Quote Loader Version 2

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derekkent23

11 Mar, 2023 07:33 PM

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  1. 211 Posted by Christophe on 23 May, 2025 10:35 PM

    Christophe's Avatar

    QL 322004 installed. Slow but it doesn't bother me. As noted, ignore the
    version number in the "manage extensions". Uninstall ("update" not
    available), re-install. Good to go. I didn't restart MD.

    Thank you Stuart

    On 5/23/2025 2:21 PM, Stuart Beesley (Mr Toolbox) wrote:

  2. 212 Posted by derekkent23 on 24 May, 2025 06:49 AM

    derekkent23's Avatar

    Third-party Quote Loader Extension, Moneydance 2022-2024 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 2022-2024 only, latest Quote Loader Version 2 build is 322004

    UPDATE NOTE:

    • Add throttling to the Source Yahoo/Yahoo HD.

    • Update PDF Quote Loader V2 Extension Moneydance 2024 to V12.3

    • Update Quote Loader V2 Extension Moneydance 2024 Handling Cryptocurrencies Market Indices and Futures to V5.5

    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 by Mike Bray and this build updated by Stuart Beesley.
    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.

  3. 213 Posted by Stuart Beesley ... on 24 May, 2025 02:02 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    if anyone wants to test some new code out reference the save speed issue, or new AV throttling (to match AV API plan) features, DM me on slack or email me:
    ...

  4. 214 Posted by Christophe on 24 May, 2025 04:20 PM

    Christophe's Avatar

    Stuart, I am not on Slack and my email software (Mozilla thunderbird)
    wont let me use the address you mentioned. I am game for testing though.

    On 5/24/2025 7:02 AM, Stuart Beesley (Mr Toolbox) wrote:

  5. 215 Posted by Stuart Beesley ... on 24 May, 2025 06:01 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    QL 322006 PREVIEW (signed) is available here for people to test (fixes for save speed and also now throttle Alpha Vantage - set rate on parameter screen):

    ...

  6. 216 Posted by Christophe on 24 May, 2025 06:56 PM

    Christophe's Avatar

    QL322006 behaves the same as 322004 on my machine (win10) and for my
    application. "Throttle Yahoo connections" box is checked and greyed out
    in parameters.

  7. 217 Posted by Stuart Beesley ... on 24 May, 2025 07:55 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    It will perform the same for yahoo. This has Alpha Vantage throttling options and a faster “save prices” ability.

  8. 218 Posted by Stuart Beesley ... on 26 May, 2025 09:57 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    QL 322007 PREVIEW is signed and available here from the new IK preview extensions site. File link to mxt:
    https://infinitekind.com/app/md/extensions/preview/securityquoteloa...
    (if you download, make sure it's named exactly 'securityquoteload.mxt' before you try to install).

    Link to the preview folder:
    https://infinitekind.com/app/md/extensions/preview/

  9. 219 Posted by derekkent23 on 02 Jun, 2025 05:49 PM

    derekkent23's Avatar

    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 2022-2024 only, latest Quote Loader Version 2 build is 322007

    UPDATE NOTE:

    • Add Alpha Vantage throttling, including setting of API call rate per minute to match AV plan.

    • Change method of saving data to try to overcome a long delay some users are experiencing. This adds a brief delay for all users.

    • Update PDF Quote Loader V2 Extension Moneydance 2024 to V12.4

    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 by Mike Bray and this build updated by Stuart Beesley.
    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.

  10. 220 Posted by derekkent23 on 23 Jun, 2025 07:12 PM

    derekkent23's Avatar

    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 2022-2024 only, latest Quote Loader Version 2 build is 330104

    UPDATE NOTE:

    • Add feature that allows a price for an individual security to be returned and saved.

    • Add the source Market Data\Market Data HD that requires a Token. For US Stocks only.

    • Fix bug in last build that prevented Quote Loader from saving older builds of Moneydance.

    • Update PDF Quote Loader V2 Extension Moneydance 2024 to V12.5

    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 by Mike Bray and this build updated by Stuart Beesley.
    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.

