>
<p>I expect the majority of investors do have bonds but I think in many instances they will be held via investments in funds rather than directly holding them.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-06T02:08:29Z2020-07-06T02:08:29ZThe new Quote Loader<div><p>Moneydance does not necessarily have a yearly release, for example there was no Moneydance 2016 or 2018. Build 1915 is being called a MD 2020 release, but I believe that is largely due to Moneydance using a different source for its Java build now as well as the reintroduction of a Windows 32-bit version (largely I think for the Surface PRO X) that the different Java build facilitates, rather than offering a new range of features.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-06T06:55:18Z2020-07-06T06:55:18ZThe new Quote Loader<div><p>I am one of the investors dwg talks about whose bond are held in funds, so in that respect Quote Loader works for all of us who invest in bonds that way.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-10T08:59:34Z2020-07-10T08:59:36ZThe new Quote Loader<div><p>The last couple of months AlphaVantage has been intermittent in its ability to get prices for my security. It finally stopped on 22nd June and trying to lookup the Ticker Symbol shows that they don't list it anymore.</p>
<p>Anyway, that spurred me on to having another go with Quote Loader.</p>
<p>It all worked a treat and so I would like to pass on my thanks to Mike, derrekkent23 and dwg and everyone else involved. Excellent work!</p></div>Mark Bowentag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-07-10T09:10:08Z2020-07-10T09:10:08ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Mark</p>
<p>Thanks for taking the time to post your feedback.<br>
Really glad Quote Loader is working for you.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T15:26:03Z2020-08-12T15:26:03ZThe new Quote Loader<div><p>I have been using quote loader for a number of years and it is great. Thanks to all concerned. Recently I have been having problems with prices denominated in Euros. I have MD v1919 and QL 3025. Using VW as an example as it is in the Mike Bray excellent guide, it downloads the VW price say approx 141 and recognises that it is in EUR but it does not seem to be recognising this as €141. FYI QL works fine on $, SF and DKK. It seems to be a QL issue as if I go back to rerun the price appears to be in £. The investment is held in a £ investment account and the base currency is £. Help gratefully received... I attach a screen shot demonstrating the problem as the last price does not have the €. Paul</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T15:45:00Z2020-08-12T15:45:00ZThe new Quote Loader<div><p>Further to my previous post, I do not seem to be able to set the currency of VW in Euros. I seems to default back to £ in case that is the problem. I can set any other currency but Euro eg USD SF etc. My be a MD issue on reflection or a user issue!</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T16:29:36Z2020-08-12T16:33:44ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi PaulF</p>
<p>Can you post a screen shot of the Volkswagen AG Currency/Security History window found under TOOLS – SECURITY – Volkswagen AG similar to screen shot 1. Also 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.</p>
<p>I can test with your setup. Just to confirm both the Base Currency and Investment Account are in British Pounds.</p>
<p>Whilst you are waiting for a reply, I would suggest you update Quote Loader to Build 3026<br>
See <a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader#comment_48442233">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p>
<p>EDIT just posing my comments to find your new post. As you can see I was concerned about the EURO setting. Does the currency EURO exist under TOOLS – CURRENCIES?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T16:30:36Z2020-08-12T16:33:19ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi PaulF</p>
<p>Screen shots</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T16:48:15Z2020-08-12T16:48:15ZThe new Quote Loader<div><p>H Derek - Yes Euro exists. I attach copies of screen shots to assist. Yes Euro exists as a currency as has worked fine for some years... I can set the currency in Security to pretty any other currency than Euro. It is as if it does not exist but clearly it does... Thanks for your help once again. Paul</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T16:53:49Z2020-08-12T16:53:49ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi PaulF</p>
<p>I don't see your screen shot at <a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader#comment_48544438">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T16:58:42Z2020-08-12T16:58:42ZThe new Quote Loader<div><p>I attach screen shot once QL has run - it defaults to the last currency used in my case £ and then if I choose Euro it multiplies. If I then close and reopen I go back to £...</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T17:03:11Z2020-08-12T17:03:11ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi PaulF</p>
<p>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.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T17:10:10Z2020-08-12T17:10:10ZThe new Quote Loader<div><p>Hi Derek - is this what you are after? Looks identical to yours. Paul</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T17:45:45Z2020-08-12T17:45:45ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi PaulF</p>
<p>Yes, they were the screen shots I wanted to check and they look OK.<br>
Try RESTORE FROM BACKUP using the attached file.<br>
It simply has one security Volkswagen AG<br>
On my computer it looks to be working OK, see how it works for you.<br>
You will need to unzip the file to get to PaulF-20200812-1838.moneydancearchive</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T18:31:17Z2020-08-12T18:31:17ZThe new Quote Loader<div><p>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?</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-12T19:08:18Z2020-08-12T19:08:18ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi PaulF</p>
<p>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.</p>
<p>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.</p>
<p>Is Volkswagen AG the only Euro Security you have or are there other and do they work?</p>
<p>I should do a EXPORT BACKUP before you try any fix.</p>
<p>Not tried this so make sure you have a backup.<br>
Once you have converted everything to Euro2 delete Euro as a Currency and then rename Euro2 to Euro.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-13T13:18:44Z2020-08-13T13:18:44ZThe new Quote Loader<div><p>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.</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-08-13T14:34:25Z2020-08-13T14:34:25ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi PaulF</p>
<p>No harm in testing theories provided at each stage you do an EXPORT BACKUP so you can find your way back.<br>
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.</p>
<p>You can import exchange rates, but not export them.</p>
<p>Lets me know how you get on.</p>
<p>Good Luck.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-09-10T20:12:11Z2020-09-10T20:12:11ZThe new Quote Loader<div><p>Hi, Does (or will) the Quote Loader support the new 2020 version of Moneydance?<br>
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</p></div>sjperrytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-09-10T20:45:42Z2020-09-10T20:45:42ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi sjperry</p>
<p>The current version of Quote Loader will run with Moneydance 2019 and 2020.</p>
<p>For information see post 63 at<br>
<a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader/page/3#comment_48442233">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p>
<p>Download the PDF attached to posts 63 and have a read.</p>
<p>To get an overview take a look at the YouTube videos by using the links on page 1 and 2 of the PDF.</p>
<p>Let us know how you get on or if you need help just post.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-10-22T09:56:11Z2020-10-22T09:57:59ZThe new Quote Loader<div><p>I've followed the development of this extension almost since the start. I didn't use the early development versions because they were quite involved.</p>
<p>Now it's in full 'user' mode, it is by far the best extension added to Moneydance.</p>
<p>Thanks for all the work you've put into this, Mike and Derek!</p>
<p>Paul Smith</p></div>paul.r.smithtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-10-22T13:34:11Z2020-10-22T13:34:11ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Paul</p>
<p>Really glad you like Quote Loader and it great to get positive feed back after all the hard work that was put in especially by Mike.</p>
<p>Stay safe, Have Fun.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-10-22T14:31:15Z2020-10-22T14:31:15ZThe new Quote Loader<div><p>Paul, thanks for the feedback. It is refreshing to see positive comments.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-10-22T14:36:59Z2020-10-22T14:36:59ZThe new Quote Loader<div><p>Mike, ditto. The extension is great and makes MD for investments work well!</p>
<p>Regards Stuart</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-10-22T18:05:16Z2020-10-22T18:05:16ZThe new Quote Loader<div><p>Yes, I have been using it since Derek sent the instructions and it's been<br>
great! Much appreciated.</p></div>sjperrytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-10-22T18:09:09Z2020-10-22T18:09:12ZThe new Quote Loader<div><p>Thanks for all the work you guys put into it.</p>
<p>Dick</p></div>Dicktag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-06T08:14:02Z2020-12-06T08:14:02ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019/2020/2021 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 2019-2020-2021 latest Quote Loader build is 3027.</p>
<p><strong>UPDATE</strong></p>
<p>• Allow Ticker symbols to include the character &</p>
<p>• Fix issue relating to some Locale settings under preferences.</p>
<p>• Update PDF “Quote Loader Extension by Mike Bray Moneydance 2019-2020-2021” to V9.2</p>
<p>• Update PDF “Quote Loader Extension, Moneydance 2019-2020-2021 Handling Cryptocurrencies and Market Indices & Futures” to V4.2</p>
<p>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.<br>
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.</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 Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922020-12-06T13:27:42Z2020-12-06T13:27:43ZThe new Quote Loader<div><p>I would like to thank Mike & Derek for resolving the problem of" &" which formed a part of the security ticker. updated to the new version and the rates updated correctly<br>
Tks once again<br>
Shamsu</p></div>shamsu hamidtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-12T15:33:19Z2020-12-12T15:40:27ZThe new Quote Loader<div><p>Hello Mike,<br>
thank you for this great plugin, it's very useful!</p>
<p>I'm trying to load quote of some Italian government bonds. I've found them in Yahoo but they are reported in "<strong>TLO</strong>" (extension "<strong>.TI</strong>") market. I don't know what it means...</p>
<p>They're quoted on <strong>EuroTLX</strong> (maybe TLO/.TI means EuroTLX?) and <strong>M.O.T.</strong> (this one is an Italian bonds market but it seems that is not supported by Yahoo)</p>
<p>Examples:</p>
<ul>
<li><a href="https://it.finance.yahoo.com/quote/IT0005415291.TI">IT0005415291.TI</a></li>
<li><a href="https://it.finance.yahoo.com/quote/IT0005410912.TI">IT0005410912.TI</a></li>
</ul>
<p>Can you suggest how to add them to quote loader? I think that there is no option for add ".TI" as suffix.</p>
<p>Probably we need to add the ".TI" suffix in file <code>src/com/moneydance/modules/features/securityquoteload/resources/stockexchanges.dict</code> but I'm not sure...</p>
<p>Thanks!<br>
Fabio</p></div>fabio.grassotag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-12T16:21:34Z2020-12-12T16:21:34ZThe new Quote Loader<div><p>Hi Fabio, The data after the . is the exchange, have a look at<br>
<a href="https://help.yahoo.com/kb/SLN2310.html">https://help.yahoo.com/kb/SLN2310.html</a> (EuroTLX - Itlay). You can add<br>
the .TI to the ticker in the security screen.</p>
<p>Create a security for each Bond you are interested in. When entering the<br>
data enter the ticker as it appears on Yahoo including the .TI<br>
extension. Quote Loader will pick this up. Make sure you do not specify<br>
an exchange for that entry.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-12T18:17:21Z2020-12-12T18:17:21ZThe new Quote Loader<div><p>Hi Fabio, when you said you had found them on yahoo I didn’t appreciate that you were talking about the Italian yahoo site. QL only works with the US site (finance.yahoo.com). If a security is not found there it can not be loaded by QL.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-27T16:30:59Z2020-12-27T16:31:22ZThe new Quote Loader<div><p>Hi Mike,<br>
thanks for your interest.</p>
<p>It seems that they're available also on Yahoo.com:</p>
<ul>
<li><a href="https://finance.yahoo.com/quote/IT0005415291.TI">IT0005415291.TI</a></li>
<li><a href="https://finance.yahoo.com/quote/IT0005410912.TI">IT0005410912.TI</a></li>
</ul>
<p>There is something strange because for IT0005415291 I can see the full quote, while for IT0005410912 I can see the search result (with the price) but there isn't a detailed stock page.</p>
<p>Anyway, I've tried to insert them in quote loader but it isn't loading prices.</p>
<p>It's not a big issue, these stocks don't have many swings, I can update them by hand every now and then.</p>
<p>Thanks anyway for your help</p></div>fabio.grassotag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-28T16:20:33Z2020-12-28T16:20:33ZThe new Quote Loader<div><p>IT0005415291.TI should update but make sure that there isn't an exchange<br>
defined for the entry and the full ticker including the .TI is defined<br>
