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UK Fund

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murkee

30 Aug, 2009 06:26 PM

I am evaluating moneydance at the moment, and am trying to get Moneydance to grab the latest price for this:

http://uk.finance.yahoo.com/q?s=GB0001036531GBP

I've entered GB0001036531GBP as the ticker, but no joy - when I entered things like GSK.L it worked fine.

I've done the same thing, added security, associated it with an account and so on - but no joy. (Using Stock Quote Synchroniser)

Nothing seems to happen at all - no price info is downloaded for this fund.

Any pointers received with thanks.

Showing page 2 out of 2. View the first page

1. 31 Posted by Noble One on 31 May, 2010 04:30 PM

   

   Rob,

   Thanks for the comments. I'm sure the MD people have lots of competing priorities...and it's taken me a month to get around to posting - I thought I'd give MD a fair evaluation.

   What the MD people probably don't appreciate is that there is a key reason to focus on the UK right now and ensure basic features (i.e. stock/funds) work.

   Although Quicken dropped UK support 4-5 years ago, the online updates for ForEx & stocks only just stopped working a few months back. So there is likely a lot of UK people looking at switching to something else - and MS Money isn't the answer as they've dropped UK support also. (Good luck using yours while it works...!). If MD recognize this and resolve this UK funds issue, they may well get a large amount of churn business from ex-Quicken people (my Quicken 2002 has been working fine until these updates stopped working).

   So (for anyone interested) be sure to go and add your vote to the relevant bugs, which will demonstrate the interest in this (you'll need to register on the Trac site first):
   http://moneydance.com/trac/ticket/1890
   http://moneydance.com/trac/ticket/1283
   http://moneydance.com/trac/ticket/1246

   • Edit

2. 32 Posted by Rob Green on 31 May, 2010 05:21 PM

   

   Mike

   I had problems with Quicken dropping support, for 98(?) back in 2003/4(?) and they started that silly pay by the month plan, so I moved to Money, it was free on a Dell machine. I used to do a lot of Beta testing for Quicken in those days and got to know a few of the developers by email and voicemail

   I thought MS had stopped supporting Money some time ago. I hope that MSN continue supporting price updates if they don't I am no worse off than transferring to MD. The frustration I have with MD is that they will not say it is x weeks/ months/years away assuming nothing else turns up. I do not know any company that cannot produce a timeline for enhancements. I'm afraid I interpret, perhaps wrongly, that this is insignificant but they do not want to say it. Quicken developers were very clear what was in and out of scope and were pretty good at setting timelines for enhancements.

   The words "we have started on it" sounds like we have scoped it out and the development cost will not be repaid so we are waiting until there is nothing else to do. Perhaps I am jaundiced by previous experience of these types of holding statement. Seriously good luck, perhaps the real answer is to persuade whatever site MD are using for stock updates to display UK fund prices. Either way too much effort for me until Money breaks.

   Good luck

   Rob

   • Edit

3. 33 Posted by mennesoft on 31 May, 2010 06:38 PM

   

   Hello group,

   I'm the developer working on the Yahoo Quotes extension, at least part time. The first thing I did was spend about 10 hours researching the various web services and approaches to getting price information. I learned a lot, and one of the key lessons I learned is that sometimes the problems reside on the server end, not on the client (Moneydance) end.

   After studying the problem, I believe the right approach will be to assign both a ticker and a stock exchange for each security. The combination of the two should be able to download just about any security, and also be able to support Google price downloads too. Here are the web pages that I referenced when building the default list of stock exchanges:
   http://www.wikinvest.com/wiki/List_of_Stock_Exchanges
   http://finance.yahoo.com/exchanges

   The plugin will create a settings text file containing the default exchanges, which means if there are any exchanges that need to be added on to the current list of 100+ exchanges, or if any of the symbols change, then users may edit the text file and hopefully fix things without having to recompile a new plugin.

   Presently I'm revamping the plugin so it provides you a table of all the securities in your data file and allows you to define 3 things for each: 1) Whether to download or not (yes/no, which allows you to define a ticker but still not download prices), 2) The ticker symbol (replicates what is in MD now) and 3) the stock exchange to use (if any).

