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 3 out of 4. View the first page

  1. 61 Posted by K on 24 Apr, 2023 07:11 AM

    K's Avatar

    Hi derekkent23,

    I've looked into it and at first it might seem like yahoo quotes the price in euro. But when you buy the bond, you currently can buy one for as little as about €24, not €96. And since it's common for bonds prices to be quoted in % of the nominal value of the bond, I think yahoo does quote a % instead of the actual euro price.

    Thanks for trying to help me out, I appreciate it.

  2. 62 Posted by davet65 on 30 Apr, 2023 07:18 PM

    davet65's Avatar

    Derek, Mike,
    I have assumed that your response to my request to "fix" the manual price entry problem with Quote Loader that I reported [March 18+] was still pending, so I continued to use v3058 as it works for me. Upon re-reading this thread, I think that v3201, as reported on March 26, had FIXED the issue [already!] as opposed to merely listing requests as I originally read it. Am I correct? If so, thanks to both of you. I will update.

  3. 63 Posted by derekkent23 on 30 Apr, 2023 07:29 PM

    derekkent23's Avatar

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

    Yes Quote Loader Build 3201 released March 26 should have fixed the issue you reported.
    Mike does not hang around.
    If upon installing 3201 you have any issues just report them.

    Have Fun, Stay Safe.

  4. 64 Posted by derekkent23 on 09 Jun, 2023 07:11 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 3202

    **UPDATE**
    • Re-establish the source Yahoo +TD.
    • Fix issues related to the use of Sort By Headings.

    Update
    PDF Quote Loader V2 Extension Moneydance 2019 to 2023 to V11.3
    Quote Loader V2 Extension Moneydance 2019 to 2023 Handling Cryptocurrencies Market Indices and Futures V5.2

    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.

  5. System closed this discussion on 08 Sep, 2023 07:20 PM.

  6. derekkent23 re-opened this discussion on 10 Sep, 2023 07:08 AM

  7. 65 Posted by derekkent23 on 10 Sep, 2023 07:08 AM

    derekkent23's Avatar

    Open discussion.

  8. 66 Posted by derekkent23 on 13 Oct, 2023 09:55 AM

    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 3203

    **UPDATE**
    • Source Yahoo +TD function has changed. Yahoo +TD now provides the last available history price, closing price, but unlike Yahoo HD it cannot provide previously dated prices, historical data.
    • Advanced users into writing scripts. You can perform a process to auto open Moneydance with a selected Data Set, then run Quote Loader (as denoted by quotes appearing in the status line at the bottom of the Moneydance window). On completion optionally closing Moneydance. You can initiate this as many times per day as you want.

    Updated: PDF Quote Loader V2 Extension Moneydance 2019 to 2023 to V11.4
    Quote Loader V2 Extension Moneydance 2019 to 2023 Handling Cryptocurrencies Market Indices and Futures V5.2

    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.

  9. 67 Posted by derekkent23 on 04 Nov, 2023 10:18 AM

    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 3204

    **UPDATE**
    • Fix issue in Quite Loader build 3203 relating to Auto Run on Demand. Advanced users into writing scripts. You can perform a process to auto open Moneydance with a selected Data Set, then run Quote Loader (as denoted by quotes appearing in the status line at the bottom of the Moneydance window). On completion optionally closing Moneydance. You can initiate this as many times per day as you want.

    Updated: PDF Quote Loader V2 Extension Moneydance 2019 to 2023 to V11.5
    EDIT: PDF Quote Loader V2 Extension Moneydance 2019 to 2023 updated to V11.6 see post 77.

    Release:
    Create On Demand and Scheduled Auto Run at defined time on Windows V1.0
    Create On Demand and Scheduled Auto Run at defined time on Linux V1.0

    Unchanged:
    Quote Loader V2 Extension Moneydance 2019 to 2023 Handling Cryptocurrencies Market Indices and Futures V5.2

    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.

    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.

  10. 68 Posted by gsberan on 31 Dec, 2023 05:09 PM

    gsberan's Avatar

    I noticed that Quote Loader displays the current date run of prices when it downloads the prices. I just updated the prices and they show date of 12/30/23-Saturday when the actual date of prices is 12/19/23 - Friday. This makes the price history incorrect.

  11. 69 Posted by gsberan on 31 Dec, 2023 05:15 PM

    gsberan's Avatar

    I noticed that the price history is off by one day. Prices loaded down reflect the day after market closed, not the actual date of price. Why is that? Is there a fix for this?