for the security. Not much can be done for IT0005410912.TI</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-29T17:07:35Z2020-12-29T17:07:35ZThe new Quote Loader<div><p>Hi Fabio, I have found the issue. It is because Yahoo returns a different format page for your stock. However Yahoo HD does work. I have taken the Yahoo HD code and implemented in Yahoo but it does slow Yahoo down. I will release the update in the next build. As a work around use Yahoo HD.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-30T16:03:30Z2020-12-30T16:03:30ZThe new Quote Loader<div><p>is it possible to update all historical prices?</p></div>aeonlighttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-30T16:30:46Z2020-12-30T16:30:46ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
hi aeonlight</p>
<p>The sort answer is yes.<br>
For a detailed answer read the PDF attached to the Quote Loader release notes at <a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader#comment_48883238">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-31T15:18:03Z2020-12-31T15:18:03ZThe new Quote Loader<div><p>Just wanted to say thank you for all the work on this -- MD has been frustrating me lately with the issues with stock prices not updating consistently, Fidelity starting to fail, etc. Fixed the Fidelity issue with the help other users have graciously shared on the board and then found this about stock prices.</p>
<p>Been a longtime user (since at least 2008?) of the app and contemplated switching over the stock prices -- but I think this fixes the issues I was having and I can keep using the program. Thank you much.</p></div>trevortag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922020-12-31T17:27:59Z2020-12-31T17:27:59ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
hi aeonlight</p>
<p>Glad we were able to help.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-01-01T13:11:16Z2021-01-01T13:11:16ZThe new Quote Loader<div><p>I just installed this extension because MD stopped retrieving my Vanguard mutual fund quotes a few months ago. But, this extension is not retrieving anything, either. The progress bar stays at 0%. I don't know if there is something in my PC environment that is preventing it from calling out for the quotes. There's no error message -- just no results. Not sure how to investigate.</p></div>Tomtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-01-01T13:38:50Z2021-01-01T13:38:50ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Tom</p>
<p>Can you post a screen shot of the Quote Loader windows as the one I have attached.<br>
From this I might be able to help.<br>
What version and build of Moneydance are you running, e.g. 2021(3032)?<br>
What build of Quote Loader are you running?<br>
What is your computer operating system?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-01-01T13:55:20Z2021-01-01T13:55:20ZThe new Quote Loader<div><p>Well, guess what: all of a sudden it worked! It's odd because I had the extension installed, and no matter what settings I tried, it would not work. I removed the extension, restarted MD. I re-installed the extension, restarted MD. I set source to Yahoo, and when I clicked "Get new prices", it worked. So I think we're all good. I'll see what happens Tuesday when we have Monday prices to retrieve.</p></div>Tomtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-01-01T16:28:23Z2021-01-01T16:28:23ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Tom</p>
<p>The first time you installed Quote Loader did you restart Moneydance? See screen shot with note ”Please restart Moneydance after installing”<br>
If not, it won’t run as you described.</p>
<p>The same instruction is included on page 2 of the PDF in large type. The PDF is attached to the release notes at <a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader#comment_48883238">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p>
<p>If you have not read the PDF take a read to ensure you are getting the best out of Quote Loader.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T16:58:55Z2021-02-24T16:58:55ZThe new Quote Loader<div><p>I have ourchased Bitcoin in Euros through an Investment Account I have in Euros. My Base currency is GBP in MoneyDance. I created a new security BTC_EUR, since the purchase was in Euros, and I want to track it as an investment. I have also created a new Currency called BTC. When I run the Quoteloader extension a price for BTC-EUR it returned a value in GBP. I know that I did not follow the PDF instructions, but I do not think it covers my case, unless I am mistaken, where the base currency is in GBP but the investmen in Bitcoint is in a Euro account.<br>
However, in the Portfolio report the price looked like a Euro price, except it was a bit off, unless I run the currency update first. Should the procedure I described work?<br>
Sorry if a bit convoluted</p></div>davidvernonlongtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T18:14:07Z2021-02-24T18:14:07ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi davidvernonlong</p>
<p>Before I take a look, I want to make sure I understand your setup.<br>
1. Your Moneydance base currency is British Pounds.<br>
2. You have an Investment account in Euros.<br>
3. In this investment account you have a security for Bitcoins, the security is set up in Euros.<br>
4. You want to track the investment using Quote Loader.</p>
<p>What version and build of Moneydance are you running, e.g. 2021.1(3039)<br>
What is your computer operating system.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T18:57:24Z2021-02-24T18:57:24ZThe new Quote Loader<div><p>Yes to Q1 to 4</p>
<p>I am running Moneydance 3037, which I thought was the latest, because when I use the "check for updates" extension I am not being prompted to download another version.</p>
<p>I am using Quoteloader 3027</p></div>davidvernonlongtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T19:35:57Z2021-02-24T19:35:57ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi davidvernonlong</p>
<p>and my last question. What is your computer operating system.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T19:58:44Z2021-02-24T19:58:44ZThe new Quote Loader<div><p>Windows 10 Home</p></div>davidvernonlongtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T20:41:46Z2021-02-24T20:41:46ZThe new Quote Loader<div><p>Unfortunately MoneyDanc version 3027 will now not open. My other old computer, which is Windows 8 with MD version 2021 is working correctly.</p></div>davidvernonlongtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T21:35:02Z2021-02-24T21:35:02ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi davidvernonlong</p>
<p>The following is based on 2021.1(3039), current preview build from <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a>, on windows 10. I think you mean build 3037 not 3027? Build 3037 was a dud and just did not run.<br>
But I have no reason to believe that older working builds of 2021 will give a different result.<br>
Take a look at attached file. It contains screen shots of the Moneydance setup I think you were looking for and a Net worth report which looks correct.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T22:34:56Z2021-02-24T22:34:56ZThe new Quote Loader<div><p>Hi, What I was looking at was the price downloaded in quote loader, where along side BTC-EU, I see a price in GBP instead of EUR, as per the attached.<br>
Thanks<br>
David</p></div>davidvernonlongtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T22:58:25Z2021-02-24T22:58:25ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi davidvernonlong</p>
<p>As you can see from the screen shot in the excel file I posted earlier, it shows the LAST PRICE and NEW PRICE in Quote Loader are in Euros, not in Pounds. I think the reason yours are in Pound is due to the fact that you have not set up the Bitcoin Security correctly under TOOLS – SECURITIES – BITCOIN in that the currency in the dropdown is set to BRITISH POUNDS whereas it should be set to EURO. Take a look at the setting in this window, top left screen shot in my excel file and attached screen shot extract.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-24T23:35:02Z2021-02-24T23:35:02ZThe new Quote Loader<div><p>Yes, you are correct. Aplogies, should have got that right without bothering you, its pretty basic</p></div>davidvernonlongtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-25T07:35:05Z2021-02-25T07:35:05ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi davidvernonlong</p>
<p>That's OK. Glad its now working for you.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-27T11:00:28Z2021-02-27T11:00:31ZThe new Quote Loader<div><p>Hi,<br>
I am looking forward to using the new Quote Loader extension but I seem to have a general problem adding new extensions.</p>
<p>Having downloaded the securityquote3028.mxt file, when I click on the "add from file" I get the following error message ......</p>
<p>There was an error loading the extension file: java.lang.NullPointerException: Cannot invoke "java.io.InputStream.read(byte[], int, int)" because "metaStream" is null</p>
<p>I had previously been trying to add the securitypriceload.mxt (as I receive a daily .xls from one of the platforms with my fund prices) and get the same error message.</p>
<p>The support team at IK have been very helpful trying to resolve this, but are not quite there yet. I wonder if this is more a Java issue or something?</p>
<p>Any help would be appreciated as this stops me from trying these great looking new extensions!!</p>
<p>Many thanks,<br>
David</p></div>DavidUtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-27T11:19:28Z2021-02-27T11:19:28ZThe new Quote Loader<div><p>Have you renamed the MXT? Sometimes when you download you get a number on the end.. Extension loader complains if the name does not match the extension. Check it's exactly: securityquoteload.mxt before you install..?</p>
<p>(not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-27T12:42:50Z2021-02-27T12:42:50ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi DavidU</p>
<p>You don't need to download Quote Loader from Mikes site, it can be installed from EXTENSIONS - MANAGE EXTENSIONS.</p>
<p>Download the PDF in post 106 to see how to use Quote Loader from<br>
<a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader/page/4#comment_48883238">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-27T12:53:00Z2021-02-27T12:53:00ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi DavidU</p>
<p>By the way securityquoteload3028.mxt is a old archived file. If that's the one you are trying to install manually you should not try to use that. As I say install from EXTENSIONS - MANAGE EXTENSIONS</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-27T13:07:43Z2021-02-27T13:07:46ZThe new Quote Loader<div><p>Hi!</p>
<p>And very many thanks to both Stuart Beesley and derekkent23!</p>
<p>You have solved both my problems - which is brilliant.</p>
<p>Both extensions now successfully loaded so I can now look at how to use them.</p>
<p>Much appreciated<br>
David</p></div>DavidUtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-02-27T13:17:18Z2021-02-27T13:17:18ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi DavidU</p>
<p>Glad your on track.</p>
<p>Have Fun Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-03-02T14:31:17Z2021-03-02T14:31:21ZThe new Quote Loader<div><p>Mike and Derek,</p>
<p>I've been manually entering mutual fund prices for some time now. Just read this post, installed Quote Loader. It works great! Thanks for your efforts to share with us users.</p>
<p>Happy User,<br>
Scott</p></div>Scott13tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-03-02T14:53:09Z2021-03-02T14:53:09ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Scott</p>
<p>As the Developer most of the credit goes to Mike.<br>
Glad it works for you.</p>
<p>Have Fun Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-09T16:01:51Z2021-04-09T16:01:51ZThe new Quote Loader<div><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 2019-2020-2021 latest Quote Loader build is 3031.</p>
<p><strong>UPDATE</strong> • Before this fix the Current Price in Security Price History window would be incorrectly changed to the price used in a new Investment transaction involving a security if the transaction date predated the Quote Loaders last run.</p>
<p>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.<br>
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.</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 Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922021-04-09T16:33:26Z2021-04-09T19:13:30ZThe new Quote Loader<div><p>I am not support staff, just a user.</p>
<p>Note at time of post the message relating to Quote Loader build under EXTENSIONS – MANAGE EXTENSIONS is misleading, see screen shot. To install build 3031 click, REMOVE then INSTALL. After install the message is still somewhat misleading but at least Build 3031 is installed.</p>
<p>At some point hopefully the messages will be corrected.</p>
<p>Hope it will help.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-09T17:10:35Z2021-04-09T17:10:35ZThe new Quote Loader<div><p>@derekkent23 - "I am not a user, just a user."</p>
<p>I think you're suffering from self-denial ;-)</p></div>JFGtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-09T18:04:14Z2021-04-09T18:04:14ZThe new Quote Loader<div><p>Hi,</p>
<p>Noting “Before this fix the Current Price in Security Price History window would be incorrectly changed to the price used in a new Investment transaction involving a security if the transaction date predated the Quote Loaders last run”, would the same apply to currency exchange rates, or was this issue limited to security prices, as I am wondering why my exchange rate history is sometimes corrupted with strange rates, which I correct manually.</p>
<p>David</p></div>davidvernonlongtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-09T19:25:19Z2021-04-09T19:25:19ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi David</p>
<p>I found the Security Current Price issue. No Security Price histories, Dated Prices, are affected.<br>
I don’t know is exchange rates are affected in the same way.<br>
Perhaps Mike could comment.</p>
