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 2 out of 3. View the first page

  1. 31 Posted by derekkent23 on 15 Mar, 2023 10:04 AM

    derekkent23's Avatar

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

    I can see you have changed the theme did you find ensure in System Preferences/General Show Scroll Bars is set to 'Always'?

    If yes as I am not a Mac user I think we have to wait for Mike to jump in, sorry.

  2. 32 Posted by Mike Bray (Quot... on 15 Mar, 2023 01:42 PM

    Mike Bray (Quote Loader Author)'s Avatar

    Hi Rick, please could you run Quote Loader and either post the error log or display the console (help/Console), copy it to the clipboard, paste it to a file and post the file.
    Thanks
    MIke

  3. 33 Posted by dtd on 15 Mar, 2023 09:07 PM

    dtd's Avatar

    just a user - as one who tested QL on a mac, another thing that happens upon starting out is (assuming you are using the default securities/currencies on the same page) is that the currencies window is almost the entire page, so securities are hidden by that window.

    see if you can find the demarcation with your cursor (which you've changed to always, correct?) and drag the currency window downward to expose the securities window.

    It APPEARS you have what I say above, and the currency window appears complete, but as I say, way too large, and you need to expose the securities.

  4. 34 Posted by skyrider.nl on 16 Mar, 2023 09:58 AM

    skyrider.nl's Avatar

    Hi Mike,

    Thanks for your reply!
    Here's the log file as you requested.

    Thanks,
    Rick

  5. 35 Posted by skyrider.nl on 16 Mar, 2023 10:02 AM

    skyrider.nl's Avatar

    Hi dtd,

    I tried just about anything possible with these window settings, sizes and themes.
    Sometimes I see one or a few buttons, sometimes when I click Get Prices I get some currencies but nothing else, sometimes noting but a blank window...
    Scroll bars are set to "Always".

    Cheers,
    Rick

  6. 36 Posted by Mike Bray (Quot... on 16 Mar, 2023 04:54 PM

    Mike Bray (Quote Loader Author)'s Avatar

    Once you have resized the tables QL should remember the sizes.

  7. 37 Posted by Mike Bray (Quot... on 16 Mar, 2023 04:54 PM

    Mike Bray (Quote Loader Author)'s Avatar

    Thanks Rick

    There is a bug that causes a java exception so it will not display
    correctly.  I will need to correct this.  Can you go back to 3058?

    1. You can find it here:
    https://bitbucket.org/mikerb/moneydance-2019/downloads/.
    2. Download securityquoteload3058.mxt
    3. Rename it to securityquoteload.mxt.
    4. Start MD, use Extensions/Manage Extensions to remove Quote Loader
    5. Use 'Add from File' and choose the renamed file
    6. Restart MD

    I will work on a fix.
    Regards
    Mike

    On 16/03/2023 09:58, skyrider.nl wrote:

  8. 38 Posted by Mike Bray (Quot... on 18 Mar, 2023 02:06 PM

    Mike Bray (Quote Loader Author)'s Avatar

    Rick, I have uploaded an updated build to https://bitbucket.org/mikerb/moneydance-2019/downloads/. It is called securityquoteload3201.mxt. Download and rename as above. You will receive the red bar, ignore this. If it works then I will submit to Sean for approval.

  9. 39 Posted by davet65 on 18 Mar, 2023 03:13 PM

    davet65's Avatar

    Mike,
    I updated to Quote Loader 3200.20 under Moneydance 2022.6 (4097) and Mac OS 13.2.1.

    I use it a lot to manually update prices. Now, when I put in the new prices, all appears OK but when I click Select All Lines, Save Selected Lines, the Price Date displayed shows 00/00/0000 but the new price is kept. But when I Close and then run QL, all of the new data is gone and the old prices and dates are displayed.

    I tried reading the pdf, but the column titles don't even match; and I don't see any discussion here.

    Help, please.

  10. 40 Posted by derekkent23 on 18 Mar, 2023 03:36 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi davet65

    I think you are missing out a step.
    After you manually put in the New Price you need to click into the Trade Date field and select a date. After that you can then click Select All Lines, Save Selected Lines.
    I think you may be reading an old PDF. Download the new PDF from post 1 https://infinitekind.tenderapp.com/discussions/investments/7595-quo...
    That is PDF Quote Loader V2 Extension Moneydance 2019 to 2022 V11.1

    Hope this helps.

  11. 41 Posted by davet65 on 18 Mar, 2023 04:19 PM

    davet65's Avatar

    You are correct, derekkent23. When I do what you say, it works.

    But that is NOT what it did before the update. I could enter a new price, arrow down to the next security and continue updating. It would automatically fill in today's date. Very easy manual entry. And to make it worse - for me - 2x clicking in Trade Date does bring up a calendar - for FEBRUARY! So I would have to manually select the Trade Date, with multiple clicks, for each and every security. That is a show-stopper for me.

    I like the % chg and amt chg, but losing the automatic date entry will have me looking elsewhere. Sorry.

    Is there a way to get back to the prior version? I have used the install/update within MD.

    My suggestion is that QL should automatically fill in the Trade Date with today's date if a manual price update is entered, and clicking in the Trade Date would allow you to edit that date.

  12. 42 Posted by derekkent23 on 18 Mar, 2023 04:24 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi davet65

    I will bring you concerns to Mike attention he may be able to do something.

  13. 43 Posted by davet65 on 18 Mar, 2023 04:30 PM

    davet65's Avatar

    Thanks, derekkent23. I appreciate your help and interest.

