Quote Loader Version 2

derekkent23's Avatar

derekkent23

11 Mar, 2023 07:33 PM

Third-party Quote Loader Extension, Moneydance 2019 to 2023 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 to 2023 latest Quote Loader Version 2 build is 3200

**UPDATE**
• A Completely new User Interface which can be configured to have separate or combined Security and Exchange Rate windows.
• A separate Parameter tab to free up space on the tabs for Security and Exchange Rate tables.
• Sort tables by headings.
• Ability to add Alternative Ticker Symbols.
• Amount Change column added.
• Alternating colours/shades in tables to make them easier to read.
• Option to hide “Do Not Load” source selection lines.

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 Videos 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 Guide Video, a Short Video Tutorial and a Full Video Tutorial, all on YouTube.

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

Please keep this thread to this subject on how to use Quote Loader version 2.
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.

Have Fun, Stay Safe.

Showing page 4 out of 4. View the first page

  1. 91 Posted by derekkent23 on 25 Apr, 2024 02:50 PM

    derekkent23's Avatar

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

    The new Quote Loader Build 3209 is with Infinite Kind to be signed and then made available to users.

    Have Fun, Stay Safe.

  2. 92 Posted by Mike on 26 Apr, 2024 10:52 AM

    Mike's Avatar

    With 3209, it's now happy again - thanks Mike Bray and Derek

  3. 93 Posted by derekkent23 on 26 Apr, 2024 12:31 PM

    derekkent23's Avatar

    Third-party Quote Loader Extension, Moneydance 2022 to 2024 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 2022 to 2024 only, latest Quote Loader Version 2 build is 3209

    UPDATE

    • Fix Bug introduce by Yahoo that prevented prices from being retrieved.

    • Remove Source Yahoo +TD

    • Moneydance 2019 to 2021 no longer supported by this build of Quote Loader.

    • Update PDF’s to reflect Quote loader changes.

    Quote Loader V2 Extension Moneydance 2022 to 2024 V11.7

    Quote Loader V2 Extension Moneydance 2022 to 2024 Handling Cryptocurrencies Market Indices and Futures V5.3

    Create On Demand and Scheduled Auto Run at defined time on Windows V1.2 (updated)

    Create On Demand and Scheduled Auto Run at defined time on Linux V1.2. (updated)

    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 Videos 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 Guide Video, a Short Video Tutorial and a Full Video Tutorial, all on YouTube.

    The second PDF covers the creation and importing of Cryptocurrencies, Market futures and Market Indices into Moneydance.
    The third and fourth PDF’s relate to Quote Loader Auto Run on Demand.
    Please keep this thread to this subject on how to use Quote Loader version 2.

    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.

    Have Fun, Stay Safe.

  4. 94 Posted by Dave on 26 Apr, 2024 06:45 PM

    Dave's Avatar

    Exceptional emergency work! Thank you Mike Bray and all others involved in this unexpected project! Not only is the extention functioning properly again, it's blazing fast on my system. Better than before. I'm truly grateful for all the work that went into this.

  5. 95 Posted by derekkent23 on 26 Apr, 2024 07:05 PM

    derekkent23's Avatar

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

    Thanks for taking time to let us know that Quote Loader is back up and working for you and performing so well.

    Have Fun, Stay Safe.

  6. 96 Posted by Rick on 27 Apr, 2024 05:53 PM

    Rick's Avatar

    Will there be a fix for Moneydance 2019 to 2021 QL?

  7. 97 Posted by Clayton on 27 Apr, 2024 07:11 PM

    Clayton's Avatar

    I have the same question, will there be a fix for Quote Loader for version 2021.1 (3069)?
    I am using QL version 3204 and can get quotes for some Canadian (TSX) tickers using FT. Normal for Yahoo was .TO, but with FT can get some with .TO or :TOR, or :TOR:CAD. Two of the missing ones are US Stocks (CDR) on the .NE (NEO) exchange, the rest missing are ETF's.
    If there will be no fix for my version, will the newer fix (3209) work for my missing ones if I upgrade Moneydance?

  8. 98 Posted by derekkent23 on 27 Apr, 2024 08:12 PM

    derekkent23's Avatar

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

    I dont know if Mike intends to support MD builds before 2022.

    If Yahoo supported a security before the Yahoo problem then they are supported and work with the new Quote Loader build. The only new thing is to follow the new instruction in my PDF, namely:
    Please don’t repeatedly click GET EXCHANGE RATES or GET PRICES as the Source may lockout.

    Hope this helps

  9. 99 Posted by dtd on 27 Apr, 2024 08:24 PM

    dtd's Avatar

    The issue is the Java version used before 2022. It changed again even more recently, but before 2022 was somewhat of a state change.

    So Mike might (or might not) support before 2022, but then he's basically supporting two versions of Quote Loader. So, just as Mac O/S updates break Moneydance and require a discounted upgrade purchase, this might be a reason to upgrade Moneydance to 2024 (which also gets you a free upgrade to 2025).