  12. 70 Posted by derekkent23 on 31 Dec, 2023 05:54 PM

    derekkent23's Avatar

    I am not support staff, just user.
    Hi gsberan

    Can you take a screen shot of the Quote Loader window as the one I have posted so I can see the issue.

  13. 71 Posted by derekkent23 on 31 Dec, 2023 07:16 PM

    derekkent23's Avatar

    I am not support staff, just user.
    Hi gsberan

    A further thought.
    If you are using the Source Yahoo then this could be the issue. Yahoo change the data they provide which means they no longer provide a Trade Date so Quote Loader has to assume a date. It still provided an active price during trading hour.

    Try changing the source to Yahoo+TD this should provide the correct Trade Date. Yahoo+TD provides the last available history price, closing price, on the Trade Date listed.

    Hope this helps

  14. 72 Posted by he on 07 Jan, 2024 09:52 PM

    he's Avatar

    Request for future improvements:

    a) Allow user to make column sorting permanent (where securities tab doesn't revert to sorting by symbol each time extension is opened).

    b) Allow for more than 3 months of Yahoo history.

    Thanks for listening.

  15. 73 Posted by Mike Bray (Quot... on 08 Jan, 2024 01:10 PM

    Mike Bray (Quote Loader Author)'s Avatar

    Will add it to the list of requests. As the extension is quite stable I am not sure when it will be done.

    The greater than 3 months of history might cause issues with the volume of data. I will investigate.

  16. 74 Posted by gsberan on 10 Jan, 2024 01:54 PM

    gsberan's Avatar

    Here is the screen shot. Please note that the date of screen shot is 1-10-24 7:30 AM and the dates of the quotes are 1/10/24 except for the DOW is 1/9/24.

  17. 75 Posted by derekkent23 on 10 Jan, 2024 03:28 PM

    derekkent23's Avatar

    I am not support staff, just user.
    Hi gsberan

    Thanks for the screen shot.

    I think my comments on the Source Yahoo in my post of the 31st Dec mostly stands with some caveats on the comment:

    Try changing the source to Yahoo+TD this should provide the correct Trade Date. Yahoo+TD provides the last available history price, closing price, on the Trade Date listed.

    I should have added that during trading hours it looks like share prices are updated during the trading day thus the Tade Date reflects this. However Funds show the closing Price and Trade Date when the fund price was last calculated.
    The Source FT gives the same Trading Day as Yahoo+TD

  18. 76 Posted by derekkent23 on 11 Jan, 2024 08:15 AM

    derekkent23's Avatar

    I am not support staff, just user.
    Hi gsberan

    The screen shot shows Quote Loader run using three sources. These runs were before the US market opened on the 11 January.
    As indicated on my previous posts the source Yahoo does not provide a Trade Date and as such Quote Loader assumes the Trade Date is the Date on which Quote Loader was run. However the alternative sources Yahoo+TD and FT do provide a Trade Date and that’s the date used for the Trade Date for these Sources.

    Hope this helps.

  19. 77 Posted by derekkent23 on 24 Jan, 2024 09:13 AM

    derekkent23's Avatar

    Third-party Quote Loader Extension, Moneydance 2019 to 2023 ONLY.

    I am not support staff, just a user.

    UPDATE:

    • PDF Quote Loader V2 Extension Moneydance 2019 - 2023 updated to V11.6

    No other changes.
    See post 67 above for Quote Loader build 3024 release data.

    Have Fun, Stay Safe.

  20. Maddy closed this discussion on 16 Feb, 2024 12:23 PM.

  21. derekkent23 re-opened this discussion on 02 Mar, 2024 09:57 AM

  22. 78 Posted by derekkent23 on 02 Mar, 2024 09:57 AM

    derekkent23's Avatar

    Re-Opened.

  23. 79 Posted by Eric M on 17 Mar, 2024 12:17 AM

    Eric M's Avatar

    QL is set up to update prices and pull missing prices for the past three months when I open MD. BUT it doesn't actually start pulling prices until I open the extension and close the window, and it is NOT grabbing historical prices, insisting on grabbing the most current price. And manually running the extension doesn't grab historical prices as I'd expect as it's an option for the auto update, instead only the most recent price.

    How do I force it to actually run on launch AND pull historical data as it is set to, WITHOUT starting a new file, or doing any involved export recreate stuff as I an NOT willing to do that again. I have too much data that I'd have to fix on a reimport like that and I will NOT do that.

    I'm on a MBP running MacOS 14.2.1
    QL is current at v3204
    MD is current at v2023.3 (5064)

  24. 80 Posted by Eric M on 17 Mar, 2024 01:32 AM

    Eric M's Avatar

    I figured it out. Needed the Yahoo HD setting. Operator error, or PEBCAK, as usual.