<p>I hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-09T19:33:39Z2021-04-09T19:33:39ZThe new Quote Loader<div><p>Hi David,It is possible that there could be some strange behaviour with security prices and currency rates which is now fixed. Prices received after the fix should be ok, please keep an eye on this and let me know if there are still problems.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-10T11:16:10Z2021-04-10T11:16:12ZThe new Quote Loader<div><p>Hi Mike.</p>
<p>Many thanks for your email.</p>
<p>I have been using the loader now for a number of weeks and it works really<br>
well - saves me so much time!</p>
<p>I did notice just a couple of times some strange behaviour, which sounds<br>
like the problem you have identified and fixed.</p>
<p>I'll update to the new version and will keep an eye on it.</p>
<p>It's a great addition to MD.</p>
<p>Thanks again and kind regards<br>
David</p></div>David Utag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-10T12:34:44Z2021-04-10T12:34:46ZThe new Quote Loader<div><p>Derek</p>
<p>I’ve taken this upgrade as an opportunity to set up Quote Loader properly (following the steps in your PDF) …</p>
<p>I want to set it up to Process currencies, but I can’t see how to tailor the currencies ie I only want EUR and USD (but I also get CAD, CNY & JPY) …</p>
<p>I’m sure there’s a simple answer, I just can’t see it!!!</p>
<p>Thanks …</p>
<p>Adam</p></div>Adam Bellchamberstag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-10T15:29:37Z2021-04-10T15:51:15ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Adam</p>
<p>Quote Loader list the currencies that are shown under EXCHANGE RATES on the SUMMARY page. Assuming that EXCHANGE RATES are set to display under PREFERENCES – SUMMARY PAGE.<br>
Double click on any exchange rate you do not want to follow and then EDIT and untick the box SHOWN ON SUMMARY PAGE. You can also untick the box using TOOLS – CURRENCES - Double click on subject currency – EDIT. Now when you open Quote Loader only the wanted exchange rates will be in the table.</p>
<p>PFD Point 2 page 3.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-16T19:36:54Z2021-04-16T19:36:54ZThe new Quote Loader<div><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 2019-2020-2021 latest Quote Loader build is 3034.</p>
<p><strong>UPDATE</strong> • The source Yahoo HD now provides Historical Price Highs and Lows for Stocks the results of which can be found in the associated Security History window.</p>
<p>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.<br>
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.</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 Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922021-04-16T19:39:21Z2021-04-16T19:39:21ZThe new Quote Loader<div><p>I am not support staff, just a user.</p>
<p>Note at time of post the message relating to Quote Loader build under EXTENSIONS – MANAGE EXTENSIONS is misleading. To install build 3034 click, REMOVE then INSTALL. After install the message is still somewhat misleading but at least Build 3034 is installed.</p>
<p>At some point hopefully the messages will be corrected.</p>
<p>Hope it will help.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-04-21T11:19:13Z2021-04-21T11:19:13ZThe new Quote Loader<div><p>There is an issue with build 3034, it is not remembering changes to the run time parameters at the top of the screen.</p>
<p>I have created a new build (3035) which is not available (yet) from the Available Extensions list. Please download the unverified version (securityquoteload.mxt) from my Downloads folder (<a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a>)<br>
Thanks<br>
Mike Bray</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-01T17:21:35Z2021-05-01T17:21:35ZThe new Quote Loader<div><p>I'm having problems with Yahoo HD returning GBp as the currency and Quote loader appearing to sometimes interpret as GBX and other times as GBP. From time to time, I find my values are 100x lower than they should be and the only way I can fix is to change the source for the affected security. I generally prefer Yahoo HD for the amount of info returned but am gradually reverting back to FT/FT HD due to the GBp issue.</p>
<p>Likely a separate issue but I also just found the CSV export is missing volume data. e.g.<br>
Ticker,Name,Price,Date,Volume<br>
BCI,BMO Capital and Income Inv Trust,3.24,30/04/2021,com.moneydance.modules.features.securityquoteload.ExtraFields@6cbcca27</p>
<p>Regards,<br>
Mezzanine</p></div>Mezzaninetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-01T18:13:37Z2021-05-01T18:13:37ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Mezzanine</p>
<p>The CSV Volume issue Mike Bray is already aware, and I am sure is working on a fix.</p>
<p>Can you provide examples of the Security Ticker Symbols that you are having Pound/Pence issue with from Yahoo HD</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-02T07:04:40Z2021-05-02T07:04:40ZThe new Quote Loader<div><p>I have corrected the issue with the volume in the export file. Build 3036 available in my Downloads area <a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a></p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-02T08:31:27Z2021-05-02T08:31:27ZThe new Quote Loader<div><p>Hi, some of the tickers I had GBp issues with yesterday were RMG and RMV via LSE exchange. However when testing this morning, the values are correct from Yahoo HD. I've had this on and off before and it does appear to be related to pulling security values at certain times over the weekend.</p>
<p>I'll keep an eye on this and report more promptly next time as I doubt you'll be able to reproduce the issue right now.</p>
<p>Thanks,<br>
Mezzanine</p></div>Mezzaninetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-02T08:32:09Z2021-05-02T08:32:09ZThe new Quote Loader<div><p>Hi Mike - thanks for the CSV fix.</p></div>Mezzaninetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-02T09:26:11Z2021-05-02T09:26:11ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Mezzanine</p>
<p>If it happens again, in Quote Loader under HELP – TURN DEBUG ON/OFF set to DETAILED and restart Moneydance and run Quote Loader again. If the issue occurs post your Moneydance text file errlog.txt as this may show us what Yahoo is doing to create the issue.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-02T11:35:18Z2021-05-02T11:35:31ZThe new Quote Loader<div><p>A number of users have experienced problems with Yahoo and especially Yahoo HD. Quote Loader gets its trade currency from the line of text under the security name. eg:</p>
<p><strong>Royal Mail plc (RMG.L)</strong></p>
<p>LSE - LSE Delayed price. Currency in GBp</p>
<p>Currency GBp is used.</p>
<p>Yahoo sometimes changes this at different times of the day. This will throw Quote Loader off and it might report incorrect prices.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-12T22:07:08Z2021-05-12T22:07:08ZThe new Quote Loader<div><p>Mike/Derek - I don't know if it's my installation or an issue, but the "next run date" on my QuoteLoader extension is stuck at 04/30/2021. No matter the number of times I reset it and save parameters, the next time it still says 04/30/2021. Weird part is that this system still runs the download of security prices regardless.</p>
<p>Just an annoying item to add to the list of small items to maybe fix? or is there a way for me to clean up the preferences so that it resets?</p>
<p>Thanks.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-13T03:43:07Z2021-05-13T03:43:07ZThe new Quote Loader<div><p>Hi Mark, if you are using build 3034 of Quote Loader there is a known<br>
error. This is corrected in build 3036. Sean is in the process of<br>
verifying this build so it should be available in the next few days,<br>
however, there is an unverified version available in my Downloads folder<br>
<a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a><br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-13T20:48:54Z2021-05-13T20:48:54ZThe new Quote Loader<div><p>Thanks Mike! I'll give it a go!</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-15T21:00:32Z2021-05-15T21:00:32ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019/2020/2021 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 2019-2020-2021 latest Quote Loader build is 3036.</p>
<p><strong>UPDATE</strong> • Fix recently introduce bug related to not remembering changes to the run time parameters, (fixed in, 3035 unsigned). • Fix recently introduce bug related to Volume values in CSV file created by Create Prices CSV.</p>
<p>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.<br>
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.</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 Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922021-05-15T21:04:19Z2021-05-15T21:04:19ZThe new Quote Loader<div><p>I am not support staff, just a user.</p>
<p>Note at time of post the message relating to Quote Loader build under EXTENSIONS – MANAGE EXTENSIONS is misleading. To install build 3036 click, REMOVE then INSTALL. After install the message is still somewhat misleading but at least Build 3036 is installed.</p>
<p>At some point hopefully the messages will be corrected.</p>
<p>Hope it will help.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-18T21:26:56Z2021-05-18T21:26:56ZThe new Quote Loader<div><p>Hi Mike, I have a development request...</p>
<p>I run quote loader manually and use it to eyeball price movements across my portfolio in addition to downloading latest prices; I often look through the collected prices, comparing with last prices to try to pick out any significant changes.</p>
<p>Would you consider adding a new column "% change", perhaps even colour coding green/grey/red for positive/zero/negative movement against last price?</p>
<p>I'm not suggesting replicating or replacing any portfolio reporting tools but feel it would be very handy for myself and perhaps useful to others having the % price change right there in the quote loader window after running Get prices/Exchange rates and before saving selected values...</p></div>Mezzaninetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-05-19T08:14:56Z2021-05-19T08:14:56ZThe new Quote Loader<div><p>Certainly a possibilty, I will keep it mind for when I next update it.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-05T09:28:38Z2021-06-05T09:29:21ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019/2020/2021 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 2019-2020-2021 latest Quote Loader build is 3038.</p>
<p><strong>UPDATE</strong></p>
<p>• Add Percentage change since Last Price.</p>
<p>• Fix bug in Ticker manual Test Feature.</p>
<p>• Fix bug related to Create Price CSV and edited New Prices values.</p>
<p>• Update PDF “Quote Loader Extension by Mike Bray Moneydance 2019-2020-2021” to V9.3</p>
<p>With links to new videos:</p>
<p>---- Quote Loader Quick Start Guide V8.2</p>
<p>---- Quote Loader Short Video Tutorial V9.1</p>
<p>---- Quote Loader Full Video Tutorial V9.1</p>
<p>• Update PDF “Quote Loader Extension, Moneydance 2019-2020-2021 Handling Cryptocurrencies and Market Indices & Futures” to V4.3</p>
<p>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.<br>
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.</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 Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922021-06-05T10:17:10Z2021-06-05T10:19:12ZThe new Quote Loader<div><p>Mezzanine % change column added in build 3037, latest is 3038.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-05T20:35:26Z2021-06-05T20:35:26ZThe new Quote Loader<div><p>From: sprimost</p>
<p>You might need to mention that a restart of Moneydance is required after<br>
installing the extension. I noticed that the extension could not update<br>
the prices after the update.</p>
<p>/scp</p></div>sprimosttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-05T21:07:24Z2021-06-05T21:07:24ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi sprimost<br>
In the release notes <a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader#comment_49232783">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a><br>
It states “Once installed re-start Moneydance - installation complete.”</p>
<p>This is also covered in the PDF and the 3 videos.</p>
<p>Also, then you follow the update process under EXTENSION - MANAGE EXTENSIONS it tells you to restart Moneydance.</p>
<p>So I think it is mentioned.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-05T22:36:59Z2021-06-05T22:36:59ZThe new Quote Loader<div><p>oops...my bad</p>
<p>long (and happy) user, so "real users don't read manual" or look at<br>
installation instructions.</p>
<p>But, in my haste (and excitement, did <em>not</em> read the last line of the<br>
"update process"....</p>
<p>Update is Very Nice....thank you again.</p>
<p>/scp</p></div>sprimosttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-05T22:41:11Z2021-06-05T22:41:11ZThe new Quote Loader<div><p>Read manuals? what is a manual ? :)</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-06T00:09:59Z2021-06-06T00:35:51ZThe new Quote Loader<div><p>Just downloaded 3038. Nice with one caveat.</p>
<p>The %chg field is left aligned, which causes the price and that field to be right up against each other, making both hard to read. I looked over all the alignments, and it begins left/left/left/right/right/right/LEFT/right/LEFT/right/right/...</p>
<p>The currency field is also shoved up against the trade date, but that one was never as confusing as having price/% chg right up against each other. But, now, seeing the issue, could you make both % chg and currency to be right aligned so they can be separated from other fields? (by changing the column width)</p>
<p>The first three left aligned items are perfectly fine; it's just the shifting back and forth that causes an issue.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-06T00:17:53Z2021-06-06T00:26:49ZThe new Quote Loader<div><p>Another comment, let's say I set a decimal width to four.<br>
.7062 is the older number, .7062 is the new number, %change says 0.0014</p>
<p>If I change it to two decimal places (.71 and .71) %change says 0.54</p>
