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Security Price Load Question

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DrgnMastr

23 Apr, 2024 03:16 PM

Attention Mike Bray:

Mike,

If I had a way of contacting you privately, I would have sent this that way.

I have downloaded and installed Security Price Load. I have verified the input data file and it looks right. I have followed your instructions as well. The ticker in MD agrees with the Ticker field of the input data file.

When I click on "Load Data", nothing happens. I don't get the popup window with the security and prices

Suggestions please.

1. 1 Posted by dwg on 23 Apr, 2024 03:33 PM

   

   One thing I can think to check is to make sure the CSV file does not have an extra blank line at the end.

   One way of making sure that I use is to load the CSV in Calc and save it, the other I have used is to open it in word processor and turn on paragraph marks to make sure there is not an extra line.

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2. 2 Posted by DrgnMastr on 23 Apr, 2024 04:04 PM

   

   DWG,

   Thanks for the hint. It didn't have an extra blank line at the end, but after a serious check in BBEdit (Mac), I found the header line had a line break (not carriage return) in it.

   At least now, I get the window, although it is not showing prices yet. More inspection to do. :) The ticker is the 3rd column and the price is the second one in the input file. I wonder if this may be the price issue. The ticker looks correct.

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3. 3 Posted by dwg on 23 Apr, 2024 04:19 PM

   

   You can always post a sample of the price file if you want others to cast an eye over it.

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4. 4 Posted by DrgnMastr on 23 Apr, 2024 04:23 PM

   

   I am getting the Load Security Prices window Build 3206 at least, but now the "New Price" column is 0.0. Attached is the CSV file.

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5. 5 Posted by DrgnMastr on 23 Apr, 2024 04:24 PM

   

   It didn't take the attachment, trying again.

   • Weekly_MyView1.csv 1.9 KB
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6. 6 Posted by DrgnMastr on 23 Apr, 2024 04:40 PM

   

   Problem solved. Thanks for all the assistance. This issue is that the Morningstar Ticker is 10 alphanumeric, and somehow "Max chars in Ticker" got set to something other than "No Limit", so it couldn't match.

   Thanks again.

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7. 7 Posted by DrgnMastr on 23 Apr, 2024 05:54 PM

   

   Suggestion: A quick way of selecting the lines that have new prices, would make this a joy. :)

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8. 8 Posted by -Kevin N. on 23 Apr, 2024 06:00 PM

   

   Hi DrgnMastr,

   There should be an empty check box in the lower left-hand corner at the bottom of the column of checkboxes.
   Ticking that box, ticks them all.

   -Kevin N. (not a member of Moneydance Support)

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9. 9 Posted by DrgnMastr on 23 Apr, 2024 06:36 PM

   

   Kevin,

   You are absolutely correct, thank you. It was hard to find as it doesn't have enough contrast to stand out in that upper left hand corner of the grey bottom area.

   Unfortunately, the Morningstar Portfolio export produces an Excel file which then has to be saved out as CSV and checked for funny characters and misformatiing. However, it is still better than entering 18 prices by hand given the "Security Price Entry" extension shortcoming that I mentioned a couple of weeks ago, elsewhere.

   Cheers,
   DM (user)

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10. 10 Posted by -Kevin N. on 24 Apr, 2024 04:09 PM

    

    Hi DM,

    I'm wondering if (instead of exporting the data to a CSV file) Copying the requisite data out of the xlsx file and Pasting it into let's say Notepad++ might scrub the extraneous data (funny characters and mis-formatting) from the data.
    You could use Notepad++ Find & Replace to replace the Tab delimiters with Commas using Find " \t " and Replace " , " & tick the 'Extended' checkbox.

    Welcome to the Slack channels. :)

    -Kevin N. (not a member of Moneydance Support)

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11. 11 Posted by DrgnMastr on 24 Apr, 2024 05:24 PM

    

    @-Kevin N. -- Thanks for the welcome.

    I should have stated that I am on a Mac, not a PC. I use BBEdit for that sort of grep replacing.

    Normally, when a web site presents a table, I can just copy and paste the rows that I need directly to BBEdit. They got clever on Morningstar.

    Yes, I could copy the excel data to BBEdit and do a grep replace of "\t" to ",", but first I would have to check if there are any commas in the data. So, basically, it's the same amount of work. :)

    Thanks for the additional suggestion.

    I wonder if "Mike B" would be willing to add a hook to Security Price Load, allowing the choice of tab or comma separated file. :)

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12. System closed this discussion on 24 Jul, 2024 05:30 PM.