Quote Loader Version 2

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derekkent23

11 Mar, 2023 07:33 PM

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  1. 181 Posted by Stuart Beesley ... on 11 May, 2025 05:23 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Whilst playing today. From the horses mouth. I believe the only viable route here (with Yahoo) is for IK to set up some kind of paid subscription with a yahoo source for users that cannot use other free sources

  2. 182 Posted by Ambassador Dave on 11 May, 2025 05:33 PM

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    Joe, I also track VTI and have it setup as follows in QL - Ticker: VTI:PCQ:USD through Source: FT HD

    It's the only Vanguard ETF I have to setup like that, others are just the ticker (e.g. VEU).

  3. 183 Posted by derekkent23 on 12 May, 2025 09:02 AM

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    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 321705

    UPDATE NOTE: YAHOO IS STILL DOWN.

    • Fix issue that can effect Quote Loader Automatic Run when Quote Loader is set to run on Moneydance opening. The fix includes adding a 20 second delay before Quote Loader runs.

    • Update PDF Quote Loader V2 Extension Moneydance 2022 to 2024 to V12.2 Note: even though Yahoo is not working as a source its information has not yet been deleted.

    • Update PDF’s Create On Demand and Scheduled Auto Run at defined time on Windows/Linux to V1.3. The updated Batch/Script file text in the PDF’s now includes information relating to the 20 second delay in Auto Run.

    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 a build of Quote Loader that should work with older versions of Moneydance 2020 and 2021. If you are running these versions of Moneydance a signed by Infinite Kind (Moneydance) build of Quote Loader should appear under EXTENSIONS – MANAGE EXTENSIONS.
    However this Quote Loader build is 320821 and Mike cannot guarantee that changes to Quote Loader beyond that build will be retrofitted. For the latest build of Quote Loader you need to upgrade Moneydance.

    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.
    All videos are on YouTube.

    The second and third 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. 184 Posted by derekkent23 on 12 May, 2025 09:06 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    INFORMATION.
    Quote Loader build 321705 was awaiting signing and release by Sean before Yahoo went down as a source.

    Have Fun. Stay Safe.

  5. 185 Posted by dwg on 12 May, 2025 09:37 AM

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    .

  6. 186 Posted by Stuart Beesley ... on 16 May, 2025 08:14 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    ….

  7. 187 Posted by Stuart Beesley ... on 19 May, 2025 04:36 PM

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  8. 188 Posted by aforkosh on 19 May, 2025 10:59 PM

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    Reply to post 187:

    I tried the beta. It stopped loading after getting data for 177 securities out of 202. I've attached the console log.

    Note: I get a similar result (quitting after 175 securities using AlphaVantage as the source (I have a one-month paid subscription there). I can load all securities using Q&ER with AlphaVantage as the source.

  9. 189 Posted by dtd on 19 May, 2025 11:27 PM

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    What happens with Yahoo in QER?

  10. 190 Posted by derekkent23 on 20 May, 2025 06:35 AM

    derekkent23's Avatar

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

    I am not a Mac user, so this may not be the correct term.
    But during a Quote Loader run, which with the source Yahoo now takes longer due to throttling, is the Mac going into sleep mode at any point as suggested by the error.log. If so try changing the Mac setting.

    Hope this helps.

  11. 191 Posted by aforkosh on 20 May, 2025 07:32 AM

    aforkosh's Avatar

    The Mac is not going into sleep mode. Could that error message represent a timeout from the extension not communicating with the main Moneydance module for a long period of time? Before Mike introduced the Yahoo 'instant' process (when all values were returned in well under a minute), I saw the same issue. I believe that he then added code to prevent a timeout from happening when handling a large number of securities. I'll see if I can find the thread where I reported the problem and a fix was provided.

  12. 192 Posted by aforkosh on 20 May, 2025 07:55 AM

    aforkosh's Avatar

    Response to item 191:

    The discussion I was referencing is at https://infinitekind.tenderapp.com/discussions/investments/6837-quo...

    I believe that QL release 3047 introduced some code to enable working with a large number of securities. That code may have been rendered inactive when Mike changed his access method that provided an instant load.

  13. 193 Posted by Stuart Beesley ... on 20 May, 2025 09:30 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @aforkosh - I'm sure the issue is that the new throttling is deliberately making the code take longer to sleep/execute and that is conflicting with QL's timeouts.

    Can you change your QL debugging to DETAILED, restart MD and then run again... We would need the detailed log to see...

  14. 194 Posted by Ed F on 20 May, 2025 02:33 PM

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    I tried QER the other day after not using it for a long time. First I'll say it ran through my short list of stocks quickly and successfully using Yahoo as the source. This is the first time it has worked for me in months, using any source.

    It did however pull 14 digits of data, which far exceeds the majority of Max Decimal Places set for my securities. I don't recall QER functioning this way the last time I was able to use it successfully.

    Is this the expected behavior now?
    Thanks,
    Ed

  15. 195 Posted by Stuart Beesley ... on 20 May, 2025 02:43 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I've been working on it! 😉
    I also have a fix for the long decimals (with Yahoo). Try this preview version (1044)
    https://github.com/yogi1967/MoneydancePythonScripts/blob/master/sig...

  16. 196 Posted by Stuart Beesley ... on 20 May, 2025 02:44 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @aforkosh - if you DM me on Slack, or email me:

    ...

    I have something you can try.....