<p>If I change it to enough decimal places to encompass the entire value (.706190 and .706190) %chg says 0.00</p>
<p>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). I'd recommend the former.</p>
<p>Thanks for Quote Loader, I'd probably not be using Moneydance without it.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-06T07:01:42Z2021-06-06T07:01:42ZThe new Quote Loader<div><p>I will have a look the next time I need to touch it.<br>
regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-06T07:04:22Z2021-06-06T07:04:22ZThe new Quote Loader<div><p>Thanks for the update, as I said I will look at it when I next touch the<br>
extension. I have instigated issues logging so your posts have been<br>
added to it.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-10T16:07:48Z2024-02-25T17:35:57ZThe new Quote Loader<div><p>Help please!</p>
<p>I have been using Moneydance for about 18 months, [currently 2021(2006)], including Quote Loader 3021 to update my UK share & investment trust prices ~ without any problems whatsoever.<br>
Today, whilst browsing updates I may have unintentionally clicked on Quote Loader Updates because the Quote Loader version is now 3038 and I see that this now shows % change in the day’s prices.<br>
The new version successfully updates prices on all my securities with the single exception of JP Morgan China Growth & Income Trust ~ JCGI via LSE and FT ---------- yet version 3021 has been successfully updating the JCGI prices daily for several months<br>
The above settings on Quote Loader version 3038 are identical to those on version 3021, and having tried unsuccessfully over several hours (including restarts), I am puzzled as to why this single security should be causing a price update problem.<br>
Can you help me on this issue please?</p></div>clivetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-10T16:18:32Z2021-06-10T16:18:32ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Clive</p>
<p>Can you post the ticker symbol for JP Morgan China Growth & Income Trust plus the last price you have and I will test.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-10T16:31:42Z2024-02-25T17:35:57ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>The ticker symbol is JCGI and the last updated price was £6.70 on 9th June 2021 via Quote Loader 3021.</p></div>clivetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-10T16:34:10Z2024-02-25T17:35:57ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>The ticker symbol is JCGI and the last updated price was £6.70 on 9th June 2021 via Quote Loader 3021.</p></div>clivetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-10T16:43:23Z2021-06-10T16:43:23ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Clive</p>
<p>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.<br>
I assume other securities are being returned without an issue?<br>
Can you post a screen shot of Quote Loader after a Get Prices.<br>
If I can’t see anything wrong with that I will post how you can obtain an error log.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-10T17:01:31Z2024-02-25T17:35:57ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>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.</p>
<p>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!</p></div>clivetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-10T17:12:19Z2021-06-10T17:38:57ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Clive</p>
<p>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.<br>
You add the screen shot file by clicking “Choose File” button when posting at <a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader/page/7#comment_49241277">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-11T07:58:19Z2021-06-11T07:58:19ZThe new Quote Loader<div><p>HI Clive<br>
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.<br>
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.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-11T14:04:00Z2024-02-25T17:35:57ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>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<br>
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!<br>
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<br>
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.</p></div>clivetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-11T14:05:25Z2024-02-25T17:35:57ZThe new Quote Loader<div><p>Hi Mike,</p>
<p>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</p>
<p>Thanks for your help</p></div>clivetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-11T15:05:30Z2021-06-11T15:05:30ZThe new Quote Loader<div><p>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.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-11T15:13:00Z2021-06-11T15:13:00ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Clive</p>
<p>It looks like on the FT site JPMorgan China Growth & Income plc ticker symbol is JMC<br>
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.<br>
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.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-11T17:42:32Z2024-02-25T17:35:57ZThe new Quote Loader<div><p>Derek & Mike,</p>
<p>Thanks for clarifying that point ~ much appreciated.</p></div>clivetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-26T13:23:43Z2021-06-26T13:23:43ZThe new Quote Loader<div><p>@dtd, I have changed Quote Loader as suggested, please give it a try. You will find the new version at <a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a> 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.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-26T19:31:21Z2021-06-26T19:31:21ZThe new Quote Loader<div><p>@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.</p>
<p>The alignment changes (%chg and currency) look great, and allow me to change field closeness through heading length adjustments. Great.</p>
<p>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)."</p>
<p>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.</p>
<p>Thanks!<br>
dtd</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-27T00:31:07Z2022-01-02T02:39:39ZThe new Quote Loader<div><p>how do I import the data obtained through Quoteloader into my Moneydance investment account ledgers?</p></div>john.d.wernertag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-27T05:11:49Z2021-06-27T05:11:49ZThe new Quote Loader<div><p>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.</p>
<p>It does not download investment transactions.</p>
<p>A bit later today, I’m sure someone will point out the instructions and video.</p>
<p>(Not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-06-27T05:49:10Z2021-06-27T05:49:10ZThe new Quote Loader<div><p>Post #167 has a pointer to the latest manual.</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader/page/6#comment_49232783">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-07-03T16:32:03Z2021-07-03T16:32:03ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019/2020/2021 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 2019-2020-2021 latest Quote Loader build is 3039.</p>
<p><strong>UPDATE</strong> Amend some text justifications to improve readability of the Quote Loader table.</p>
<p>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.<br>
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.</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 Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922021-07-19T20:22:36Z2021-07-19T20:22:36ZThe new Quote Loader<div><p>@Mike Bray - I use Quote Loader daily, so appreciate the changes you've made.</p>
<p>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.</p>
<p>I'm assuming that's enough information to describe the situation.</p>
<p>Thanks for such a great extension.<br>
dtd</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-07-20T06:53:35Z2021-07-20T06:53:35ZThe new Quote Loader<div><p>Hi @dtd, I assume you are using build 3039. I am waiting on Sean to<br>
verify build 3040. The left alignment happens when there has not been<br>
any calculation. Once it has been calculated it goes right aligned. <br>
This is fixed in build 3040.</p>
<p>I will have to wait until Sean finds time to verify my build.<br>
Regards<br>
mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922021-07-21T10:28:17Z2021-07-21T10:28:17ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019/2020/2021 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 2019-2020-2021 latest Quote Loader build is 3040.</p>
<p><strong>UPDATE</strong> Further amendments to text justifications to improve readability of the Quote Loader table.</p>
<p>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.<br>
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.</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 Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922021-08-18T07:50:23Z2021-08-18T07:50:23ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019/2020/2021 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 2019-2020-2021 latest Quote Loader build is 3041.</p>
<p><strong>UPDATES</strong></p>
<p>Bug fix related to Quote Loader obtaining Low and High equity prices when Security is not is Traded Currency.</p>
<p>Improve handling of historical prices from HD sources if source data is missing.</p>
<p>Feature add, Override Current Price. See updated PDF listed below for details.</p>
<p>Updated PDF Quote Loader Extension by Mike Bray Moneydance 2019-2020-2021 V9.4</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>For users of Quote Loader builds lower than 3021. 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.</p>
<p>Quote Loader was developed and is supported by Mike Bray.</p>
<p>PDF’s and Video 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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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>
<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/480555922021-08-29T20:07:23Z2021-11-09T20:03:48ZThe new Quote Loader<div><p>Third-party Quote Loader Extension, Moneydance 2019/2020/2021/2022 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 2019-2020-2021-2022 latest Quote Loader build is 3042.</p>
<p><strong>UPDATE</strong> Add the ability for Quote Loader to handle Duplicate Securities. See updated PDF listed below for details.</p>
<p>Updated PDF Quote Loader Extension by Mike Bray Moneydance 2019 to 2022 V9.5</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>For users of Quote Loader builds lower than 3021. 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.</p>
<p>Quote Loader was developed and is supported by Mike Bray.</p>
<p>PDF’s and Video 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>Acknowledgement to Kevin N. dwg and Stuart for their support during development.<br>
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/480555922021-08-29T20:29:07Z2021-08-30T07:22:54ZThe new Quote Loader<div><p>I am not support staff, just a user.</p>
<p>Note at time of post the message relating to Quote Loader build under EXTENSIONS – MANAGE EXTENSIONS is misleading. To install build 3042 click, REMOVE then INSTALL. After install the message is still somewhat misleading but at least Build 3042 is installed.</p>
<p>At some point hopefully the messages will be corrected.</p>
<p><strong>EDIT</strong> NOW FIXED</p>
<p>Hope it will help.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-01-09T07:52:48Z2022-01-09T07:52:48ZThe 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 2020 latest Quote Loader build is 3045.</p>
<p><strong>UPDATE</strong></p>
<p>• Correct bug where by Yahoo HD was only filling in the Security History Price window Stock High/Low prices correctly if the Include Volume Data box was ticked.</p>
<p>• Add additional selection to UPDATE TIME dropdown.</p>
<p>Updated PDF Quote Loader Extension by Mike Bray Moneydance 2019 to 2022 V9.6<br>
Update PDF Quote Loader Extension Moneydance 2019 to 2022 Handling Cryptocurrencies and Market Indices & Futures V4.4</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>For users of Quote Loader builds lower than 3021. 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.</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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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/480555922022-01-09T07:53:31Z2022-01-09T07:53:31ZThe new Quote Loader<div><p>No longer using this email address. Please send your email to <a href="mailto:amgeisse@gmail.com">amgeisse@gmail.com</a></p></div>amgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-01-31T12:20:30Z2022-01-31T12:20:30ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>Thanks a lot for your development and support of Quote Loader, the best extension to Moneydance.</p>
<p>I download all my quotes from the FT, but recently the quote for IUSA, an iShares ETF, has been returning a price of around £12 instead of the actual price of around £32.</p>
<p>I’ve had the ETF a long time and it’s only recently started to show this error. I haven’t changed anything since I first set it up.</p>
<p>Can you help?</p>
<p>Thanks,</p>
<p>Paul Smith</p></div>paul.r.smithtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-01-31T14:58:05Z2022-01-31T15:21:44ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Paul.</p>
<p>Can you confirm your Base Currency and the Currency in which the security IUSA has been set up?</p>
<p>IUSA is traded on a number of stock exchanges, see screen shot, can you confirm which one you are referencing, and the currency the Security is traded in.</p>
<p>Assuming the one you have holding in is traded on the London Stock Exchange then the Ticker Symbol should be IUSA:LSE:GBX not just IUSA. See screen shot and the resulting price Quote Loader returns of £32.8575 during the trading day of 31/1/2022.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-02-01T10:23:45Z2022-02-01T10:23:45ZThe new Quote Loader<div><p>Thanks very much, Derek.</p>
<p>Changing the ticker symbol has corrected it.</p>
<p>Paul Smith</p></div>paul.r.smithtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-02-01T10:30:47Z2022-02-01T10:30:47ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Paul.</p>