  11. 221 Posted by Christophe on 23 Jun, 2025 08:21 PM

    Christophe's Avatar

    Thank you Derek.

    I really like having the ability to retrieve a single security. Works
    well and allowed me to switch quickly from Yahoo to FT for a security
    that was giving me trouble.

    Cheers.

    On 6/23/2025 12:12 PM, derekkent23 wrote:

  12. 222 Posted by aforkosh on 27 Jun, 2025 11:23 PM

    aforkosh's Avatar

    I see that build 330104 now includes Market Data as a source. As they provide a free trial and are cheaper than AlphaVantage, I decided to check them out as an alternative if Yahoo builds new walls.

    1. QL does not support mutual funds, data from Market Data, although Market Data appears to have an API. Is that only a temporary limitation?

    2. The % chg and Amt Chg columns are blank. Since the data are present for computing those fields, will they be added?

  13. 223 Posted by dtd on 28 Jun, 2025 02:27 AM

    dtd's Avatar

    1-Mutual funds had not been programmed in yet. With the support change (Formerly Mike Bray, now Stuart Beesley) I have no idea if that will change.

    As for 2 - I get % chg and Amt Chg values when I update a stock price with Market Data.
    Note: on the free trial, stock quotes are one day delay - maybe you are getting prices you already had thus there is no change?

  14. 224 Posted by Stuart Beesley ... on 28 Jun, 2025 06:04 AM

    Stuart Beesley (Mr Toolbox)'s Avatar
    1. The market data mutual funds is broken. This is not a QL issue. Who knows when/if MKD will fix it.
  15. 225 Posted by aforkosh on 28 Jun, 2025 04:05 PM

    aforkosh's Avatar

    The issue with no change info is an artifact of the way I tested. I used Yahoo and saved the result, so when I ran Market Data, the data matched. Note that for the 30-day trial, Market Data should provide the full suite of results.

    I'll confirm this on Monday by running Market Data first. It should show data in the change columns. I'll then run Yahoo and save the results. I'll download the CSV file from QL for both runs and spot-check quotes.

  16. 226 Posted by Stuart Beesley ... on 28 Jun, 2025 04:31 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    The free plan is free forever and fully featured, it's just rate limited.

    They have a bug - mutual funds are simply broken.. It's nothing to do with QL.

  17. 227 Posted by flyingout on 28 Jun, 2025 07:18 PM

    flyingout's Avatar

    I signed up with Market Data. Nice to have options and thank you folks for the continued development and support.

    The signup gives you free 30 days of the paid Starter tier so I can't test the limits of the free tier. It says 100 API credits (per month presumably) and that multiple quotes per API call are possible. Stuart, is that the way you have built it? If we only need 1 credit (typically) per day, 100 would be more than enough, and an improvement over Alpha.

    Update: on my dashboard after running it once it says: API Usage "Requests: 10/10000" That was after I set everything to Market Data. Mutual fund, treasuries, and something else failed and 10 worked. So if I'm interpreting this correctly, even my modest number of quotes needed per day will not work with the 100 free limit.

    Update to the update: API credits: 10,000 / day. So we're back on.

    One more: Each time I run it the dialogue says 11 prices loaded, 10 errors (both true). On the dashboard the number of requests used goes up by 10, interesting. And BND is failing. Other ETFs are good.

  18. 228 Posted by derekkent23 on 28 Jun, 2025 07:57 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi

    If you look at my main PDF page 15 from post 220 it outlines the Market data Free Forever limitations as I understand them. One of the links included talks about the 30 day free trial after which if you don’t subscribe you move onto the Free Forever plan.

    Some of the limits of the Free Forever plan are a maximum of 100 quotes a day with at least a 24 hour delay on data. I don’t think the 24 hour delay applies to the 30 day trial period. The link provides fuller information.

    Have Fun Stay Safe.

  19. 229 Posted by flyingout on 28 Jun, 2025 08:22 PM

    flyingout's Avatar

    Thanks Derek. I've now read the manual.

