Quotes and Exchanges Rates Updater

chevisale's Avatar

chevisale

22 Aug, 2022 08:39 PM

The "Quotes and Exchanges Rates Updater" stopped updating Exchange Rates. How to fix it.

  1. 1 Posted by dwg on 22 Aug, 2022 09:36 PM

    dwg's Avatar

    I'm a fellow user.

    Is it giving any errors? What happens if you open the extension and run it manually any errors being displayed then, look at the status bar. What source are you using for Exchange Rates?

  2. 2 Posted by derekkent23 on 23 Aug, 2022 09:09 AM

    derekkent23's Avatar

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

    If you continue to have problems getting exchange rates using Q & ER then try the extension Quote Loader.

    Ensure the currencies rates you want to retrieve are displaced on the summary page in the Exchange Rates section. To display extra rates use TOOLS – CURRENCIES double click on subject currency – EDIT and tick box SHOW ON SUMMARY PAGE.
    Install and run Quote Loader under EXTENSIONS.

    ONE TIME SET UP
    Ensure the PROCESS CURRENCY, RETRIEVE MISSED PRICES and OVERRIDE CURRENT PRICE boxes are ticked.
    Set the source for listed currencies using dropdown to YAHOO HD
    Click SAVE PARAMETERS.

    NOW
    Click GET EXCHANGE RATES.
    Once rates are retrieved tick, CLICK TO SELECT ALL LINES and click SAVE SELECTED VALUES. See screen shot of Quote Loader just before clicking SAVE SELECTED VALUES.

    For further information on the features of this extension and how to use see post 259 at
    https://infinitekind.tenderapp.com/discussions/investments/4914-the...

    Download the PDF’s attached to post 259 and have a read.

    To get an overview take a look at the YouTube videos by using the links on page 1 and 2 of the PDF.

    The Quick Start Video is intended to give a quick overview so the user can see if Quite loader looks like it could work for them. The Short Video expands the user’s knowledge giving more detail. The Full Video goes even further but may be to wordy for some.
    The PDF reinforces what’s leaned in the videos, provides step by step instructions, a must read and provide answers on how to handle less obvious issues some users may come across.

    Let us know how you get on or if you need help just post.

    Hope this helps.

  3. 3 Posted by gandrews82 on 01 Sep, 2022 09:46 AM

    gandrews82's Avatar

    seems to be a problem with Quotes updater today - september 1st. Using FT as my source for all quotes including mixture of LSE securities and exchange rates. Getting error message on all but three (out of 30) and these are only updating to yesterday's price.

  4. System closed this discussion on 01 Dec, 2022 09:50 AM.

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