<p>Glad I was able to help.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-02-06T22:53:12Z2024-02-24T21:38:35ZThe new Quote Loader<div><p>Hello Derek;</p>
<p>My Alphavantage has not been working for months. Thank you for this extension, works perfectly!!</p>
<p>Sincerely;</p>
<p>Doug</p></div>dlemaytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-02-07T09:48:56Z2022-02-07T09:48:56ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Doug</p>
<p>Glad Mike Bray the Quote Loader developer and myself were able to help.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-02-18T10:34:50Z2022-02-18T10:34:50ZThe 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 2020 latest Quote Loader build is 3046.</p>
<p><strong>UPDATE</strong></p>
<p>• Add a feature in that within Quote Loader you can open a Currency/Security History window by double clicking on a Ticker at any time, before/after New Data is Saved. You can edit data in that Currency/Security History window which will take immediate effect in Moneydance, but not in Quote Loader until it is restarted.</p>
<p>• Fix bug in that if the Decimal Digit in Quote Loader was set above 6 the New Price and Trade Date could not be edited.</p>
<p>Updated PDF Quote Loader Extension by Mike Bray Moneydance 2019 to 2022 V9.7</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>For users of Quote Loader builds lower than 3021. 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.</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>Acknowledgement to Kevin N and dwg for their support during development.<br>
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/480555922022-02-18T16:50:15Z2024-02-24T21:38:35ZThe new Quote Loader<div><p>Thank you for the update and very much for the extension.</p>
<p>Doug</p></div>dlemaytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-04T16:44:19Z2022-05-04T16:44:22ZThe new Quote Loader<div><p>Dear all,<br>
I am trying to retrieve exchange rates for several currencies - Euro, US dollar and Turkish lira (base currency is Russian ruble). Euro and dollar work fine and show the rate for the today's trade date but Turkish lira shows June 30, 2016 (!) as the trade date and wrong exchange rate (well, maybe it was correct for 2016 but not today) - see a screenshot.<br>
I tried all 3 possible sources (Yahoo, Yahoo HD and FT) and only Yahoo gives this ancient rate for lira, other 2 just generate errors. I checked Yahoo site, it provides a correct real-time exchange rate for lira to ruble.<br>
Is there any way to get Turkish lira current exchange rate with Russian ruble as a base currency?</p></div>Olegtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-07T22:25:17Z2022-05-07T22:25:24ZThe new Quote Loader<div><p>I am a long time user of Moneydance (Version 2021.1 (3069) and Quote Loader (3046) and run Quote Loader weekly to monitor the prices of securities of interest to me.</p>
<p>One security, AT&T listed on the NYSE, fails to appear in the Quote Loader window and accordingly, its security price will not update. By any chance, is this because AT&T (NYSE - T) shares the same ticker symbol as Telus (TSX - T, NYSE - TU) and if so, is there anyway to address this? Thanks for your help and advice.</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-08T07:19:31Z2022-05-08T07:19:31ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>I have set up your two securities in a test data set and they both appear in the Quote Loader window and there prices can be obtained.<br>
See screen shot. Check your two Security Edit windows under TOOLS – SECURITY – subject Security – EDIT are set up the same as mine.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-08T07:20:03Z2022-05-08T07:20:24ZThe new Quote Loader<div><p>.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-08T07:21:01Z2022-05-08T07:21:01ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>screen shot</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-08T21:14:33Z2022-05-08T21:14:35ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>Thanks for responding to my inquiry so promptly. I believe there is a difference in my setup vs the test data that you set up. In my case, Telus is entered as Ticker T on the Toronto Stock Exchange because that is where I own the security. AT&T is also entered as Ticker T but on the NYSE for the same reason. So in my situation, I have two securities with the same Ticker T; one on the TSX and the other on the NYSE. See attached screen shots. Any thoughts? Thanks for your help. David</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-08T21:36:41Z2022-05-08T21:36:41ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>The simplest way to get round this issue is to change the Ticker for TELUS Corporation from T to T.TO see screen shot.</p>
<p>Hopes this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-08T21:48:14Z2022-05-08T21:48:21ZThe new Quote Loader<div><p>Derek, you are a genius. Your fix worked. I'll know for sure when I run the next update in a week or so. Thank you very much.</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-08T22:00:02Z2022-05-08T22:00:02ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>To prove it works you can click GET PRICES and see prices returned but if you don’t want to save them don’t tick the SELECT boxes or click SAVE SELECTED VALUES<br>
Glad I was able to help.</p>
<p>Hopes this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-08T22:16:59Z2022-05-08T22:17:02ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>Thanks for the follow-up advice. Unfortunately, it appears the "fix" did not work. See 1st attachment. Any other thoughts?</p>
<p>As an aside, you can see there is another security which does not update the way I have set it up. This is a Toronto Dominion Preferred Share Series 22 (TD-PFL). See 2nd attachment. Any thoughts. Thanks for your help. David</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T06:43:00Z2022-05-09T06:43:00ZThe new Quote Loader<div><p>Hi dstephure, you still have the exchange on T.TO, this effectively sets<br>
the ticker to T.TO.TO, double click on the exchange and set it to null.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T07:50:16Z2022-05-09T07:50:16ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>That easily explained. Take another look at my screen shot. As the exchange code is part of the Ticker T.TO you should not select the exchange under Exch Mod. Just set the Exch Mod for TELUS Corporation to blank and all should be well.</p>
<p>Now try GET PRICES.</p>
<p>As for Toronto-Dominion PFD Series 22 the ticker TD-PFL with a Exch Mod TSX worked when I ran the test. See screen shot. It’s possible, at the time your tested Yahoo was doing an update. Has it worked before? Does it work now?</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T15:56:17Z2022-05-09T15:56:19ZThe new Quote Loader<div><p>Hi Mike & Derek,</p>
<p>Your last suggestion solved my problem in regard to the Telus/AT&T question. Thanks so much for your help on this.</p>
<p>Unfortunately, the Toronto Dominion PFD Series 22 (TD-PFL) has never updated in my setup and still does not. See screen shot. It would be nice if it updated like all of my other securities.</p>
<p>Once again, thanks for your advice.</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T16:35:26Z2022-05-09T16:35:26ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>I not sure why you are having problems with Toronto-Dominion PFD Series 22 the ticker TD-PFL with a Exch Mod TSX<br>
As you can see in my test data set it works for me.</p>
<p>I am wondering if another security in your list could be creating a problem.<br>
Can you in Moneydance RESTORE FROM BACKUP the attached moneydance backup file and run Quote Loader and see what happens</p>
<p>In case we need to look deeper how many securities do you have listed.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T16:44:54Z2022-05-09T16:45:56ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>sorry not doing well ,wrong file ignore</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T16:48:06Z2022-05-09T16:48:06ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T21:17:00Z2022-05-09T21:17:02ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>I unzipped the file that you sent to me and ran Quote Loader 3046. FYI I am running Moneydance 2021.1 (3069). It updated the files correctly with your data file. See attached.</p>
<p>I reran Quote Loader 3046 with my data file. TD-PFL is the only security that does not update? See attached. I have taken a wider screen shot to illustrate the way that I have Quote Loader configured. FYI, I tried running it Manually with the same result.</p>
<p>I have about 75 securities in my data set that Quote Loader tries to update weekly.</p>
<p>Any thoughts? Thanks very much for trying to resolve this.</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T21:49:42Z2022-05-09T21:49:42ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>Mike Bray the Quote Loader developer has update Quote Loader for another user who reported that some of his 198 securities were not being returned. Build 3047 is awaiting signing by Infinite Kind (Moneydance). I think it is worth giving it a try. Its available on Mike’s site <a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a><br>
Download securityquoteload3047.mxt. Rename it to securityquoteload.mxt. In Moneydance go to Extensions/Manage Extensions and click on 'Add From File' (bottom left). Click on Yes to the warning, click on Install for the Add Extension. Restart Moneydance. Then try it out and let us know if this works.</p>
<p>If you still have a issue it would help diagnose what’s happening if you could send a copy of all your securities. This is simple to do as follows:<br>
The following instruction creates a simple spread sheet which contains all your Security Names, Ticker symbols and Exch Mode, nothing else.</p>
<p>The instruction is based on using Excel, but other spread sheet applications should work as well but some of the instruction may be slightly different.</p>
<p>Exporting data to excel.<br>
1. In Moneydance in the Side Bar click on the report “Portfolio”.<br>
2. Click Edit, Reset, OK and then Copy to Clipboard.<br>
Import into excel.<br>
1. Open excel and in the top left-hand cell click paste.<br>
2. Delete all columns except the columns containing Security Names and Symbols.<br>
3. Delete all rows that do not contain Symbols, including the row containing the word “Ticker”.<br>
4. You should now be left with a list of Security Names and their associated Ticker Symbols.<br>
5. Now in a separate column next to each security adding the Exch Mode codes you have used.<br>
6.Save file as a CSV file type and compress it to a ZIP file and post.</p>
<p>I will then create a test Data Set with all your securities and see what happens when I run Quote Loader.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T22:03:10Z2022-05-09T22:03:10ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>Can you also post an equivalent screen shot.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T22:07:41Z2022-05-09T22:07:41ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>Its worth noting that Yahoo is not providing historical prices for this security, see screen shot.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T22:26:08Z2022-05-09T22:26:08ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>The source FT again without any historical prices returns a price for Toronto-Dominion PFD Series 22 but users the Ticker TD.PF.L with Exch Mod TSX See screen shot.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T22:44:59Z2022-05-09T22:44:59ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>I meant to say if Quote Loader 3047 still want return that price in Quote Loader click HELP – TURN DEBUG ON/OFF and set to DETAILED.<br>
Closed Moneydance and reopen. Run Quote Loader – GET PRICES and assuming there is still an issue close Moneydance and post the Moneydance errlog.txt file</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-09T23:18:30Z2022-05-09T23:18:38ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>Eureka .... Using FT instead of YahooHD worked! See attached. Is there any reason why a user should choose FT instead of YahooHD as a data source? How does one know which to use? Trial and Error?</p>
<p>Thanks very much for your help. You and Mike Bray are awesome!</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-10T07:21:39Z2022-05-10T07:21:39ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>Which source to use. Yes, mainly trial and error.</p>
<p>In a high percentage of cases both Yahoo and FT will work.<br>
However there a significant number of securities that will only be supported one or the other, hence why Mike provided both sources.</p>
<p>Glad that FT worked in the case of Toronto-Dominion PFD Series 22 but still intrigued to understand why for you Yahoo did not work for that security when it did for me.<br>
If you have the time would like to continue to peruse Yahoo.<br>
Perhaps as outlined in my previous posts:<br>
Try Quote Loader 3047<br>
If it does not work, follow the outline process to post a errlog.txt file still using 3047.<br>
Wait for response from us and if necessary, provide a CSV file of all your securities so we can get to the bottom of this.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-10T08:23:39Z2022-05-10T08:23:39ZThe new Quote Loader<div><p>The easiest way for me to determine the issue is having an error log<br>
with the debug option set to DETAIL. I am working on an error log<br>
analyser to help decypher errors, but it is a few weeks off.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-10T21:12:33Z2022-05-10T21:12:37ZThe new Quote Loader<div><p>Hi Derek and Mike,</p>
<p>Re: Toronto-Dominion PFD Series 22 (TD-PFL.TO)</p>
<p>To start, switching the data source to FP from YahooHD solved the problem using Quote Loader 3046. Updates now work correctly. See 1st screen shot.</p>
<p>As per your request, I am willing to try to help you understand why my setup using YahooHD does not update TD-PFL.TO. The 2nd screen shot was taken running Quote Loader 3047 and failed to update TD-PFL.TO. See 2nd screen shot.</p>