    24 hour delay for the free (and trial) plans is pretty much a non-starter. (You have to go to the Free Accounts and below pages, not the Plan Limits page to see the unfortunate details.) But it's still good to have options.

    Pretty much good for testing only, IMO. "24-Hour Delayed Data: Access to data that is delayed by at least 24 hours."

  20. 230 Posted by dtd on 28 Jun, 2025 08:40 PM

    dtd's Avatar

    @derek - the 24 hour delay does apply to the 30 day trial period...
    real time is once you pay something.

  21. 231 Posted by derekkent23 on 28 Jun, 2025 09:23 PM

    derekkent23's Avatar

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

    Yes sorry, its just the call limit that higher during the 30 day, the delay is still up to 24 hours.

    Have Fun Stay Safe.

  22. 232 Posted by aforkosh on 30 Jun, 2025 10:50 PM

    aforkosh's Avatar

    I just ran MarketData during the free trial period for the Starter Plan. The results had the closing prices for the same day (no 24-hour delay). It matched the data from Yahoo.

    Notes for future upgrades (i.e., non-critical issues--not deserving an upgrade on their own):

    A cosmetic note for Market Data: the dates in the Date Changed column are followed by '++'

    Note about CSV downloads: If a security's name contains a ',' the data columns are offset by one column when opening the CSV file in a spreadsheet. Perhaps the Name field data should be enclosed in quotes.

  23. 233 Posted by flyingout on 01 Jul, 2025 03:49 AM

    flyingout's Avatar

    I also got closing prices, albeit 7 hours after the market close. I'll be happy if their rules might be squishy. Perhaps small once-per-day queries fall under the radar.

    One reason I'm interested is that unlike Alpha, $12/mo is not unreasonable if the free services fail (and everything works at Market Data, which it's not currently). At the moment, Alpha works well for me.

    BND still fails, while VTI, VB and all my other ETFs work. ChatGPT suggested a few Alt Tickers for Quote Loader (BND:US, BND:NASDAQ, BND:XNAS). Didn't work.

    Terrible name, Market Data. Tough searching.

  24. 234 Posted by dtd on 01 Jul, 2025 03:56 AM

    dtd's Avatar

    I think it is "up to 24 hours" for the delay - of course, if you pay the $12/month it is real time. As for alt tickers, Derek is smarter than ChatGPT.... ;)

    And yes "Market Data" as a name? Really?

    And as for the Mutual Fund breakage - I would HOPE that all the paying folks would be screaming bloody murder...

  25. 235 Posted by flyingout on 01 Jul, 2025 04:38 AM

    flyingout's Avatar

    As for alt tickers, Derek is smarter than ChatGPT.... ;)

    For the moment

    And the Alts failed with AlphaVantage as well, so another good try by the AI

  26. 236 Posted by Stuart Beesley ... on 01 Jul, 2025 06:51 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    The site is:
    https://www.marketdata.app/

    They have a system issue and mutual funds are not working.

    I don’t think there is a delay as such, but they only provide the closing date/prices.

    For mutuals you should be able to access VFINX with no token, but if you try
    https://api.marketdata.app/v1/funds/candles/M/VFINX?from=2020-01-01...

    You can see it errors with no data.

  27. 237 Posted by Stuart Beesley ... on 01 Jul, 2025 06:57 AM

    Stuart Beesley (Mr Toolbox)'s Avatar
  28. 238 Posted by derekkent23 on 01 Jul, 2025 08:45 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi

    I can confirm Stuarts finding BND worked in Quote Loader with the source Market Data.
    It also worked with Alpha Vantage.

    Have Fun Stay Safe.

  29. 239 Posted by Stuart Beesley ... on 01 Jul, 2025 02:11 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I’ve fixed the “,” issue. That’s with Derek to test.

  30. 240 Posted by derekkent23 on 01 Jul, 2025 08:10 PM

    derekkent23's Avatar

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

    Comma issue resolved. ++ issue awaiting fix.

    Have Fun Stay Safe.

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