  10. 100 Posted by Clayton on 28 Apr, 2024 03:46 PM

    Clayton's Avatar

    Hi dtd,

    Thanks for your quick reply. I upgraded Moneydance and everything works
    well with Quote Loader and Yahoo.

    On 2024-04-27 4:24 p.m., dtd wrote:

  11. 101 Posted by Clayton on 28 Apr, 2024 03:56 PM

    Clayton's Avatar

    Hi derekkent23

    I upgraded to the new version of Moneydance successfully. I noticed that
    Quote Loader was still set at FT and still did not get all the quotes,
    but when I changed them all to Yahoo, EVERYTHING WORKS GREAT.

    Thanks for your quick response that helped me decide to upgrade.

    On 2024-04-27 4:12 p.m., derekkent23 wrote:

  12. 102 Posted by derekkent23 on 28 Apr, 2024 04:40 PM

    derekkent23's Avatar

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

    Even after an upgrade of Moneydance and/or Quote Loader, Quote Loader will remember its last set of settings.

    Anyway glad to hear you are happy with the upgrades and all is working for you.

    Have Fun, Stay Safe.

  13. 103 Posted by derekkent23 on 13 May, 2024 09:22 AM

    derekkent23's Avatar

    Third-party Quote Loader Extension, Moneydance 2020 to 2024 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 2022 to 2024 only, latest Quote Loader Version 2 build is 321008

    UPDATE • Improve the reliability of Yahoo/Yahoo HD when retrieving larger numbers of securities/exchange rates. When throttling is in effect, as indicated by on screen message, it will take longer to retrieve prices. YAHOO HAS IMPOSED CALL RESTRICTIONS. See PDF for details.

    • Update PDF’s to reflect Quote loader changes. Quote Loader V2 Extension Moneydance 2022 to 2024 V11.8
    Quote Loader V2 Extension Moneydance 2022 to 2024 Handling Cryptocurrencies Market Indices and Futures V5.4
    Create On Demand and Scheduled Auto Run at defined time on Windows V1.2
    Create On Demand and Scheduled Auto Run at defined time on Linux V1.2.

    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.

    Mike has created to version of Quote Loader that should work with MD 2020 and MD 2021. You will find it at https://github.com/mrbray99/moneydanceproduction/tree/main/OldExten...
    BE AWARE this version has not been verified by TIK and you will receive a warning saying just that. You use at your own risk. TIK would prefer that you upgrade Moneydance to a newer version. Mike cannot guarantee that future changes to Quote Loader will be retrofitted to this build. Install by dragging and dropping into Moneydance Side Bar, list on left.
    Reference https://infinitekind.tenderapp.com/discussions/moneydance-developme...

    Quote Loader was developed and is supported by Mike Bray.
    PDF’s and Videos 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 Quick Start Guide Video, Short and Full Tutorial Videos.
    There is also a link to a video relating to Yahoo failing to return supported securities due to restrictions.
    All videos are on YouTube.

    The second PDF covers the creation and importing of Cryptocurrencies, Market futures and Market Indices into Moneydance.
    The third and fourth PDF’s relate to Quote Loader Auto Run on Demand.
    Please keep this thread to this subject on how to use Quote Loader version 2.

    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.

    Have Fun, Stay Safe.

  14. Support Staff 104 Posted by Sean Reilly on 13 May, 2024 09:47 AM

    Sean Reilly's Avatar

    Regarding this line:

    You use at your own risk. TIK would prefer that you upgrade Moneydance to a newer version.

    We are perfectly fine with signing multiple extensions to maintain compatibility with older versions of Moneydance. In fact, we've built-in to the extension manager a filter that only shows extensions that have been marked as supporting specific version ranges of moneydance.

    Please don't ever run unsigned extensions that show an unsigned warning! We cannot ensure that they are free from malware, spyware, or any other kinds of nefarious code or privacy violations.

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  15. 105 Posted by Mike Bray (Quot... on 13 May, 2024 10:22 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Sean appreciate the comment, however, we need a better way of getting
    extensions signed. It is not that easy. Though you have now signed Quote
    Loader I did ask you to sign my other extensions (5th May) which has not
    happened. I know you are busy and the informal way we currently use
    sometimes gets forgotten.

    I am happy to set up a separate repository for older versions of my
    extensions and use the min/max build parameters in meta_info.dict;
    Regards
    Mike

    On 13/05/2024 10:47, Sean Reilly wrote:

  16. 106 Posted by Rick on 14 May, 2024 10:46 PM

    Rick's Avatar

    I'm hopeful the wait won't be too much longer for TIK to sign off/verify QL for 219 to 2021. I'd prefer to not have to update to a newer version of MD. I've followed the posted links for the unverified version, but a little queasy with the unsigned extension warning blazed across the screen. Any news would be greatly appreciated.

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