The new Quote Loader and other extensions

Mike Bray (Quote Loader Author)'s Avatar

Mike Bray (Quote Loader Author)

01 Feb, 2020 07:23 AM

TIK has improved the security on the use of unsigned extensions. This is in build 1899 which is still in preview mode. Once it is released for general use you will see a warning message on the summary screen if you are using unverified extensions. This included all of my extensions. I have worked with TIK to get my extensions verified which includes Quote Loader. These are now available on my repository in https://bitbucket.org/mikerb/moneydance-2019/downloads/.

To verify an extension I have had to make my source code available to TIK. The author of the back end of Quote Loader (hleofxquotes) was not prepared to do this and thus I have redesigned Quote Loader to be standalone. I would like to thank hleofxquotes for his work and help in making Quote Loader an extension of choice.

I have asked TIK to add Quote Loader to the list of available extensions. This is being considered.

DerekKent23 has written/updated a PDF on how to install and set up Quote Loader. This is accompanied by a couple of videos. These assume Quote Loader has been added to the list of available extensions. Before that list is updated please download the file securityquoteload.mxt from my repository (https://bitbucket.org/mikerb/moneydance-2019/downloads/) and add it using the MD Extensions/Manage Extensions/Add from File. The updated PDF will be available shortly.

IT IS IMPORTANT THAT YOU FOLLOW THE INSTRUCTIONS ON MY WIKI (https://bitbucket.org/mikerb/moneydance-2019/wiki/Home) ABOUT UPGRADING FROM THE OLD VERSION OF QUOTE LOADER. YOU NEED TO REMOVE THE RHUMBA EXTENSION.

  1. 1 Posted by UxR on 01 Feb, 2020 05:47 PM

    UxR's Avatar

    Thanks Mike, much appreciated. Works just fine here.

  2. 2 Posted by JFG on 05 Feb, 2020 09:04 AM

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    Excellent work Mike, thank you very much. I've tested it on my currencies and a few securities, and it seems to work very well.

    Perhaps a silly question, but am I correct that I should remove the 'Quotes & Exchange Rates' extension, as it is redundant?

  3. 3 Posted by derekkent23 on 05 Feb, 2020 09:13 AM

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    I am not support staff, just a user.
    Hi s©tt

    It’s really up to you, but I would suggest its safer to remove 'Quotes & Exchange Rates' extension to avoided duplication or errors.

    Hope this helps.

  4. 4 Posted by JFG on 05 Feb, 2020 09:20 AM

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    @derekken23 - ok, thanks. I just wanted to confirm this extension was not in any way dependent upon the 'Quotes & Exchange Rates' extension for its functionality.

  5. 5 Posted by davidvernonlong on 15 Apr, 2020 10:04 AM

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    I see that quote loader is added to the list of available extensions. It worked fine before on my first PC, and have now added this extension on a second PC using the new way.
    However, even though I can see all the currencies on quote loader, and have set to update using the FT, it does not upload currency rates. When I go to currencies in tools it seems OK with exchange rates presumably comming from the Dropbox sync file from the first PC. Have I misses something?

  6. 6 Posted by derekkent23 on 15 Apr, 2020 10:53 AM

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

    Tested running build 3024 on both computers.

    Running Quote Loader on my secondary computer updates exchange rates and saving this data update the currency history windows. The data is then synced back to the primary computer. I am finding no issues.

    Can you post a screen shot of Quote Loader on your secondary computer so I can see the window after you Click GET PRICES and QL has obtained rates and you have ticked the lines to be saved but before clicking SAVE SELECTED VALUES.

    Its always good practice to run the same version/build of Moneydance on all computers.
    The same is not true of Quote Loader but you should still follow this practice to take advantage of QL updates.

    See Release Notes Post 29 on how to update at https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Hope this helps.

  7. 7 Posted by davidvernonlong on 17 Apr, 2020 11:20 AM

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    Hi,
    The new computer had newly used the synced file and this was when I had the
    problem I mentioned, as the currencies we not updating and the get prices
    button was greyed out.
    I had not seen your answer at that point in time, so I had closed Money
    Dance and reopened. Quote Loader then seemed to work correctly, and I had
    not taken a screen shot of the original screen so that was lost
    However, a new problem arose in that security price history seems to have
    exactly doubled the prices.
    I attach a screen shot of the price history.
    Fortunately I did take a back up as advised, so that is my last resort if
    there is no other option.
    Regards
    David

  8. 8 Posted by derekkent23 on 17 Apr, 2020 12:44 PM

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

    As highlighted in the release note and in the PDF and YouTube videos for Quote Loader you must restart Moneydance before Quote Loader will work after it is installed.
    To investigate your second issue can you post the ticker symbol for your example security, the source you used, Yahoo or FT and the first date you used Quote Loader to obtain prices for this security.

