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Update: Quote Loader, Getting Security Prices

• Edit

Mike Bray (Quote Loader Author)

16 Apr, 2024 07:17 AM

As you may know the format of Yahoo web pages has changed. This has broken Quote Loader and Quote and Exchange Rates Updater for the Yahoo source. This is not a simple fix.

Quote Loader has been recommended as an alternative using the FT source. Often the ticker used on FT is different than that used on Yahoo so just changing the source may not work. To help you overcome this these steps might help.

1. Set up Quote Loader with a source of FT against each security
   
2. Click on Save Changes
   
3. Click on Get Prices
   
4. Once all prices have been returned (green) or shown in error (red). Check the successful prices to see if the new price makes sense. What can happen is that the ticker used on Yahoo could be used for a different security on FT, thus the price will be quite a bit different. Identify those securities which are wrong and add them to the list of failed securities.
   
5. Use your browser to got to ft.com (https://markets.ft.com/data)
   
6. For each security use the Search securities box (top right) to find the page for your security (eq. Apple Inc). Once you have found it ft.com will display the name of your security with the ticker used by ft.com (eg. aapl:nsq).
   
7. Copy this ticker and paste it into Alt Ticker box against your security, make sure the Exch Mod box is empty by double clicking on the box and choosing the first entry 'Do not use an exchange'
   
8. Once you have updated all failing securities click on Save Changes
   
9. Click on Get Prices

That should solve your issues, if you still have issues make sure there are not any spaces or wrong characters in the Alt Ticker box.

Showing page 3 out of 3. View the first page

1. 61 Posted by mdu on 08 May, 2024 06:12 AM

   

   I ran it today on pre-release 321007 and throttling kicked in. Completed 127 out of 385.

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2. 62 Posted by drmjkelsey on 13 May, 2024 08:47 AM

   

   Hi, I have got most of my stocks working now by changing to FT but I used to be able to download cryptocurrency prices - BTC and ETH mainly, via Yahoo and now that isn't working. Any suggestions to get them working? I can still manually download the data and the ticker seems to be the same eg BTC-GBP

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3. 63 Posted by derekkent23 on 13 May, 2024 09:18 AM

   

   I am not support staff just a user.
   Hi drmjkelsey

   With the latest build of Quote Loader Yahoo should be working again, including cryptocurrencies.
   Update and give it a go.

   Unless you are running a old version of Moneydance if so which version. as there may be a fix.

   Hope this helps.

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4. 64 Posted by drmjkelsey on 14 May, 2024 12:56 PM

   

   Thanks derekkent23, that worked!
   Sorry should have checked updates before posting

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5. 65 Posted by derekkent23 on 14 May, 2024 02:03 PM

   

   I am not support staff just a user.
   Hi drmjkelsey

   Glad you are all sorted and Quote Loader is working for you again.

   Have Fun, Stay Safe.

   • Edit

6. 66 Posted by NT on 17 May, 2024 02:49 AM

   

   If anybody is interested in bulk downloads of security prices they should look at the STOCKHISTORY() function in the current version of excel. With a bit of formatting, you can create a .csv file that matches what was available for download from the old yahoo finance site, then import into Moneydance. With some VBA, it could be automated to retrieve a whole list of ticker symbols. Most of the common stocks/funds/etc seem to be available, but I didn't attempt any sort of extensive test.

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7. 67 Posted by mdu on 18 May, 2024 01:39 AM

   

   Hi Mike,

   I hope you will have the time to implement populating yahoo stocks from oldest date to most recent (perhaps a toggle in the parameters tab). That way I can populate the prices over several days given the number of stocks I have in MD.

   Thank you

   • Edit

8. 68 Posted by Mike Bray (Quot... on 18 May, 2024 05:45 AM

   

   Hi mdu

   It is on my todo list. You will appreciate that this change was forced
   on us by Yahoo. I have got it working for the majority of users,
   however, it does take time to do changes. One of the hurdles I have to
   overcome is getting time from TIK to verify my work. I have been
   working with TIK to speed up this process. I also have to make an older
   version of QL for those using MD 2020 and 2021.

   I haven't forgotten about your request. I would suggest that you use FT
   for those securities that work with FT.
   Regards
   Mike

   On 18/05/2024 02:39, mdu wrote:

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9. 69 Posted by mdu on 18 May, 2024 07:52 PM

   

   Hi Mike,

   Yes, I certainly do appreciate the fact that Yahoo introduced a throttle on an otherwise great feature you implemented in MD. I'm glad it's still on your radar and look forward to a release when you can get to it and hope the process becomes smoother with TIK.

   With FT, I recall it didn't support historical quotes and so I need to remember to use MD specifically on month close to reconcile my statements.

   Thanks again!

   • Edit

10. 70 Posted by derekkent23 on 19 May, 2024 07:16 AM

    

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

    FT HD supports historical data for Funds. FT current data for Stocks, Funds and Exchange Rates.

    Have Fun, Stay Safe.

    • Edit

11. System closed this discussion on 18 Aug, 2024 07:20 AM.