<p>I tried to follow your instructions to create an error log. See 3rd screen shot and 4th screen shot. If an error log was created successfully, I don't know where to find it on my MacBook Pro? Any suggestions?</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-11T06:57:16Z2022-05-11T06:57:16ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>I am not a Mac user but searching this site I found the following from support:</p>
<p>If you're using Mac OS X, it should be located at one of these locations within your Home folder:<br>
~/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance/errlog.txt or:<br>
~/Library/Application Support/Moneydance/errlog.txt If you have any trouble finding your Home Library folder, open Finder, select Go -> Go to Folder -> from the menu bar, and copy and paste in:<br>
~/Library This should pull up your local Library folder.<br>
If you're using Windows, it should be located at:<br>
C:/Users/(yourusername)/.moneydance/errlog.txt<br>
If you're using Linux, it should be located at:<br>
/home/(yourusername)/.moneydance/errlog.txt</p>
<p>If you still can’t find the errlog.txt file do this instead.<br>
With Quote Loader 3047 installed click HELP – TURN DEBUG ON/OFF and set to DETAILED.<br>
Closed Moneydance and reopen. Click HELP – CONSOLE WINDOW to open a log window then Run Quote Loader – GET PRICES. Then in the console window (which may be behind other windows) click SAVE to save the contents of the window to a file and then post that file.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-11T16:05:04Z2022-05-11T16:05:57ZThe 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 2020 latest Quote Loader build is 3047.</p>
<p><strong>UPDATE</strong></p>
<p>• Add NEO Exchange Toronto to Exch Mod Exchange selection list.</p>
<p>• Some users with a very large number of Securities have reported that not all Securities Prices are being obtained. Time out feature changed to rectify this.</p>
<p>• A under the bonnet change to alert the Extension Toolbox when Quote Loader is running.</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>For users of Quote Loader builds lower than 3021. 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.</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/480555922022-05-11T20:36:27Z2022-05-11T20:36:34ZThe new Quote Loader<div><p>Hi Derek & Mike,</p>
<p>I found the error log download that you requested. See attached. Hope it is helpful. I assume I should TURNOFF Debug now? Do I keep Quote Loader 3047 or restore Quote Loader 3046?</p>
<p>David</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-11T21:33:46Z2022-05-11T21:33:46ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>You can remove QL 3047 and reinstall from EXTENSION – MANAGE EXTENSIONS as the signed version of QL 3047 has been released. Don’t forget to restart Moneydance.</p>
<p>You can turn off Debug.</p>
<p>Thanks for the errlog I will take a look.and I am sure Mike will as well.</p>
<p>Stay Safe, Have Fun.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-11T21:43:47Z2022-05-11T21:43:47ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>Had a quick look at the errlog.txt and there appears to be no evidence that Quote Loader was run (GET PRICES) between opening and closing Moneydance.<br>
Can you try again with Debug set to Detailed</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-11T22:52:19Z2022-05-11T22:52:27ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>I have attached a screen shot after running Get Prices and the errlog.txt file generated. Hope this helps.</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-12T07:40:02Z2022-05-12T07:40:02ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>Thanks, that was a valid errlog.txt file. I have altered Mike and sent him a copy of my error.txt file where a price is returned for comparison.</p>
<p>Mike thinks it may be a few days before I can look at it.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-13T11:07:24Z2022-05-13T11:07:24ZThe new Quote Loader<div><p>Hi</p>
<p>I have not found the reason but Yahoo is returning a zero price, so it does not get updated. Please could you do the following:</p>
<ol>
<li>Download securityquoteload3048.mxt from <a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a><br></li>
<li>Rename it to securityquoteload.mxt<br></li>
<li>Start MD and select Extensions/Manage<br></li>
<li>Remove Quote Loader from the installed extensions<br></li>
<li>Add extension from file and select the file just downloaded, click on OK when it displays a warning<br></li>
<li>Restart MD<br></li>
<li>Select Extensions/Quote Loader<br></li>
<li>CLick on Help<br></li>
<li>Click on Turn Debug On/Off, select "Detailed"<br></li>
<li>Right click on the Source Header in the table, select 'Set All to Do Not Load<br></li>
<li>
<p>Select TD-PFL.TO and set the source to Yahoo HD. (Do not click on Save Parameters as this will override your normal settings)</p>
</li>
<li>
<p>Click on 'Get Prices'</p>
</li>
<li>
<p>Close QL and then MD</p>
</li>
<li>
<p>Post the errlog.txt as before</p>
</li>
</ol>
<p>Thanks, I have put some more debug lines into QL to help me understand what is going on<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-13T14:39:37Z2022-05-13T14:39:45ZThe new Quote Loader<div><p>Hi Mike,</p>
<p>The generated errlog.txt file. is attached. Thanks for your detailed instructions to a non computer programmer. :wink:</p>
<p>Hope this helps.</p>
<p>David</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-13T14:56:38Z2022-05-13T14:56:46ZThe new Quote Loader<div><p>Sorry Mike,</p>
<p>Please disregard Post 246 above where the ticker had been set to TD.PF.L for FT. I forgot to reset the ticker to TD-PFL for YahooHD. I have corrected this and attach the new errlog.txt file. Interestingly enough ... The update worked this time. See attachment #2.</p>
<p>David</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-13T18:02:00Z2022-05-13T18:02:00ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>In your last post it looks like all the other securities are set Source Do not load. Can’t you repeat Mikes steps exactly as you did but with all the other securities source set as you normally would. So instead of only the one price being returned QL is trying to return all your price as it would normally attempt to do.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-13T22:22:22Z2022-05-13T22:22:24ZThe new Quote Loader<div><p>Hi Derek and Mike,</p>
<p>Okay, here is the latest attempt using QL3048 with all of my usual securities selected for price updates. This time TD-PFL on the TSX using YahooHD as the data source does not update correctly. See screen shot. I attach the errlog.txt file compiled immediately after completing the Get Prices request. Hope this helps.</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-14T09:51:55Z2022-05-14T09:51:55ZThe new Quote Loader<div><p>Hi</p>
<p>This is an interesting one, if I run QL with ticker TD-PFL.TO it works. If you run it with only that ticker it works. If you run it with all of your other securities it fails. I need to put more trace items in the code to see what is happening. I know it is telling me it has found a price but then it sends 0.00 back to update MD which QL ignores. If you wish to take this off-line can we use Slack (infinitekind-public.slack.com) where you can private message me (@mike B)</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-14T13:50:41Z2022-05-14T13:50:41ZThe new Quote Loader<div><p>I have recreated the error and am investigating. It returns an empty history price table when it is executed with other securities, when run on its own it works.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-14T16:04:08Z2022-05-14T16:04:17ZThe new Quote Loader<div><p>Hi Mike & Derek,</p>
<p>I have made an interesting observation which may or may not help in your sleuthing about the Toronto-Dominion PFD Series 22 share price update problem. When I run Quote Loader 3048 for all of my securities using the settings TD-PFL and Yahoo, the update works correctly for all securities including TD-PFL. See screen shot #1. However, if I change Yahoo to Yahoo HD and repeat the process, the update for TD-PFL fails but still works correctly for my other securities. See Screen Shot #2. The same thing happens using TD.PF.L with FT or FT HD. Hope this helps narrow down the problem.</p>
<p>The good news is that Quote Loader 3048 updates work correctly with TD-PFL and Yahoo or with TD.PF.L and FT.</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-14T21:50:46Z2022-05-14T21:50:46ZThe new Quote Loader<div><p>I'm a fellow user.</p>
<p>It is not that unusual for a security to return a price with Yahoo yet fail on Yahoo HD.</p>
<p>It was noted some years ago that Yahoo do not always maintain the historical data for some securities but will hold the latest price. Why they do this who knows.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-14T22:10:22Z2022-05-14T22:10:22ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>FT HD only supports historical data for Funds, not Stocks, so no surprise TD.PF.L fails to return a price from FT HD.<br>
On the other hand, Yahoo HD should work even when for some strange reason Toronto-Dominion PFD Series 22 seems to be an exception in that Yahoo HD isn’t actually listing historical data, it just lists one entry in the historical data list, the last trading day. When I first tested, I thought it was just a hiccup on Yahoo’s part and the historical data list would return, but it’s been some time now and there is still only one entry in the historical data table instead of the normal one years’ worth. So there seems nothing to be gained in using Yahoo HD over Yahoo. Still, none of this explains why in some situations why Yahoo HD does not return at least one Price. At one point I thought it may be something to do with the date format used for the one entry as its different from normal, but I ruled that out as Yahoo HD does return a price in some situations. Let’s see what Mike comes up with.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-15T12:06:31Z2022-05-15T12:06:31ZThe new Quote Loader<div><p>The actual issue is that TD-PFL only has one entry on historical data,<br>
the page returned by Yahoo HD is a different structure than if it had 2<br>
entries. I need to disect the source from Yahoo HD to work out what is<br>
happening and how to overcome.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-16T12:19:04Z2022-05-16T12:19:04ZThe new Quote Loader<div><p>I have investigated and get inconsistent results from Yahoo, some times it works, sometimes it doesn't, so it is unlikely I can correct this. I suggest you change the source to Yahoo. The history only has one entry so it should have a large effect.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-16T15:26:08Z2022-05-16T15:26:14ZThe new Quote Loader<div><p>Good morning Derek and Mike.</p>
<p>The good news is that we found a work around. Thanks to both of you for your work and patience on this.</p>
<p>David</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-05-16T17:00:19Z2022-05-16T17:00:19ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi dstephure</p>
<p>Go with what works.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-06-15T10:40:12Z2022-09-26T20:52:56ZThe 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 3048.</p>
<p><strong>UPDATE</strong></p>
<p>• Fix issue that prevented Quote Loader from obtaining FT prices in some geographical regions due the change to Java 17 used by resent builds of Moneydance.</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>For users of Quote Loader builds lower than 3021. 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.</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/480555922022-12-17T11:42:23Z2022-12-17T11:42:23ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi All</p>
<p>The source Yahoo and Yahoo HD have changed the structure of there data which is making these sources unavailable to Quote Loader. FT and FT HD still work.<br>
Mike the developer of QL is looking at this change, but it may take some time to sort out.</p>
<p>Quotes and Exchange Rates extension has the same problem.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-17T11:56:41Z2022-12-17T11:56:43ZThe new Quote Loader<div><p>Thanks for the update. Hope the fix isn't a tough nut to crack.</p></div>mjwtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-17T17:48:48Z2022-12-17T17:48:48ZThe new Quote Loader<div><p>Hi All,</p>
<p>Until a fix is implemented, as a workaround...</p>
<p>If you create a Portfolio at Yahoo Finance of your holdings, you can export a CSV file of quotes.</p>
<p>You can then use Mike's 'Security History Loader' to import the quotes into Moneydance.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-17T19:09:26Z2022-12-17T19:09:27ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>Thanks for the heads up on this. I was able to create a csv file of security price quotes for multiple securities from the Yahoo Finance Canada website. However, I haven’t been able to find a way to import the data from the file into MoneyDance for multiple securities. Any suggestions?</p>
<p>David</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-17T19:29:36Z2022-12-17T19:29:36ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi David</p>
<p>The first thing I would try is changing the Quote Loader source to FT.<br>
Any securities that don’t return data may need a Exch Mod selected or in extreme cases a different ticker. Any securities you have problem using with FT post ticker, the full security name and the last price you have and your base currency, I may be able to help.</p>
<p>As Kevin N posted Mike has another extension that can import security data from a Yahoo CSV file into Moneydance called Security History Loader. It’s years since I have needed to use that but if you cant get FT working I could revisit it.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-17T21:03:46Z2022-12-17T21:03:47ZThe new Quote Loader<div><p>Hi Derek,</p>