  9. 9 Posted by davidvernonlong on 17 Apr, 2020 02:50 PM

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    Hi
    Yes, I missed that.
    The symbol is SMT on the LSE exchange. I am using the FT to download prices.
    I have been using quote loader to since 23rd Oct 2019, when it correctly
    downloaded. That was on the first machine.
    I started using quote loader on the second machine on 14th April 2020. It
    correctly too downloaded, but somehow the historic quotes going back to
    23rd Oct 2019 have
      now been doubled whereas they were correct before .
    This happened to most of the securities I hold, but not all of them.
    I feel like going back to the back up of 15th April before I used the
    second PC, but will wait to see if any other recommendation.
    Regards
    David

  10. 10 Posted by derekkent23 on 17 Apr, 2020 03:21 PM

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

    From your screen shot and the information you have provided it certainly looks like something strange happened when you first started syncing.

    Was the version and build of Moneydance the same on both computers?

    Did you accidently change the base currency on one of them?

    Other than those two possibilities not show what could have happened.
    Would suggest you do a Moneydance RESTORE FROM BACKUP on your primary computer. Check the restore data set was old enough to be before the problem started.
    Then rename the restored data set to something new and set up syncing again between your two computers.

    Hope this helps.

  11. 11 Posted by davidvernonlong on 18 Apr, 2020 01:34 PM

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    that worked

  12. 12 Posted by davet65 on 01 May, 2020 02:26 AM

    davet65's Avatar

    I was reluctant to get involved with using Quote Loader when it was external to Moneydance. When I saw that it was now an official "Extension", I thought I'd give it a try. THANKS, THANKS, THANKS.

    I had a few issues, but mostly of my own making. I "kind of" followed the pdf and videos. I didn't restart MD after loading, so it didn't work for me. Restart -> Solved. Then I thought I had to set up Exch Mod, Source, etc., but soon determined that Get Prices would show me what wasn't correct as downloaded. For me, in the USA, Yahoo worked for all my holdings and gave me prices in USD. The only thing I had to do was Do Not Load securities which didn't have a legit Ticker Symbol [bonds, for example]. So it is up and running and I can't believe I didn't switch to it sooner.

    One thing I haven't figured out. I have Auto Run set up, but thought I had it set to run Daily at 09:00, which I assumed was 09:00 Eastern Time USA since that is the time my iMac is displaying. But it doesn't run then; it runs sometime in the late afternoon/early evening I think. Can you help?

    Again, THANKS for your efforts.

  13. 13 Posted by derekkent23 on 01 May, 2020 09:09 AM

    derekkent23's Avatar

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

    Glad you now fell you can talk advantage of Quote Loader which has been available since September 2018. Although as you state Quote Loader has only recently, 3rd February 2020, been signed by Infinite Kind.

    There is a learning curve, as with anything new, but I hope my PDF and videos were helpful.

    I hope you continue to find Quote Loader a great featured extension.

    As for the Auto Run feature I have not seen any other users reporting an issue. That not to say there can’t been one. You have set a Time of Run of 9:00. Can you confirm you have Moneydance open at that time, with Quote Loader Closed? If the issue persists can you post a screen shot of Quote Loader as the one below.

    Have Fun, Stay Safe.

  14. 14 Posted by davidvernonlong on 01 May, 2020 11:23 AM

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    Hi,

    I have been using Quote Loader for several months, and for me it’s gives a significant advantage over Quicken for non-USA securities, and one of the main reasons I made the switch. You do need to follow the PDF instructions to the letter, but that was very well done, along with the videos, and if you do slip up there is good advice on the forum to put you right.

    David

  15. 15 Posted by davet65 on 02 May, 2020 02:57 AM

    davet65's Avatar

    derekkent23:
    ******
    As for the Auto Run feature I have not seen any other users reporting an issue. That not to say there can’t been one. You have set a Time of Run of 9:00. Can you confirm you have Moneydance open at that time, with Quote Loader Closed? If the issue persists can you post a screen shot of Quote Loader as the one below.
    ******
    Thanks so much for your follow up.

    I have attached two screen shots. First is from 9:42am EasternDaylightTime on 05-01-2020 and the second is from 10:20pm [22:20] EDT same day. You will note that the 09:00 run had not occurred by the first but had occurred by the second. I also checked at about 17:00 and the run had not occurred. MD was open in the background of my iMac the whole time, and Quote Loader was closed except for the times I opened it to check.

