Quote Loader Version 2

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derekkent23

11 Mar, 2023 07:33 PM

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  1. 121 Posted by derekkent23 on 07 Nov, 2024 05:40 PM

    derekkent23's Avatar

    I am not support staff, just at user.
    Hi gsberan

    Sorry, I missed your attached file, so let’s see Mikes comments.

    But I don’t see anything in your attached file that suggest that Quote Loader saved anything to the Moneydance ticker 9999227 Currency/Security History window.

  2. 122 Posted by Mike Bray (Quot... on 08 Nov, 2024 08:22 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Looking at the provided error log there are 2 things. First remove
    ReportWriter, you have an old version which will not run on the latest
    version of MD. If you use it please download the latest version from
    https://github.com/mrbray99/moneydanceproduction/tree/main/downloads.

    The second thing is that QuoteLoader did not run in this log, it does
    its setup and the says 'Nothing to Run'. You, however, has some syncing
    going on. Is the false price coming from your sync file?

    On 07/11/2024 14:49, gsberan wrote:

  3. 123 Posted by gsberan on 08 Nov, 2024 06:01 PM

    gsberan's Avatar

    Will take care of Report Writer. Not sure of "sync". I have checked the LPL activity on the site and register, I don't see anything. Here are screen shots of the latest info.If you need more info, advise.

  4. 124 Posted by Mike Bray (Quot... on 09 Nov, 2024 08:48 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Thanks for the info. Looking at the various logs QL seems to be behaving
    correctly. When 9999227 is set to 'Do not load' and an 'autorun' is run,
    no quote is generated for 99999227. When 9999227 is changed to a source
    of Yahoo it tries to do a quote but rightly gets a 'Not Found' from
    yahoo and adds the quote to the failed count. It is not updating the
    price of 9999227.

    There is no evidence that Quote Loader is setting the price of 9999227.

    If you can send me an error log of when the price is created I will have
    another look.

    On 08/11/2024 18:02, gsberan wrote:

  5. 125 Posted by Mike Bray (Quot... on 09 Nov, 2024 01:06 PM

    Mike Bray (Quote Loader Author)'s Avatar

    Try disabling QL Autorun and waiting for the price to change. If it doesn't try a few manual runs of QL to see if that does it.

  6. 126 Posted by sizweoks on 18 Nov, 2024 04:08 PM

    sizweoks's Avatar

    Hi derekkent23

    Is there a workaround to get cryptocurrencies exchange rates from Yahoo with a ZAR (South African Rand) base currency?

  7. 127 Posted by derekkent23 on 19 Nov, 2024 11:55 AM

    derekkent23's Avatar

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

    As Yahoo does not provide cryptocurrencies exchange rates related to ZAR the following is the only workaround I can think of.

    You need to set up the Cryptocurrencies as an Investment. See my PDF Quote Loader Version 2 Extension, Moneydance 2022-2024 Handling Cryptocurrencies and Market Indices & Futures page 4 at
    https://infinitekind.tenderapp.com/discussions/investments/7595-quo...
    see post 112

    See screen shots for the example for Bitcoins and Ethereum.

    In the example I have set up two securities Bitcoins and Ethereum with currency setting South African Rand. Screen shot example Bitcoin.

    Create an Investment account Cryptocurrency Exchange Rates.
    Add the securities, 1 share each at current crypto exchange rate.

    As the values returned by Quote Loader are in USD you also need to ensure the are retrieving the exchange rate for USD. See screen shot.

    Process Click GET EXCHANGE RATE, select that line and SAVE SELECTED LINES and then GET PRICES and select and SAVE SELECTED LINES. You need to save the current USD exchange rate before you get and save the Crypto currency rate so the rate are converted from USD to ZAR using the up to date rate.

    As this is a twostep process, getting crypto exchange rates in USD then converting them results to ZAR other sources at any given time may give a slightly different results.

    Hope this makes sense.

  8. 128 Posted by sizweoks on 24 Nov, 2024 11:25 AM

    sizweoks's Avatar

    Hey derekkent23

    This makes sense and helped solve this for me, thank you!

    I followed this and the instructions in the pdf, I didn't read through it all so I didn't see the section that details using crypto with a unsupported ticker symbol.

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  • Quote_Loader_V2_Extension_Moneydance_2019_to_2022_V11.1.pdf 2.89 MB
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