<p>After changing the data source to FT in Quote Loader, there were several securities that did not return data. In almost all cases, they were securites with a hyphen in the ticker name. For example, REITs. After updating the security ticker so that it was compatible with FT, the update worked perfectly for 2022/12/16. Unfortunately, the updated prices did not include the historical data since the last update performed 1 week earlier but this is a relatively minor issue in the overall scheme of things. :wink:</p>
<p>Thanks very much for your advice and support.</p>
<p>Happy Holidays!</p>
<p>David</p></div>dstephuretag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-17T21:18:20Z2022-12-17T21:18:20ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi David</p>
<p>FT HD does not provides historical data for stocks or exchange rates only Funds.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-18T08:39:46Z2022-12-28T08:38:52ZThe new Quote Loader<div><p>I have this same issue.<br>
How can I be notified if a fix becomes available ?</p>
<p>Thanks,</p>
<p>Jon</p>
<p>UPDATED<br>
28-Dec-2022</p>
<p>Confirmed Mike, you have resolved the issue.<br>
Thank you so much, folk don't realise how much they rely on something until its gone.</p></div>Jontag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-18T09:02:10Z2022-12-18T09:02:10ZThe new Quote Loader<div><p>You can always subscribe to this thread, then it depends on your profile setup as to if and how you are notified.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-18T09:26:22Z2022-12-18T09:26:22ZThe new Quote Loader<div><p>The way it normally works is that I fix the problem and make it available to a small group of users to test. Once tested I submit the change to TIK for verification and uploading. Derek Kent then puts out a message to these forums notifying everyone of the change. As @dwg said you can subscribe to these forum and you will get an email for each post to the forum.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-18T12:08:54Z2022-12-18T12:11:50ZThe new Quote Loader<div><p>Watching this as I just discovered this issue. Since I have only funds switching to FT works except for one fund, see attached. I don't know if this will help with troubleshooting or if there is a setting involved (could not find anything related). For some reason QL is moving the decimal one place, but notice in the Trade Currency column an exchange for GBX for some reason. This is the second run, after correcting CHI on the first run from $1.09 to $10.97 then running it again.</p></div>Dan Hangertag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-18T13:13:57Z2022-12-18T13:13:57ZThe new Quote Loader<div><p>Where do I find Mike's 'Security History Loader' referenced above? I don't see it in the list of extensions. Is there a link to download it?</p></div>harryfrankstag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-18T14:36:51Z2022-12-18T14:36:51ZThe new Quote Loader<div><p><a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a></p>
<p>use securityhistoryload.mxt, instructions in the Wiki<br>
<a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Security%20Price%20Load">https://bitbucket.org/mikerb/moneydance-2019/wiki/Security%20Price%...</a></p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-18T14:37:16Z2022-12-18T14:37:16ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Dan</p>
<p>Often Securities using the same or similar ticker are quoted on a number of exchanges in different counties and hence in different currencies.<br>
Yahoo tends to default to US exchanges, FT to the London Stock exchange. To get the result you are looking for some times you need to change the Exch Mod setting. For CHI in US set Exch Mod to NASDAQ GLO.<br>
See screen shot</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-18T14:38:04Z2022-12-18T14:38:04ZThe new Quote Loader<div><p>Screen shot</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-18T22:04:19Z2022-12-18T22:04:19ZThe new Quote Loader<div><p>I did not see how " TO REMOVE THE RHUMBA EXTENSION." stated above. when I looked at the wiki link. A novice here so help appreciated. When Quoteloader stopped updating a couple days ago I checked the manager and checked for updates and did that hopeful to fix. I did not see about need to remove this. Did I break it?</p>
<p>I changed all the "source" to FT and get 55 out of 103 stocks updated now.</p>
<p>Roy</p></div>roytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-19T10:34:22Z2022-12-19T10:34:22ZThe new Quote Loader<div><p>I am not support staff, just a user,<br>
Hi roy</p>
<p>Don’t worry about the background folder “.rhumba” its redundant and was only used on Quote Loader builds 3021 and lower.</p>
<p>By looking at the Quote Loader window can you confirm you are running build 3048.</p>
<p>If you are running build 3048 then you cant do anymore but need to wait in the hope the developer can fix the source Yahoo with a new build. This may take some time.</p>
<p>If you want me to take a look at the securities that are not returning data with the source set to FT I may be able to help.</p>
<p>Dues to the large number of securities involved the easiest way to provide me with that data I need is to extract it from Moneydance as follows:</p>
<p>The following instruction creates a simple spread sheet which contains all your Security Names and Ticker symbols.<br>
The instruction is based on using Excel, but other spread sheet applications should work as well but some of the instruction may be slightly different.<br>
Exporting data to excel.<br>
1. In Moneydance in the Side Bar click on the report “Portfolio”.<br>
2. Click Edit, Reset, OK and then Copy to Clipboard.<br>
Import into excel.<br>
1. Open excel and in the top left-hand cell click paste.<br>
2. Delete all columns except the columns containing SECURITY Names and TICKER Symbols.<br>
3. Delete all rows that do not contain Ticker Symbols, including the row containing the word “Ticker”.<br>
4. You should now be left with a list of Security Names and their associated Ticker Symbols.<br>
5. Add a new column and for each security define the source YAHOO, YAHOO HD, FT or FT HD<br>
6. If any securities have an Exch Mod selected other than blank add a new column to define them.<br>
7. Save file as a CSV file type.</p>
<p>Post the resulting CSV file.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-19T11:58:25Z2022-12-19T11:58:25ZThe new Quote Loader<div><p>Derek, thanks that worked.</p>
<p>Dan</p></div>Dan Hangertag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-19T12:33:38Z2022-12-19T12:33:38ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Dan</p>
<p>Glad I was able to help.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-19T22:46:55Z2022-12-19T22:46:56ZThe new Quote Loader<div><p>My Vanguard funds all work fine via FT but I can't get any crypto prices to load, do I need a different symbol for these of does FT just not have any crypto price data?</p></div>obbiietag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-20T08:31:18Z2022-12-20T08:31:18ZThe new Quote Loader<div><p>I am not support staff, just a user,<br>
Hi obbiie</p>
<p>Unfortunately FT does not support cryptocurrencies.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-20T14:35:09Z2022-12-20T14:35:09ZThe new Quote Loader<div><p>I too am running Quote Loader 3048 and Yahoo HD update worked OK in Friday 16th December 2022. Now like others I get "Cannot load" messages on all my securities.</p>
<p>I see that the developer Mike Bray is working on this but I don't understand his update dated today. The actual message is dated "Feb 01, 2020 @ 02:22 AM".</p>
<p>Can someone clearly state what is happening. I see over 60 people are watching this thread.</p></div>clarkcm2017tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-20T15:16:42Z2022-12-20T15:16:42ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi clarkcm2017</p>
<p>This is the last post I see from Mike in this discussion <a href="https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader/page/9#comment_57212282">https://infinitekind.tenderapp.com/discussions/investments/4914-the...</a></p>
<p>The problem is the result of Yahoo changing the way it present data. The Quote Loader developer is looking into the issue but it may take some time to produce a new build.</p>
<p>The best thing to do is change the source from Yahoo to FT. If you still get an error on some securities you may need to select a Exch Mod or in extreme cases use a different Ticker that FT will recognise. If you still have problem I may be able to help. Post the Ticker, full security name, last price and the currency you work in for any securities showing an error. A screen shot of the Quote Loader window after a run so I can see the securities in error will do.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-20T21:20:01Z2022-12-20T21:20:44ZThe new Quote Loader<div><p>Hello to derekkent. Thank you for your message (post 282). I followed your advice to change my source from Yahoo to FT and this seemed to work pretty well, it fixed about 100 problems. I still have three that are not loading properly, and would like to accept your generous offer of help. Following are three publicly-traded securities I own, where Moneydance was correctly importing price data from Yahoo, but I cannot figure out how to configure the Quote Loader to get the price data from FT:</p>
<p>Cara Therapeutics, Symbol: CARA, traded in USD on NASDAQ, recent price around $11 per share</p>
<p>Sprout Social, Symbol: SPT, traded in USD on NASDAQ, recent price around $55 per share</p>
<p>Global X Lithium & Battery Tech, Symbol: LIT, traded in USD on NASDAQ, recent price around $62 per share</p>
<p>For each of these, I have tried different options in the "EXCH MOD" field, but I have not found the right ones to retrieve the correct prices. Any help you can provide would be most welcome and appreciated!</p></div>greg.raytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-20T22:07:45Z2022-12-20T22:07:45ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi greg.ray</p>
<p>Try changing the Tickers for your 3 securities as the screen shot.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-20T23:09:02Z2022-12-20T23:11:55ZThe new Quote Loader<div><p>Thanks for your help with changing the source to FT. It worked for majority of stocks and ETF but having issues with some ETF ( all of this are trading on TSX)</p>
<p>"iSHARES CORE EQUITY ETF" XEQT CAD TSX "iSHARES Core Growth ETF Portfolio Index-80% Equity and 20% Bonds" XGRO CAD TSX "Vanguard FTSE Canadian High Dividend Yield Index ETF" VDY CAD TSX "TD Global Technology Leaders Index ETF" TEC CAD TSX "BlackRock Canada iShares MSCI Europe IMI Index ETF CAD-Hedged" XEH CAD TSX "ISHARES EQUAL WEIGHT BANC & LIFECO ETF" CEW CAD TSX "iShares S&PTSX Canadian Div Aristocrats Idx ETF" CDZ CAD TSX "Purpose Ether ETF CAD denominated currency hedged units" ETHH CAD TSX "Invesco NASDAQ 100 Index ETF - CAD hedged" QCC.F CAD TSX "VANGUARD S&P 500 INDEX ETF" VFV CAD TSX</p></div>pushysinghbhatiatag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-20T23:18:03Z2022-12-20T23:18:03ZThe new Quote Loader<div><p>Thanks derek! I finally read your post more carefully, and realized that I needed to also change the exchange. I could not use NASDAQ GOL as it did not resolve my Fidelity mutual funds, but NASDAQ did! i am not receiving all 26 prices via FT.</p></div>doulos564tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-21T01:15:09Z2022-12-21T01:15:09ZThe new Quote Loader<div><p>Thank you derekkent! Your fix worked perfectly for me. I'm very grateful for the assistance.</p></div>greg.raytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-21T01:55:44Z2022-12-21T01:55:44ZThe new Quote Loader<div><p>I have only a few securities that I update with Quote Loader. 2 of them work with FT in place of Yahoo, but 3 others - all ETFs - do not. I cannot see how to use EXCH MOD as I can't type into the fields, let alone know what to type in. Can you help?</p>
<p>RWL Invesco S&P 500 Revenue ETF USD Recent $73<br>
SCHP Schwab US TIPS ETF USD Recent $52<br>
VCIT Vanguard Int Corp ETF USD Recent $79</p>
<p>Many thanks.</p></div>davet65tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-21T08:41:11Z2022-12-21T08:41:11ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi pushysinghbhatia</p>
<p>I am beginning to think FT does not support any Canadian EFT securities.</p>
<p>The best I can suggest until Mike can develop a new Quote Loader build is to use the Yahoo web page at <a href="https://uk.finance.yahoo.com/lookup">https://uk.finance.yahoo.com/lookup</a><br>
and edit the New Price and Trade Date manually after doing a Quote Loader GET PRICES. The manually edited data will be saved along with the retrieved data for other securities.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-21T09:11:07Z2022-12-21T09:11:07ZThe new Quote Loader<div><p>I've notices for some EFTs FT appears to append the currency with a leading colon to the exchange.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-21T10:33:12Z2022-12-21T10:33:12ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi davet65</p>
<p>You will need to change the Tickers see screen shot.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-21T10:59:21Z2022-12-21T10:59:21ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi pushysinghbhatia</p>
<p>Dwg was correct in some cases it helped with two of the ten. See screen shot.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-21T11:29:22Z2022-12-21T11:29:22ZThe new Quote Loader<div><p>Hi Mike,</p>
<p>It appears Yahoo has changed the format of their price quotes because Quote Loader is throwing parsing errors...</p>
<p>Quote Load>INFO:06:26:38-AWT-EventQueue-0(loadPricesWindow,failedQuote) URI errorQuote?tid=95da1269-6bd5-416c-bfed-ad37a590e1cc&s=VWIAX<br>
Quote Load>INFO:06:26:38-pool-12-thread-4(GetQuoteTask,analyseResponse) IOException Cannot parse response for symbol=VYMPrice node not found<br>
Quote Load>INFO:06:26:38-pool-12-thread-4(GetQuoteTask,call) error analysing reply java.io.IOException: java.io.IOException: Cannot parse response for symbol=VYMPrice node not found<br>
Quote Load>INFO:06:26:38-AWT-EventQueue-0(loadPricesWindow,failedQuote) URI errorQuote?tid=95da1269-6bd5-416c-bfed-ad37a590e1cc&s=VYM<br>