   The system will only show exchanges that have a Yahoo! symbol on the above web sites. Later, I'll enable the Google exchanges when Google price downloading is coded after this next release. The system will then auto-generate the full symbol. For example, if you type in a symbol of BARC and select London Stock Exchange, the system will automatically generate a full symbol of BARC.L and get the Barclays prices from http://ichart.finance.yahoo.com/. So far in testing I have had good success with this approach. There are other sites like http://uk.old.finance.yahoo.com/ and http://de.old.finance.yahoo.com/ where quotes can be obtained, so I'll try to provide those as options as well. I'm not sure what the '.old.' portion of the URL refers to. I haven't found any "new" URLs that work from the UK site.

   Another feature I'm planning on adding is a Test button, so you can test the symbol and exchange combinations interactively to know whether it will work.

   I'm expecting to have the next release of the quotes synchronizer ready by the end of June. Hope this helps,

   --Kevin

   • Edit

4. 34 Posted by Rob Green on 31 May, 2010 07:00 PM

   

   Kevin

   Thanks for the update. Why couldn't one of your colleagues have said this 2 weeks ago? I am trying hard not to sound like I am shooting the messenger. I'm just sorry that this update happened too late for me. I now have a different solution in place. Will re-evaluate again when my current solution falls over.

   I hope it continues to work out for you as I think this generic solution will get you many more fans when you release it

   Kind Regards

   Rob

   • Edit

5. 35 Posted by Noble One on 31 May, 2010 07:37 PM

   

   Great news, thanks for the update, Kevin! Appreciate the feedback.

   Good luck - I'm sure solving this isn't as simple as we think! Let me know if you need a tester for this!

   thanks,
   Mike

   P.S. I like the idea of a Test button. Also good would be if there was some log which could be checked to see if any of the updates failed.

   • Edit

6. 36 Posted by mxpitt on 31 May, 2010 09:44 PM

   

   Many thanks Kevin for the update. I look forward to a working solution at the end of June. Like Mike, I'd be delighted to assist with testing.

   Apart from the problem with updating UK share prices I think that Moneydance is excellent - flexible and easy to use. In the past I have tried both Quicken and MS Money - they worked OK until their respective companies lost interest and stopped support.

   Please keep us updated on progress.
   Cheers
   Matthew

   • Edit

7. 37 Posted by murkee on 31 May, 2010 10:15 PM

   

   To correcr one of the prev comments, uk SHARE prices can be d/loaded. You need something like gsk.l

   It's fund prices that's the issue

   • Edit

8. 38 Posted by mennesoft on 31 May, 2010 11:34 PM

   

   Yes, we'll be glad to have testers. Speaking of which, I'd like to gather a list of about 10 different funds or other symbols that are not working currently, so that when I get those 10 symbols working I'll have a good chance that the issue is fixed. Please e-mail the symbols that are causing you troubles to [email blocked].

   Thanks in advance,

   --Kevin

   • Edit

9. 39 Posted by mxpitt on 01 Jun, 2010 09:11 AM

   

   That's not true - some share prices do not upload. For example some of
   the UK investment trusts (which are shares) such as MYI.L (Murray
   International Trust) do not upload. Other investment trusts which appear
   to be similar in all other respects upload with no problem.

   One possible cause is some sort of naming conflict with US share
   symbols. For example MYI.L could conflict with MYI (Blackrock Muniyield
   Insured Fund) on the NYSE. This suggests that the suffix mechanism is
   not working properly.

   • Edit

10. 40 Posted by murkee on 01 Jun, 2010 09:43 AM

    

    I sit corrected.

    • Edit

11. 41 Posted by mennesoft on 15 Jun, 2010 12:08 PM

    

    I haven't had a lot of success getting the history for many UK funds, but I have been able to get at least the current prices to update. Price history from Yahoo! seems to be inconsistent and error-prone. Hopefully when we wire up Google price downloads, it will be more reliable and predictable.

    The first beta for a revamped stock quotes synchronizer plugin is available here:
    http://www.mennesoft.com/yahooqt/

    This is build 33 and here are the signatures for yahooqt.mxt:
    Size: 145143
    SHA-1: 336be93d490cd355d974d0970198b7aa64a00921
    MD-5: 3a1a384f98454b5bc5e4b5058748be85
    CRC (cksum): 2602845900

    Please see the web page for more information. Please do NOT send bug reports or enhancement suggestions to this list, instead e-mail them to bugs at mennesoft dot com.