    I can't be the only one who routinely enters lots of manual updates - necessary for reasons that are personal and dictated by my security holdings. But the old version made that easy.

  14. 44 Posted by derekkent23 on 18 Mar, 2023 04:38 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi davet65

    You can revert back to build 3058 for the time being.
    1. You can find it here:
    https://bitbucket.org/mikerb/moneydance-2019/downloads/.
    2. Download securityquoteload3058.mxt
    3. Rename it to securityquoteload.mxt.
    4. Start MD, use Extensions/Manage Extensions to remove Quote Loader
    5. Use 'Add from File' and choose the renamed file
    6. Restart MD

    Hope this helps.

  15. 45 Posted by davet65 on 18 Mar, 2023 07:15 PM

    davet65's Avatar

    Is it OK to ignore the warning about the file being considered unsafe? I seem to recall that was an issue before QL was incorporated into MD more fully.

  16. 46 Posted by derekkent23 on 18 Mar, 2023 07:37 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi davet65

    Downloaded from Mike site its completely safe.
    The warning just means it has not been signed by Sean and loaded under Extensions – Manage Extensions.
    In all other respects it’s the same as the signed version.

    Hope this helps.

  17. 47 Posted by davet65 on 18 Mar, 2023 07:44 PM

    davet65's Avatar

    Thanks; that's what I thought I remembered but needed to be reassured.

    3058 installed and works just like I remember - and want!

    I'm set for my needs, and won't update until I see that this issue has been fixed.

    Thanks again, derekkent23.

  18. 48 Posted by skyrider.nl on 19 Mar, 2023 10:17 AM

    skyrider.nl's Avatar

    Hi Mike,

    Just followed your instructions and it appears version 3201 works well.
    Thanks for your support, it's highly appreciated!

    Rick

  19. 49 Posted by Mike Bray (Quot... on 19 Mar, 2023 10:31 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Derek has let me know, I am preparing a small fix and will add this to
    it. Sorry if some functionality didn't transfer when I rewrote the
    interface.
    Regards
    Mike

    On 18/03/2023 19:44, davet65 wrote:

  20. 50 Posted by Mike Bray (Quot... on 19 Mar, 2023 10:33 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Thanks Rick, that's a relief, I couldn't reproduce it on my Mac,
    however, the log you provided told me what the error was and I put a
    check in to overcome it.
    Regards
    Mike

  21. 51 Posted by derekkent23 on 26 Mar, 2023 02:32 PM

    derekkent23's Avatar

    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 3201

    **UPDATE**

    • Fix bug affecting some Mac users where tab windows were not opening correctly.
    • On manual editing of a New Price auto fill Trade Date with today’s date and allow date editing.

    Update PDF Quote Loader V2 Extension Moneydance 2019 to 2022 to V11.2

    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.

    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.

  22. 52 Posted by aforkosh on 29 Mar, 2023 08:02 PM

    aforkosh's Avatar

    Does Quote Loader work with Moneydance 2023 (released on 3/29)?

  23. 53 Posted by derekkent23 on 29 Mar, 2023 08:50 PM

    derekkent23's Avatar

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

    Quate Loader is fully compatible with Moneydance 2023.

    I have updated the first line of the Quote Loader release notes above and will also update the PDF’s to reflect this when the next Quite Loader build is released.

    Have Fun Stay Safe.

  24. 54 Posted by derekkent23 on 20 Apr, 2023 02:11 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi

    It looks like Quote Loader Source Yahoo +TD is down. Temporarily or for good time will tell.
    If you use this Source simple switch to Yahoo or FT.

    Hope this helps.

  25. 55 Posted by -Kevin N. on 21 Apr, 2023 01:13 AM

    -Kevin N.'s Avatar

    It seems that Yahoo +TD is back up and running.
    Temporarily or for good, time will tell.

    -Kevin N. (not a member of MD support)

  26. 56 Posted by derekkent23 on 21 Apr, 2023 06:56 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi

    Yahoo +TD its back again. Perhaps just a short server down.

    Have Fun, Stay Safe.

  27. 57 Posted by K on 21 Apr, 2023 06:05 PM

    K's Avatar

    Hi,

    First of all, thanks for making this awesome extension. I appreciate it!

    I'm struggling to make sure a bond price is displayed correctly. The bond has a nominal value of €25, and yahoo just shows the current price in % of the nominal value. (If the price on yahoo is 96%, you can buy a bond for €24).

    But the software assumes the thing Yahoo loads is the currency price, instead of a % of the nominal value. Is there any way I can fix this?

    Thanks again!

  28. 58 Posted by derekkent23 on 22 Apr, 2023 07:17 AM

    derekkent23's Avatar

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

    I does not sound like a situation Quote Loader can handle, but post the full name of the bond and its ticker symbol so I can take a look.

  29. 59 Posted by K on 22 Apr, 2023 10:31 AM

    K's Avatar

    Hi derekkent23,

    This is how I've set it up in MD:

    Security ID: RABO.AS
    Ticker Symbol: RABO.AS

    (see https://finance.yahoo.com/quote/RABO.AS?p=RABO.AS)

  30. 60 Posted by derekkent23 on 22 Apr, 2023 11:48 AM

    derekkent23's Avatar

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

    Yahoo quotes the price of Coöperatieve Rabobank U.A. PARTICIPATED CERT(RABOBANK ORD)EUR25 in Euro’s not as a % of the EUR25 bond.

    The only other source I could find also quotes a Euro price. https://coindataflow.com/en/stock/RABO.AS

    Perhaps other users with a better understanding of this type of investment may be able to help in how to handle such securities in Moneydance.

    Sorry.

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