  25. 81 Posted by kathyzapp on 25 Mar, 2024 10:58 PM

    kathyzapp's Avatar

    Quoteloader worked for me until the newest MD version. I am using QL 3204. All "new prices"are updated but only a few "price dates" and "last price" change to reflect the new price. No idea what to do.

  26. 82 Posted by derekkent23 on 26 Mar, 2024 09:02 AM

    derekkent23's Avatar

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

    Can you take a look at the Quote Loader PDF to ensure you are fully completing the process to retrieve then save prices.
    Including Page 7 of post 67 at
    https://infinitekind.tenderapp.com/discussions/investments/7595-quo...

    If that does not help can you post a screen of the Parameter tab plus the Security tab after you click GET PRICES then again after you click SELECT ALL LINES then again after you click SAVE SELECTED LINES. Finally double click on a Ticker that you believe has an issue so you can post a screen shot of its Currency/Security History window

    This way we can see whats going on and should be able to help.

  27. 83 Posted by kathyzapp on 26 Mar, 2024 05:11 PM

    kathyzapp's Avatar

    I have used Quoteloader for many years, always had a few issues but was able to sort them out. I attached a screenshot showing the results with different "sources" and one with the parameters I have set. Just ran this at 10AM PST.

  28. 84 Posted by derekkent23 on 26 Mar, 2024 05:35 PM

    derekkent23's Avatar

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

    Looking at your screen shot there seems to be only one security that is not returning a price Alkermes Plc with the ticker ALKS.

    As stated in the Quote Loader PDF page 14 see post 67 at
    https://infinitekind.tenderapp.com/discussions/investments/7595-quo...
    FT HD does not support historical data for Stocks, only Funds.

    You should change the Source to FT or if you need historical data change Source to Yahoo HD remembering to tick the Retrieve Missed Prices box under the Parameter tab.

    Hope this helps.

  29. 85 Posted by kathyzapp on 26 Mar, 2024 08:09 PM

    kathyzapp's Avatar

    That one stock was not the problem. I did not need that price.

    Anyway, don't know what happened, I didn't change a thing, and now it is back to working. Yeah!

    Thanks for taking the time to respond.

  30. 86 Posted by Mike Bray (Quot... on 28 Mar, 2024 08:13 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Glad it is working for you. Quote Loader depends on the chosen source
    for the data. If that source has an issue QL will not be able to get a
    price. You can always check the source by using your browser to go to
    markets.ft.com/data for FT sources or finance.yahoo.com for yahoo
    sources and entering your ticker.

    Often the source does not update particular tickers or has an issue with
    its web page.

    On 26/03/2024 20:09, kathyzapp wrote:

  31. 87 Posted by kathyzapp on 28 Mar, 2024 02:02 PM

    kathyzapp's Avatar

    Thank you, Mike for providing some further background and for continuing to update the extension you so freely offer.

  32. 88 Posted by Mike on 25 Apr, 2024 08:41 AM

    Mike's Avatar

    Hi,
    I love this extension, thanks so much Mike for providing it and Derek for assistance.

    My tickers are split between Yahoo HD and FT HD, and in the last few weeks all of the Yahoo ones stopped working. When I check the URLs, I do see valid data - e.g. (this URL taken from the log file): https://finance.yahoo.com/quote/0P0000A2DE.SW/history?p=0P0000A2DE.SW

    In the attached file are the logs I think are relevant to retrieving this one ticker; ultimately QL decides "No price returned for 0P0000A2DE.SW"

    Any thoughts on what is stopping this working?

    Environment : QL v3204, MD v2024.1(5118), MacOS Ventura 13.6.6

  33. 89 Posted by derekkent23 on 25 Apr, 2024 09:00 AM

    derekkent23's Avatar

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

    Yahoo has changed something.

    Mike the developer of Quote Loader is working on a fix and a new build brining back Yahoo is under test.

    Have Fun, Stay Safe.

  34. 90 Posted by Mike on 25 Apr, 2024 09:10 AM

    Mike's Avatar

    Thanks for the update Derek!

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Already uploaded files

  • Quote_Loader_V2_Extension_Moneydance_2019_to_2022_V11.1.pdf 2.89 MB
  • Quote_Loader_V2_Extension_Moneydance_2019_to_2022_Handling_Cryptocurrencies_Market_Indices_and_Futures__V5.1.pdf 1.03 MB

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac