Price Updates

davier12's Avatar

davier12

17 Mar, 2018 01:04 PM

I recently have been unable to successfully update any stock prices. When I select download quotes it says "Error downloading orice history. No trusted certificate found." I am using MD 2017.5 (1639) and Alphavantage.

  1. 1 Posted by -Kevin N. on 17 Mar, 2018 01:16 PM

    -Kevin N.'s Avatar

    Hi davier12,

    Try updating to the latest build - currently MD 2017.6 (1656)
    http://infinitekind.com/download-moneydance-personal-finance-software
    It should solve the certificate issue.

    -Kevin N. (not a member of MD support)

  2. System closed this discussion on 16 Jun, 2018 01:20 PM.

  3. davier12 re-opened this discussion on 09 Jul, 2018 11:57 AM

  4. 2 Posted by davier12 on 09 Jul, 2018 11:57 AM

    davier12's Avatar

    I again am having trouble downloading stock prices. Using Alphaadvantage I get the message "Error in downloading stock price XXX, no data found.

  5. 3 Posted by -Kevin N. on 09 Jul, 2018 12:05 PM

    -Kevin N.'s Avatar

    Hi davier12,

    Are you using the latest build of Moneydance?
    Currently MD 2017.7.1 (1671)

    Are you using the latest build of the Q&ER updater extension?
    Currently v.1018

    -Kevin N. (not a member of MD support)

  6. 4 Posted by derekkent23 on 09 Jul, 2018 12:06 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Can you provide the symbol for up to four securities so I can test.

  7. 5 Posted by davier12 on 09 Jul, 2018 12:12 PM

    davier12's Avatar

    Everything seems to be ok now. Mostly cockpit error. Thanks for quick response.

    Dave

  8. 6 Posted by davier12 on 09 Jul, 2018 12:12 PM

    davier12's Avatar

    Found problem, everything ok now.

    Thanks

  9. 7 Posted by katjak on 10 Jul, 2018 09:53 PM

    katjak's Avatar

    I am experiencing the same trying to trouble download stock and mutual fund prices. Total number to update is 32 and by running update function multiple times over last 24 hours have gotten all but 5 to update. I use a Mac, v 2017.7.1 of Moneydance and v1018 of the Q&ER updater (set to Alphavantage & ER disabled). Last full update was 5/30/18. What fixed it for you, davier12? Or, is running the update repeatedly the only solution at this time?

  10. 8 Posted by katjak on 10 Jul, 2018 09:57 PM

    katjak's Avatar

    Sorry, have no idea why my word order got switched.

  11. 9 Posted by derekkent23 on 10 Jul, 2018 10:18 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    As you are running 2017.7.1 and v1018 you have done everything you can do. Unless Alpha Vantage is experiencing another server issue what you see is as good as it gets.

    Time to try a free stand-alone solution and see if you are better served using that. What have you got to lose.

    See post 190 in this thread. http://help.infinitekind.com/discussions/investments/3036-third-par...

    If you have any questions or need help just post.

  12. 10 Posted by katjak on 11 Jul, 2018 12:26 AM

    katjak's Avatar

    Thank you, derekkent23, for the quick reply. I will wait a bit, see if Alpha Vantage problem sorts out; if it doesn't will try the other one. I don't really know what it is or does but will assume it does what I need (downloading accurate stock and MF prices) and that installation instructions can be followed by an intelligent lay person.

    Are MD users in general migrating to this program for accurate and speedy price downloads/updates?

  13. 11 Posted by derekkent23 on 11 Jul, 2018 07:45 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Take a look at post 190 and download the attached PDF at http://help.infinitekind.com/discussions/investments/3036-third-par...

    Basically, you enter your security symbols into a symbols window. it stores then for future use. You click on the Update Prices button. The quotes are returned in the Quote Source Prices window. You click to export the quotes in a CSV file format. You use an extension in Moneydance to import the CSV file into Moneydance. Done.

    People have reported although there are more steps involved the process is reliable and take less time.

    The stand-alone program is feature rich. Most people don’t need these extra features and just use its basic functions. The PDF cover all the features available and thus at first sight can look daunting. Just follow the steps you need and ignore the rest, its simple.

    Alpha Vantage has poor coverage of some MF prices especially outside the US and is often late in updating prices. For example, I have 39 securities, Alpha Vantage finds 5 and of these one is over a year out of date. The stand-alone program has two sources, one of these finds 37, all up to date.

    Just post if you find initial problems, once set up its easy to use.

  14. 12 Posted by davier12 on 12 Jul, 2018 09:12 PM

    davier12's Avatar

    This is what I just received from the support staff.

    From: Henry (Support staff)

    Hi Dave,

    I apologize, I only now see that we have not notified you.
    If you update the latest version from here:

    https://infinitekind.com/downloads

    and go to Extensions > Manage Extensions, you should see an update for the Quotes and Exchange Rate extension (v1018), install it and set the security prices and exchange rate to Alphavantage, then click on 'Set API key'.

    Henry
    Infinite Kind Support

  15. 13 Posted by sprimost on 13 Jul, 2018 06:47 PM

    sprimost's Avatar

    I am not support staff, just a user.

    I can't speak for other users, but I have been disappointed with the
    Alphavantage solution. I gave it more than enough testing and
    perseverance, but "it is what it is".

    Using the other solution as mention in the forum is somewhat awkward
    (manual steps), but highly reliable. I use it for mutual funds so there
    are some quirks that I deal with as a standard daily process:
      (1) I have retained the configuration of the mutual funds symbols on
    Yahoo finance. In this manner, I can check if Yahoo has
    received/processed the updates (or which one could be missing. Usually,
    all of them are in by 6:30 (New York). [Probably would do the same thing
    with alphavantage becuase ti gets its information from that source]
    (2) If #1 is okay, I start up hleofxquotes and do an update. I have it
    running idle most times so I don't waste time waiting for it to
    start...not that it takes a long time.
    (3) From MD, I will click through for the stock loader extension, when I
    see that the file has been created, load the data, and apply, followed
    by two clicks to close the extension. This one I do not leave open!
    (4) enjoy! If Yahoo Finance cooperates, it takes no longer than what it
    did before Yahoo Finance stopped updating though their API. And, it is a
    whole lot quicker than using alphavantage!

  16. 14 Posted by -Kevin N. on 13 Jul, 2018 08:27 PM

    -Kevin N.'s Avatar

    Hi sprimost,

    MD 2017.8 (1687) Preview Build
    Win 10 Home 64-bit

    I toyed around with Alphavantage for about a week.

    (1) I too keep my tickers configured in a Yahoo finance portfolio.

    (2) Instead of generating the CSV file using the hleofxquotes tool, I export the CSV directly from the Yahoo finance portfolio page.

    As an added shortcut, I copied the link address of the 'Export' link on the Yahoo portfolio page and created a bookmark to it.
    From my browser, I simply click the bookmark and the CSV file (quotes.csv) downloads directly to my 'Downloads' folder.

    (3), (4) Same. :)

    -Kevin N. (I am not a member of MD support)

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