    This is not a serious issue, but I would like to understand why? I would like to run the update early am to allow my mutual funds to properly close and update.

    I am running MD 2019.4 (1899) on an iMac [late 2009] running 10.13.6.

  16. 16 Posted by derekkent23 on 02 May, 2020 09:07 AM

    derekkent23's Avatar

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

    Strange.

    Is it possible that you are missing out a step-in setting up Auto Run?
    In the full video and PDF there is the following instruction.

    “After you make any changes to the Auto Run settings click the RESET AUTO RUN button so Quote Loader accepts the changes.”

    This is essential if between changing the setting and the set TIME TO RUN you don’t restart Moneydance.

    If this is not what’s happen then posting a copy of the errlog.txt may help to see what’s happening.
    1. In Quote Loader click HELP – TURN DEBUG ON/OFF and selected DETAILED.
    2. Close and reopen Moneydance.
    3. Set up AUTO RUN. Take a screen shot as you did before. Close Quote Loader.
    4. Don’t do anything in Moneydance so as to keep the errlog.txt file short.
    5. If Quote Loader fails to run at TIME TO RUN, open Quote Loader, take as screen shot as you did before, close Moneydance and post the errlog.txt file.

    Mac OS X, it should be located at one of these locations within your Home folder:
    Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance/errlog.txt
    or:
    Library/Application Support/Moneydance/errlog.txt
    If you have any trouble finding your Home Library folder, open Finder and select Go -> Go to Folder and type in:
    ~/Library This should pull up your local Library folder.

    Hope this helps.

  17. 17 Posted by davet65 on 02 May, 2020 03:56 PM

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    derekkent23:
    *****
    “After you make any changes to the Auto Run settings click the RESET AUTO RUN button so Quote Loader accepts the changes.”

    This is essential if between changing the setting and the set TIME TO RUN you don’t restart Moneydance.
    *******

    I'm sure I did click on RESET AUTO RUN after setting parameters, but I did NOT restart MD. I don't recall seeing that instruction except after doing the download/install [which I missed the first time :-( ]. I am doing that, and will let you know if it then updates at 09:00.

    When I went in after reading your Reply, I opened Quote Loader and clicked on Reset Auto Run just in case I didn't do it. I immediately got the message that Quote Loader was attempting to run an update. When it completed, it showed latest update was current date; I am pretty sure it was NOT updated @ 09:00 before that.

    Thanks very much for working through this with me. Your Quote Loader is very well designed, my time-of-day issue notwithstanding.

    One other question: Is there some trick to load individual bond prices [USA]? I see several ID #s for the bonds, but none of them seem to work with the quote sources.

  18. 18 Posted by derekkent23 on 02 May, 2020 05:09 PM

    derekkent23's Avatar

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

    Mike Bray has asked that I make it clear that as part of setting up Auto Run, step 3 in my post. when you make any changes to the setting, the last part of the process is to click the RESET AUTO RUN button so the changes are accepted.

    After setting up or making a change to the Auto Run settings provided you click the AUTO RUN BUTTON there is no need to restart Moneydance.

    The fact that you opened Quote Loader after 9:00, I presume with the NEXT RUN DATE still showing today's date and then clicked RESET AUTO RUN and got the message suggest that you had not previously clicked the RESET AUTO RUN button. When you did click the RESET AUTO RUN button the changes were accepted. Quote Loader recognised the due run time had passed for the set day and hence the prompt message “Quote Loader is trying to run an Automatic update. Do you wish to close this window to allow it to run.”

    Let’s see what happens on your next test and if it fails post the errlog.txt file.

    As for bonds it depends. I have a number of funds that are made up of bonds and FT or Yahoo support them, but I don’t think most individual bonds are supported. Post a sample list of your Bonds using there full names and any symbols you have and I will take a look.

    If they are not supported but you can find prices for these Bonds from another source you can edit the NEW PRICE and TRADED DATE fields after you get prices for your other securities so when you click SAVE SELECTED VALUES button they will be saved along with your other security prices.

    Hope this helps.

  19. 19 Posted by davet65 on 05 May, 2020 12:47 AM

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    derekkent23, referring to your most recent post:

    I carefully did as you suggested, and see the same behavior. Today [May 4], sometime between 16:00 and 19:30 EDT, Quote Loader got new quotes even though the time was set for 09:00. Everything else seemed to work, as even mutual fund values were new and they posted to MD. I really don't need you - and me - to go to extra effort to solve this. I will just experiment with different offset times until I get quotes in the morning, to be sure all mutual funds have reported. If you want me to trouble-shoot with you, I am willing to do that.

