The new Quote Loader

Mike Bray 's Avatar

Mike Bray

01 Feb, 2020 07:22 AM

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

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

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

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

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

Showing page 6 out of 7. View the first page

  1. 151 Posted by derekkent23 on 16 Apr, 2021 07:39 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    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.

    At some point hopefully the messages will be corrected.

    Hope it will help.

  2. 152 Posted by Mike Bray on 21 Apr, 2021 11:19 AM

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    There is an issue with build 3034, it is not remembering changes to the run time parameters at the top of the screen.

    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 (https://bitbucket.org/mikerb/moneydance-2019/downloads/)
    Thanks
    Mike Bray

  3. 153 Posted by Mezzanine on 01 May, 2021 05:21 PM

    Mezzanine's Avatar

    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.

    Likely a separate issue but I also just found the CSV export is missing volume data. e.g.
    Ticker,Name,Price,Date,Volume
    BCI,BMO Capital and Income Inv Trust,3.24,30/04/2021,com.moneydance.modules.features.securityquoteload.ExtraFields@6cbcca27

    Regards,
    Mezzanine

  4. 154 Posted by derekkent23 on 01 May, 2021 06:13 PM

    derekkent23's Avatar

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

    The CSV Volume issue Mike Bray is already aware, and I am sure is working on a fix.

    Can you provide examples of the Security Ticker Symbols that you are having Pound/Pence issue with from Yahoo HD

  5. 155 Posted by Mike Bray on 02 May, 2021 07:04 AM

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    I have corrected the issue with the volume in the export file. Build 3036 available in my Downloads area https://bitbucket.org/mikerb/moneydance-2019/downloads/

  6. 156 Posted by Mezzanine on 02 May, 2021 08:31 AM

    Mezzanine's Avatar

    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.

    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.

    Thanks,
    Mezzanine

  7. 157 Posted by Mezzanine on 02 May, 2021 08:32 AM

    Mezzanine's Avatar

    Hi Mike - thanks for the CSV fix.

  8. 158 Posted by derekkent23 on 02 May, 2021 09:26 AM

    derekkent23's Avatar

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

    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.

  9. 159 Posted by Mike Bray on 02 May, 2021 11:35 AM

    Mike Bray 's Avatar

    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:

    Royal Mail plc (RMG.L)

    LSE - LSE Delayed price. Currency in GBp

    Currency GBp is used.

    Yahoo sometimes changes this at different times of the day. This will throw Quote Loader off and it might report incorrect prices.

  10. 160 Posted by Mark Hackney on 12 May, 2021 10:07 PM

    Mark Hackney's Avatar

    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.

    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?

    Thanks.

  11. 161 Posted by Mike Bray on 13 May, 2021 03:43 AM

    Mike Bray 's Avatar

    Hi Mark, if you are using build 3034 of Quote Loader there is a known
    error.  This is corrected in build 3036.  Sean is in the process of
    verifying this build so it should be available in the next few days,
    however, there is an unverified version available in my Downloads folder
    https://bitbucket.org/mikerb/moneydance-2019/downloads/
    Regards
    Mike

  12. 162 Posted by Mark Hackney on 13 May, 2021 08:48 PM

    Mark Hackney's Avatar

    Thanks Mike! I'll give it a go!

  13. 163 Posted by derekkent23 on 15 May, 2021 09:00 PM

    derekkent23's Avatar

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

    I am not support staff, just a user.

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

    For Moneydance 2019-2020-2021 latest Quote Loader build is 3036.

    UPDATE • 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.

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

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

    Quote Loader was developed and is supported by Mike Bray.

    PDF’s and Video by Derek Kent.

    The system provides an end to end solution, obtaining quotes from a choice of sources and entering them into the relevant Currency/Security History window, all from a single window within Moneydance. The system can obtain Security Prices, Exchange Rates, Market Indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.

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

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

    Acknowledgement to Kevin N and dwg for their support during development.
    Please keep this thread to this subject on how to use Quote Loader.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  14. 164 Posted by derekkent23 on 15 May, 2021 09:04 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    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.

    At some point hopefully the messages will be corrected.

    Hope it will help.

  15. 165 Posted by Mezzanine on 18 May, 2021 09:26 PM

    Mezzanine's Avatar

    Hi Mike, I have a development request...

    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.

    Would you consider adding a new column "% change", perhaps even colour coding green/grey/red for positive/zero/negative movement against last price?

    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...

  16. 166 Posted by Mike Bray on 19 May, 2021 08:14 AM

    Mike Bray 's Avatar

    Certainly a possibilty, I will keep it mind for when I next update it.
    Regards
    Mike

  17. 167 Posted by derekkent23 on 05 Jun, 2021 09:28 AM

    derekkent23's Avatar

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

    I am not support staff, just a user.