  17. 197 Posted by aforkosh on 20 May, 2025 05:07 PM

    aforkosh's Avatar

    @Stuart Beasley. Not using Slack and your email address was hidden. Mine is aforkosh at mac.com.

    By the way, to honor not stressing the system, I try to limit my runs to once a day after the USA markets close. FWIW, I'm in the Pacific Time Zone (GMT-8 standard, GMT-7 Daylight).

    I'll switch on detailed logging for runs starting Tuesday.

  18. 198 Posted by Christophe on 20 May, 2025 05:29 PM

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    I updated quote loader to build 321706, thank you Stuart, and I am back in business using Yahoo as a source. I retrieve quotes for 110 securities every day, only once or twice. We'll see how long this lasts. I was running FT for a week or so, having to tweak the exchange for about 10 securities (as recommended by someone on this discussion I believe). For example I had to enter BTI:NYQ for BTI. Will return to that source/method if needed. This forum has helped me fix at least 3 or 4 issues (and/or user error) over the last few years. Thank you all.

  19. 199 Posted by Ed F on 20 May, 2025 06:40 PM

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    Yes that worked perfect thanks!
    Ed

    On Tue, 2025-05-20 at 14:44 +0000, Stuart Beesley (Mr Toolbox) wrote:

  20. 200 Posted by Christophe on 21 May, 2025 09:46 PM

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    WRT to post 198 -update-:
    While quote loader build 321706 works well with Yahoo as a source, it will not start updating securities unless I close Moneydance and re-open it. Not a huge deal, a bit annoying.

  21. 201 Posted by flyingout on 22 May, 2025 02:42 AM

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    While quote loader build 321706 works well with Yahoo as a source, it will not start updating securities unless I close Moneydance and re-open it. Not a huge deal, a bit annoying.

    I'm experiencing the same thing. I thought it had been fixed with the recent build as it had worked for a couple of days. Didn't work again today. 321706 on Mac.

  22. 202 Posted by dwg on 22 May, 2025 04:22 AM

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    On the surface of it, if QL only updates on Moneydance startup it suggests the scheduling is not set up correctly. Updates on startup is one of the options.

  23. 203 Posted by flyingout on 22 May, 2025 04:39 AM

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    On the surface of it, if QL only updates on Moneydance startup it suggests the scheduling is not set up correctly. Updates on startup is one of the options.

    What I am experiencing (and I generally keep MD open all the time) is that once a day I click Get Prices and lately, that stops working until I restart MD. Clicking Get Prices turns all the New Price column yellow, as normal, but doesn't bring in new quotes. The Get Prices button itself stays in a highlighted state as if it's waiting.

    Edit: I will work on looking at the console logs for clues

  24. 204 Posted by Mike Bray (Quot... on 22 May, 2025 04:50 AM

    Mike Bray (Quote Loader Author)'s Avatar

    I suspect there is a failure in the Get Prices that prevents QL from
    finishing. Have a look in the console log for a Java exception.

  25. 205 Posted by vbtrader62 on 23 May, 2025 01:01 AM

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    I have exactly the same issue, and it started recently, I leave MD running, and after some time quote loader stops working. The New Price is yellow, no errors, nothing happens.
    The console just has this:

    20250522-20:54:37.685 Quote Load>INFO-AWT-EventQueue-0(Quote Load,showConsole) Manual Run
    20250522-20:54:43.651 Quote Load>INFO-AWT-EventQueue-0(MainPriceWindow,getPrices) Security Quotes executed in Ascending sequence on Source->>
    20250522-20:54:43.651 Quote Load>INFO-AWT-EventQueue-0(MainPriceWindow,getPrices) Currency Quotes executed in Ascending sequence on Ticker
    20250522-20:54:43.652 Quote Load>INFO-AWT-EventQueue-0(MainPriceWindow,getPrices) URI moneydance:fmodule:securityquoteload:getQuote?qs=yahoo&tid=deac19c3-836c-4cf1-983c-9098384fcfe5&s=BHYIX&s=CIRAX&s=DFCEX&s=FAGIX&s=FCNVX&s=FZILX&s=PTRQX&s=RNWGX&s=TRAIX&s=VBILX&s=VEIRX&s=VFIAX&s=VFWAX&s=VMVAX&s=VSGAX&s=VTCLX

    Quote loader is the latest available version v321706

  26. 206 Posted by dtd on 23 May, 2025 01:08 AM

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    "The new price is yellow, no errors."

    Actually there is obviously an error(s) - all the yellow prices are zero.

  27. 207 Posted by vbtrader62 on 23 May, 2025 01:17 AM

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    I am sure it is meant to be helpful but it is obviously not.

  28. 208 Posted by dtd on 23 May, 2025 02:16 AM

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    I was helping by giving a better description of what you (and others) (and I) are experiencing. Knowing the "price is yellow, no errors", does not show that QL is no longer actually "getting prices" at that point, as the "all zero" values do indicate.

    It also seems to occur after MD has been up some time, and has had at least one successful run. If I am incorrect for anyone, I was hoping for more feedback versus your response.

    Since Mike Bray is no longer supporting QL, it falls to others (including me) to try to figure out the scope and details of the issue.

  29. 209 Posted by Stuart Beesley ... on 23 May, 2025 09:21 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    QL 322004 is now available. Whilst the extensions menu says it’s an older version, just uninstall and reinstall and it will pick up 322004.

  30. 210 Posted by Dan on 23 May, 2025 10:03 PM

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    Thanks Stuart, QL 322004 work great!

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