    And thanks for the tip that I can input bond prices in Quote Loader. I do pick up values from the brokerage web site, but putting them into MD is a pain using the Account/Secuity screens. So thanks for that; I tried it today.

    And attached is a sample of my bond "tickers"; I suspect they must be put in manually as I have been doing, but as I said, you have made that easier.

    So thanks again for all of your and Mike Bray's efforts.

  20. 20 Posted by derekkent23 on 05 May, 2020 08:11 AM

    derekkent23's Avatar

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

    It would be interesting to get to the bottom of this.

    The key may be the errlog.txt file so if you can, can you follow this process.

    1. Ensure in Quote Loader under HELP – TURN DEBUG ON/OFF that DETAILED is selected.
    2. Close and reopen Moneydance.
    3. Set up AUTO RUN including as the last step clicking RESET AUTO RUN. Take a screen shot as you did before. Close Quote Loader.
    4. Don’t do anything in Moneydance so as to keep the errlog.txt file short.
    5. If Quote Loader fails to run at TIME TO RUN, open Quote Loader, take as screen shot as you did before, close Moneydance and post the errlog.txt file.

    Mac OS X, it should be located at one of these locations within your Home folder:
    Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance/errlog.txt
    or:
    Library/Application Support/Moneydance/errlog.txt
    If you have any trouble finding your Home Library folder, open Finder and select Go -> Go to Folder and type in:
    ~/Library This should pull up your local Library folder.

    As I suspected it does not look like Yahoo or FT support your individual bond examples,

  21. 21 Posted by Mike Bray (Quot... on 05 May, 2020 11:54 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Hi this might help.

    QL has a background task that runs every 2 hours. When it runs it looks at its Autorun parameters and determines if a run is required. It does this by comparing the next run date/time against the current date/time and if it is less or equal it runs the download.

    So when you set up the set up the Autorun parameters the next run date is set to todays date, however the background task has not been started. Clicking on the 'Reset Auto Run' button should do this. It will most likely give you a message saying the QL is trying to run an Automatic Run whilst you have the extension open. Close QL and the auto run should happen.

    If you restart MD then QL will be loaded as part of the restart and it will do a scan of the Auto Run parameters and start the background task that will trigger an Auto run.

    If you wish me to look at the error log please set the Debug mode to Detailed and upload the log as identified by Derek. I will let you know what it says is happening.

    Regards
    Mike

  22. 22 Posted by davet65 on 05 May, 2020 09:04 PM

    davet65's Avatar

    Mike & derekkent23

    I'm embarrassed to write this, but Quote Loader worked as set up when I went in and did the steps in derekkent23's post in prep for sending the errlog file this morning. When I started QL after 09:00 after setting up before that, I got a message one quote didn't load [for some reason, it had before] and then that it did load quotes. And it did! I must have been doing something wrong. In any event, I'll watch for a couple of days and let you know if it continues to load as it should.

    One thing I did for those bond quotes that might be of use to others: I revised the Ticker symbols [that are NG and that have Do Not Load with them] by adding z plus the first few letters of the bond to the ticker [eg zabctickersymbol]. So when QL sorts them, all of the bonds are at the bottom of the list and in alphabetical order, just like I get them in the brokerage report, but the ticker is still there in QL just in case. So updating them is a breeze now :-) .

    DaveT

  23. 23 Posted by derekkent23 on 06 May, 2020 08:08 AM

    derekkent23's Avatar

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

    Don’t be embarrassed.

    It happens, you repeat something a number of times and get a bad result. Then suddenly it works and thinking back you can’t see what you did differently this time. In most cases its human error, but some times it the machine that getting it wrong. So, keep feeding back any issues you find.

    Have Fun

  24. 24 Posted by Christopher on 20 May, 2020 03:05 AM

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    Just installed Quotes Loader. Wow it’s fast. My only 2 complaints: 1. It would be nice if the check boxes stayed checked between uses. 2. QL downloads prices for 1 day only.

    I am using manual since I’m not online every day or regularly. So in order to fill in missed daily prices I will still have to use the other extension—hope it’s safe to have both extensions loaded as long as they aren’t running at the same time.

    The big plus is that you don’t have to wait till the next day or two to get closing prices on mutual funds. They’re there by the evening of the same day.