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

    For Moneydance 2019-2020-2021 latest Quote Loader build is 3038.

    UPDATE

    • Add Percentage change since Last Price.

    • Fix bug in Ticker manual Test Feature.

    • Fix bug related to Create Price CSV and edited New Prices values.

    • Update PDF “Quote Loader Extension by Mike Bray Moneydance 2019-2020-2021” to V9.3

    With links to new videos:

    ---- Quote Loader Quick Start Guide V8.2

    ---- Quote Loader Short Video Tutorial V9.1

    ---- Quote Loader Full Video Tutorial V9.1

    • Update PDF “Quote Loader Extension, Moneydance 2019-2020-2021 Handling Cryptocurrencies and Market Indices & Futures” to V4.3

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

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

    Quote Loader was developed and is supported by Mike Bray.

    PDF’s and Video by Derek Kent.

    The system provides an end to end solution, obtaining quotes from a choice of sources and entering them into the relevant Currency/Security History window, all from a single window within Moneydance. The system can obtain Security Prices, Exchange Rates, Market Indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.

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

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

    Acknowledgement to Kevin N and dwg for their support during development.
    Please keep this thread to this subject on how to use Quote Loader.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  18. 168 Posted by Mike Bray on 05 Jun, 2021 10:17 AM

    Mike Bray 's Avatar

    Mezzanine % change column added in build 3037, latest is 3038.

  19. 169 Posted by sprimost on 05 Jun, 2021 08:35 PM

    sprimost's Avatar

    From: sprimost

    You might need to mention that a restart of Moneydance is required after
    installing the extension. I noticed that the extension could not update
    the prices after the update.

    /scp

  20. 170 Posted by derekkent23 on 05 Jun, 2021 09:07 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi sprimost
    In the release notes https://infinitekind.tenderapp.com/discussions/investments/4914-the...
    It states “Once installed re-start Moneydance - installation complete.”

    This is also covered in the PDF and the 3 videos.

    Also, then you follow the update process under EXTENSION - MANAGE EXTENSIONS it tells you to restart Moneydance.

    So I think it is mentioned.

    Have Fun, Stay Safe.

  21. 171 Posted by sprimost on 05 Jun, 2021 10:36 PM

    sprimost's Avatar

    oops...my bad

    long (and happy) user, so "real users don't read manual" or look at
    installation instructions.

    But, in my haste (and excitement, did _not_ read the last line of the
    "update process"....

    Update is Very Nice....thank you again.

    /scp

  22. 172 Posted by dwg on 05 Jun, 2021 10:41 PM

    dwg's Avatar

    Read manuals? what is a manual ? :)

  23. 173 Posted by dtd on 06 Jun, 2021 12:09 AM

    dtd's Avatar

    Just downloaded 3038. Nice with one caveat.

    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/...

    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)

    The first three left aligned items are perfectly fine; it's just the shifting back and forth that causes an issue.

  24. 174 Posted by dtd on 06 Jun, 2021 12:17 AM

    dtd's Avatar

    Another comment, let's say I set a decimal width to four.
    .7062 is the older number, .7062 is the new number, %change says 0.0014

    If I change it to two decimal places (.71 and .71) %change says 0.54

    If I change it to enough decimal places to encompass the entire value (.706190 and .706190) %chg says 0.00

    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.

    Thanks for Quote Loader, I'd probably not be using Moneydance without it.

  25. 175 Posted by Mike Bray on 06 Jun, 2021 07:01 AM

    Mike Bray 's Avatar

    I will have a look the next time I need to touch it.
    regards
    Mike

  26. 176 Posted by Mike Bray on 06 Jun, 2021 07:04 AM

    Mike Bray 's Avatar

    Thanks for the update, as I said I will look at it when I next touch the
    extension.  I have instigated issues logging so your posts have been
    added to it.

  27. 177 Posted by Clive Gilroy on 10 Jun, 2021 04:07 PM

    Clive Gilroy's Avatar

    Help please!

    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.
    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.
    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
    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.
     Can you help me on this issue please?

  28. 178 Posted by derekkent23 on 10 Jun, 2021 04:18 PM

    derekkent23's Avatar

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

    Can you post the ticker symbol for JP Morgan China Growth & Income Trust plus the last price you have and I will test.

  29. 179 Posted by Clive Gilroy on 10 Jun, 2021 04:31 PM

    Clive Gilroy's Avatar

    Hi Derek,

    The ticker symbol is JCGI and the last updated price was £6.70 on 9th June 2021 via Quote Loader 3021.

  30. 180 Posted by clive on 10 Jun, 2021 04:34 PM

    clive's Avatar

    Hi Derek,

    The ticker symbol is JCGI and the last updated price was £6.70 on 9th June 2021 via Quote Loader 3021.

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