    Hope this helps,

    --Kevin

    • Edit

12. 42 Posted by mennesoft on 16 Jun, 2010 02:12 AM

    

    The second beta for a revamped stock quotes synchronizer plugin is available here:

    http://www.mennesoft.com/yahooqt/

    This is build 34 and here are the signatures for yahooqt.mxt:
    Size: 145366
    SHA-1: 239077e8477547d6f37a20332c5fa9ac6947d5ad
    MD-5: 36d6ee6b72959f89ace1779900b27762
    CRC: 1645659863

    Fixed in this build are some issues with systems that didn't have the new plugin installed previously (unlike my development machine).

    Please see the web page for more information. Please do NOT send bug reports or enhancement suggestions to this list, instead e-mail them to bugs at mennesoft dot com.

    Hope this helps,

    --Kevin

    • Edit

13. 43 Posted by mennesoft on 16 Jun, 2010 06:32 PM

    

    The third beta for a revamped stock quotes synchronizer plugin is available here:

    http://www.mennesoft.com/yahooqt/

    This is build 35 and here are the signatures for yahooqt.mxt:
    Size: 144052
    SHA-1: dcbfc25b74ecbdee57d69bdee937a1481328761d
    MD-5: f579eab2c22db7b3730970c2828ecf95
    CRC: 655899795

    Fixed in this build are some issues with not actually updating the price correctly, including inverting the price to 1/price.

    I was remiss in not thanking Randy Adams, Jerry Duke and Ben Spencer for trying out the first two betas and helping me shake the bugs out. Thanks! The next major feature I intend to add is the Google price download, which may take some time to implement.

    Please see the web page for more information. Please do NOT send bug reports or enhancement suggestions to this list, instead e-mail them to bugs at mennesoft dot com.

    Hope this helps,

    --Kevin

    • Edit

14. 44 Posted by mennesoft on 17 Aug, 2010 11:20 AM

    

    The fifth and last beta for a revamped stock quotes and exchange rates synchronizer extension is available here:
    http://moneydance.com/download/modules/beta/yahooqt.mxt

    This is a new location because The Infinite Kind has signed the extension now. This is the first release candidate, is marked as build 53 and has the following signatures for yahooqt.mxt:
    Size: 169272
    * SHA-1: df5d8f3892aa942f64f22e2dc3c72ed1d51e0da5 * MD-5: 6fc08b864e42baee3039ad5cb0296b0f * CRC: 3819018795

    Beta 5 has the final user interface layout, contains various bug fixes, and is prepared for localization into other languages. Currently we are not planning on adding any additional features in final released extension.

    Please see the web page for more information. Please do NOT send bug reports or enhancement suggestions to this list, instead e-mail them to bugs at mennesoft dot com.

    Hope this helps,

    --Kevin

    • Edit

15. 45 Posted by Mike Tozer on 19 Sep, 2010 05:56 PM

    

    Hi,

    I downloaded this to disk and saved it. Then I went to Extensions->Add and
    tried to add it as a file - I get one dialog which appears OK showing me the
    version "53" plus other info. I press FINISH ... and that's it, nothing
    else happens.

    If I go to Extensions->Get Info For... I still see that I have version "3"
    of the stock/forex synchronizer.

    So I removed my Stock/Forex Sync extension, and then repeated the above
    process - I still don't get the v53 added.

    I then try to load my beta 3 version ... (which shows as build 35) - and it
    won't add itself either.

    I'm confused...and now I have no Stock/Forex sync extension added at all!

    thanks,
    Mike

    On Tue, Aug 17, 2010 at 12:22, mennesoft <
    [email blocked]<tender%[email blocked]>
    > wrote:

    • Edit

16. 46 Posted by Rick Kenyon on 20 Sep, 2010 12:09 PM

    

    @Mike Tozer

    I think this happens when you use Java 1.5. I seem to recall I had the same problem.

    I upgraded to Java 1.6, and it all works fine.

    • Edit

17. 47 Posted by Tom Freeman on 20 Sep, 2010 01:24 PM

    

    From the homepage of the estesnsion site:http://www.mennesoft.com/yahooqt/

    Note: This beta build has not been tested with Moneydance 2008 or Java 1.5. It has been tested only with Moneydance 2010 and Java 1.6 at this point.

    If you have upgraded your java to 1.6 and still are having trouble, please let us know.

    Tom

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