  25. 25 Posted by dwg on 20 May, 2020 04:43 AM

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    I'm a fellow user.

    I'm also one of the people that beta tested Quote Loader.

    Yes it is safe to have both installed but as you surmised it is not a good idea to have both actually running. As I test and contrast both solutions I do have both installed without issue.

    Quote Loader (QL) and the Quotes and Exchange Rate (Q&ER) extensions work in different ways, a significant part of the reason for this is the different way the data is available from the sources used and the actual data that is available. QL can use sources that basically just have a User friendly web pages that give current data, it is not possible to obtain time series data from these sources. Q&ER on the other hand uses sources that have time series data available via the use of an API. This can explain the different sources that are used by each extension.

    There have been some preliminary discussions about bringing both extension together, I do not know if this will eventuate, but if it were to happen could resolve your second issue.

    AlphaVantage is known to be slow, this is a direct result of the throttle that has to be in place in order not to exceed the usage limits that have been placed on the free service. I do not know if it would be possible to reinstate IEX, however this is likely only to be useful for U.S. shares. One encouragement I have seen for time series data is that it has been demonstrated that it is possible to again obtain this data from Yahoo.

    I would like to see the inclusion of the ability to obtain time series data that the combination of the capability of both extensions would provide, especially if Yahoo could be included as a time series source, especially as I also do not have a need to open Moneydance everyday.

  26. 26 Posted by Mike Bray (Quot... on 20 May, 2020 07:05 AM

    Mike Bray (Quote Loader Author)'s Avatar

    I have looked at adding history data.  Yahoo makes this freely
    available, for FT you need to subscribe.  I don't want to get involved
    in the subscription side so I may add yahoo history.

    On the remembering ticks.  It can be done but you only need to click on
    the box at the bottom to select all lines with a price.  So it is one
    click.  You say that you don't open MD every day, neither do I.  If you
    set up the auto run and a run is missed, the next time you open MD QL
    will run.  This is how I run MD myself.

    Regards
    Mike Bray (QL Author)

  27. 27 Posted by davet65 on 21 May, 2020 03:12 AM

    davet65's Avatar

    Mike & derekkent23,
    This is a followup from my last message a couple of weeks ago regarding QL not running at 09:00. One day after it worked as scheduled, it did not work the next day. So I set the time at 22:00. It has worked fine ever since. So I am happy that it works every day, delighted with the improvement over the earlier Extension, and will just leave it at that.

    A recent exchange makes me wonder: I leave MD running all the time, but usually in the background, and I often put my iMac to Sleep. Could this be the issue?

    And one question: When I manually update prices that can't load due to no symbol, can I just leave the new values in the input screen until QL runs automatically again, or should I check the values and save them manually?

    Thanks.

  28. 28 Posted by derekkent23 on 21 May, 2020 07:58 AM

    derekkent23's Avatar

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

    I am not an Apple user so don’t know if iMac lets Moneydance/Quote Loader perform tasks in the background when it is asleep, perhaps Mike can comment.

    When you auto run Quote Loader any security data that cannot be obtained due to the setting being DO NOT LOAD or the ticker not being valid or not supported will not update. Any previous data edited in the NEW PRICE or TRADED DATE fields is lost when you close the Quote Loader window. The existing price and date in the security history window of Moneydance (TOOLS – SECURITIES) will remain as is. You can open Quote Loader, edit these securities at any time, don’t click GET PRICES, just CLICK TO SELECT ALL LINES, only the edited lines will be ticked, then click SAVE SELECTED VALUES. Of course you can still edit these securities as part of the normal get prices process.

    Hope this helps

  29. 29 Posted by Mike Bray (Quot... on 21 May, 2020 08:13 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Not sure what happens in sleep mode.  Maybe the background task is not
    restarted hence auto mode stops working. Looking at the web Apple has
    got this power nap feature not sure what that does either.

    If you leave MD running and then put the mac in sleep mode I suggest
    that when you bring it out of sleep mode you use the reset auto button
    within QL.
    Mike

  30. Support Staff 30 Posted by Sean Reilly on 21 May, 2020 08:44 AM

    Sean Reilly's Avatar

    If the mac is in sleep mode then nothing in Moneydance will run as apps and normal processes are effectively paused until the mac wakes again. I don't know specifically how Quote Loader does it's periodic checking, but that will make the difference in when it does the next check after the mac is awakened.

    Moneydance doesn't do anything with the "power nap" feature of macOS, and I don't think it really should since those are meant to be more for system-level features and I don't think anything in Moneydance really qualifies.

    Thanks,
    Sean

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