Quote Load>INFO:06:26:39-pool-12-thread-2(GetQuoteTask,analyseResponse) IOException Cannot parse response for symbol=VYMIPrice node not found<br>
Quote Load>INFO:06:26:39-pool-12-thread-2(GetQuoteTask,call) error analysing reply java.io.IOException: java.io.IOException: Cannot parse response for symbol=VYMIPrice node not found<br>
Quote Load>INFO:06:26:39-AWT-EventQueue-0(loadPricesWindow,failedQuote) URI errorQuote?tid=95da1269-6bd5-416c-bfed-ad37a590e1cc&s=VYMI<br>
Quote Load>INFO:06:26:39-AWT-EventQueue-0(loadPricesWindow,doneQuote) Finished quote 95da1269-6bd5-416c-bfed-ad37a590e1cc<br>
Quote Load>INFO:06:26:39-AWT-EventQueue-0(GetQuotesProgressMonitor,done) Done message total=17 ok=0 error=17</p>
<p>Any help would be appreciated.</p>
<p>Thanks,<br>
Ben McCann</p></div>Ben McCanntag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-21T11:35:07Z2022-12-21T11:35:07ZThe new Quote Loader<div><p>Follow up to post #293...</p>
<p>I should do my homework. Post #293 is really a duplicate of #282 so ignore 293 if you wish.</p>
<p>Second, switching to 'FT' as the quote provider works and all my ETF prices successfully downloaded.</p>
<p>Thanks!</p></div>Ben McCanntag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-22T04:39:51Z2022-12-22T04:39:51ZThe new Quote Loader<div><p>derekkent23: Thanks; based on today, it seems to have worked.</p>
<p>Just wondering how you know to do that and where do you find the correct data?<br>
If it is a complicated answer, don't bother.</p>
<p>Thanks again.</p></div>davet65tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-22T05:07:11Z2022-12-22T05:07:33ZThe new Quote Loader<div><p>Because derekkent23 is a Quote Loader genius?</p>
<p>:) :) :)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-22T12:14:53Z2022-12-22T12:14:56ZThe new Quote Loader<div><p>derekkent23 you are a quoteloader genius. Thanks</p></div>David tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-22T14:07:45Z2022-12-22T14:07:45ZThe new Quote Loader<div><p>I am not support staff, just a user,<br>
Hi David</p>
<p>Mike Bray the Quote Loader developer is the real genius.</p>
<p>Have Fun, Stay Safe</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-22T14:27:27Z2022-12-22T14:27:27ZThe new Quote Loader<div><p>I have a weird thing going on. In lieu of using quote loader since the code change from the source, I used security price entry (to easily load prices) and now when going back to MB's quote loader, I am getting a update date of 2188. Any idea how to change that?</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-22T15:16:22Z2022-12-22T15:16:22ZThe new Quote Loader<div><p>i am not support staff, just a user.<br>
Hi tlist809</p>
<p>Please post a screen shot of the issue so we can see whats happening.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-22T18:07:51Z2022-12-22T18:07:54ZThe new Quote Loader<div><p>Thanks Derek & dwg for your help. Appreciate it.</p></div>pushysinghbhatiatag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-22T19:43:15Z2022-12-22T19:45:44ZThe new Quote Loader<div><p>derekkent23. here is a screen shot of what I have when opening quote loader. The date has changed (again).</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-22T22:12:28Z2022-12-22T22:12:28ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi tlist809</p>
<p>Not sure what’s going on but some questions.<br>
What version/build of Moneydance are you running.<br>
What is the date format under FILE – PREFERENCES.<br>
I can only see part of the Quote Loader window so what is the Quote Loader build and can you post for one security its ticker, full name and last price you have. What currency are you working in.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-23T01:36:34Z2022-12-23T01:37:51ZThe new Quote Loader<div><p>Derekkent23<br>
Ver 2022.5 (4091)<br>
MM/DD/YYYY<br>
QL 3052<br>
USD</p>
<p>Also, after running with FT as the source, Saving the update, the prices are not updating the security prices.</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-23T02:42:52Z2022-12-23T02:42:52ZThe new Quote Loader<div><p>Hi tlist809,</p>
<p>If you don't mind my jumping in here... per your screenshot you have a last price date of 06/12/2190 for ticker AGTHX.<br>
You should try deleting that quote from the security history. Then run QL again.<br>
Hopefully doing so will allow the more recent quote to be honored.<br>
QL v.3053 is available on Mike's site.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-23T11:15:42Z2022-12-23T11:15:42ZThe new Quote Loader<div><p>Derekkent23 and -Kevin N.</p>
<p>I woke up this morning and thought of the price history and I saw the bad quote dates and deleted them, Just as -Kevin said. They may have gotten in there while trying to go a different route to get my process (download as csv from yahoo and trying to import them.</p>
<p>Please forgive my slow thought process in this. I will be wait for an answer from the author.</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-23T12:41:16Z2022-12-23T12:41:16ZThe new Quote Loader<div><p>Hi tlist809,</p>
<p>Something that I experienced while using Mike's 'Security History Loader' extension is that it requires a 2-digit year format. e.g. MM/dd/yy.</p>
<p>Using a 4-digit year format (MM/dd/yyyy) caused the extraordinary future dates to be applied to the quotes.</p>
<p>Formatting the date column of the CSV file to a 2-digit year format (and saving) resolves the matter.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-23T12:46:38Z2022-12-23T12:46:38ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi tlist809</p>
<p>Looks like Kevin N has spotted the issue,<br>
Well Done Kevin</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-23T15:13:37Z2022-12-23T15:13:37ZThe new Quote Loader<div><p>I downloaded Quote Loader v3053 from Mike's site, but when I try to import it I get<br>
the attached error.<br>
Any idea what is wrong?</p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-23T15:24:15Z2022-12-23T15:26:04ZThe new Quote Loader<div><p>while Mike is working on a fix for the download price problem I tried FT and I was playing around and found that changing the exchange for the stocks in error and trying different ones from those that use to work I was able to get all 101 downloaded.</p></div>roytag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-23T15:28:05Z2022-12-23T15:28:05ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi</p>
<p>You have to rename it to securityquoteload,mxt removing the 3053 before installing.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-23T22:06:46Z2022-12-23T22:08:08ZThe 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 3053.</p>
<p><strong>UPDATE</strong></p>
<p>• Fix issue that prevented Quote Loader from obtaining data from the source Yahoo and Yahoo HD due to changes at Yahoo.</p>
<p>• Add two new Exch Mod for source FT and FT HD</p>
<pre>
<code>o NASDAQ CCM = NASDAQ Consolidated Capital Market – code :NAQ
o NASDAQ CLP = NASDAQ Consolidated Large Cap – code :NSQ</code>
</pre>
<p>• Fix bug preventing TEST right click Exch Mod from working for tickers with spaces.</p>
<p>• Update PDF - Quote Loader Extension by Mike Bray Moneydance 2019 to 2022 V10.1</p>
<p>Be Aware: TRADE DATE for the source FT, FT HD and YAHOO HD is the date on which trading occurred resulting in the New Price. However for Yahoo the TRADE DATE is the date Quote Loader was run and data saved, which may be a later date than the actual TRADE DATE.</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/480555922022-12-24T07:08:40Z2022-12-24T07:08:40ZThe new Quote Loader<div><p>Thank you Mike and Derek for your quick work on this unexpected complication. Updates via Yahoo HD worked for my 200 securities. All exchange rate updates failed, but that's a minor issue for me.</p></div>aforkoshtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-24T08:58:46Z2022-12-24T08:58:46ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi aforkosh</p>
<p>What currency are you working in (base currency)</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-24T09:23:41Z2022-12-24T09:23:41ZThe new Quote Loader<div><p>I am not support staff, just a user.</p>
<p>A post from Mike Bray.</p>
<p>A new build of Quote Loader has been made available. Click on Extensions. Select Manage Extensions and scroll down/up to Quote Loader. It should show a build of 3053. Click on Install. Restart Moneydance once installed.<br>
In this new version a source of Yahoo does not find the last trade date. It defaults to the date you run Quote Load. If you use Yahoo HD as a source the correct date is found.<br>
A few issues have been found:<br>
1. If your base currency is USD a source of Yahoo HD does not load currency rates, a source of Yahoo does<br>
2. If your base currency is USD the sources FT and FT HD donot work for currency rates.<br>
I will correct these problems but this will be done in the New Year.<br>
Regards<br>
Mike</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-24T13:46:52Z2022-12-24T13:46:54ZThe new Quote Loader<div><p>I can't thank Mike and Derek enough for doing the hard coding and helping out everyone with issues along the way (including myself)!</p>
<p>So grateful for your support of the Moneydance community!</p>
<p>Best,<br>
Mark</p></div>Marktag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-24T15:28:12Z2022-12-24T15:28:17ZThe new Quote Loader<div><p>Another hearty thank you, and please enjoy your holiday</p></div>Roberttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-24T18:49:39Z2022-12-24T18:49:39ZThe new Quote Loader<div><p>My base currency is USD. I see that the issue has been noted by Mike (message 315), I'll switch my source for currencies to Yahoo.</p></div>aforkoshtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-26T01:02:54Z2022-12-26T01:02:54ZThe new Quote Loader<div><p>Another big thankyou for your work getting this up and running again. Very much appreciated! and Merry Christmas</p></div>Darrentag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-26T13:39:30Z2022-12-26T13:40:05ZThe new Quote Loader<div><p>Thanks to Mike Bray and all involved for the information, work and speedy update, Yahoo is working fine for me again, retrieving both currency and crypto information.<br>
Happy New Year!</p></div>rkmttag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-27T03:03:53Z2022-12-27T03:03:57ZThe new Quote Loader<div><p>Big thanks to the developers for the issue fixing, and happy holidays!</p></div>luisehsutag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-28T00:55:37Z2022-12-28T00:55:40ZThe new Quote Loader<div><p>Thank you! Works with Yahoo after upgrading to 3053</p></div>Thomas Greenetag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-28T02:01:57Z2022-12-28T02:01:59ZThe new Quote Loader<div><p>Mike and Derek thank you so much for the dedicated response and great work, especially over the holidays.. much appreciated.</p></div>SimonPtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-28T03:58:19Z2022-12-28T03:58:22ZThe new Quote Loader<div><p>Mike and Derek, thank you very much! The update works.</p></div>TS Chongtag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922022-12-28T12:51:40Z2022-12-28T12:51:40ZThe new Quote Loader<div><p>Confirming from Florida, USA, that Yahoo quotes came streaming in, just as promised. Thank you very much for this fix!<br>
Happy New Year, Babo</p></div>Babotag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-03T21:29:23Z2023-01-03T22:16:52ZThe new Quote Loader<div><p>Hi derekkent23,</p>
<p>I am getting my prices loading but it's not automatically updating my securities prices in my investment accounts. I have to manually select all and then press on Save Selected Values. What am I doing wrong?</p>
<p>I'm using V3057 of QL and 2022.5 of MoneyDance.</p>
<p>Thanks</p></div>steve_hall1tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-04T07:01:50Z2023-01-04T07:01:50ZThe 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 3057</p>
<p><strong>UPDATE</strong></p>
<p>• Fix bug that prevented the sources Yahoo HD and FT from returning Exchange Rates if your working currency (base currency) was US Dollars.</p>
<p>• Add New Source Yahoo +TD which reinstates a more accurate Trade Date than Yahoo and also retrieves data faster. The existing Yahoo has not been removed.</p>
<p>• Fix some other small bugs.</p>
<p>• Update PDF - Quote Loader Extension by Mike Bray Moneydance 2019 to 2022 V10.2</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/480555922023-01-04T07:36:38Z2023-01-04T07:36:38ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Steve</p>
<p>I don’t use auto run at start myself so to ensure a bug has not crept in I just ran a test and all worked as expected. Set up auto run per PDF, closed Moneydance and re-opened it. See screen shot.</p>
<p>Can you confirm you have set up Auto Run as page 7 and 8 of my PDF attached to post 327, in this discussion, including clicking on the RESET AUTO RUN button after making you setting?</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-05T20:37:26Z2023-01-05T20:37:29ZThe new Quote Loader<div><p>Hi there everyone,</p>
<p>I have just updated to v3057 of QL.</p>
<p>All is working again, except that even with Yahoo HD as the source - it is not detecting that I am missing historical prices when I perform a Get Prices. The last date on when I successfully obtained prices was the 09/12/22. I have checked this in the Stock Price History?</p>
<p>Am I doing something wrong?</p>
<p>Thanks for your help!<br>
Mark</p></div>Mark Bowentag:infinitekind.tenderapp.com,2009-01-14:Comment/480555922023-01-06T09:59:54Z2023-01-06T10:07:04ZThe new Quote Loader<div><p>I am not support staff, just a user.<br>
Hi Mark</p>
<p>It looks like you are correct, a bug has crept into build 3057 which is preventing historical data from being retrieved. I have reported the issue to Mike Bray the developer.</p>
<p>If this feature is important to you and you don’t want to wait for the next build there is a way to go back to build 3053 but it’s an unsigned build so on installation you will get a warning message.</p>
<p>Hope this helps.</p></div>derekkent23tag: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