Third-party Quote Loader System for 2017

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derekkent23

06 Sep, 2018 05:28 PM

Third-party Quote Loader System

I am not support staff, just a user.

A collaboration between the two software developers Mike Bray and Hleofxquotes.
Also, acknowledgement to Kevin N and dwg for their support during development.

Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.

The PDF also contains a link to a tutorial on YouTube.

The Link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

You must also update to at least the latest released build of Moneydance 2017 at https://infinitekind.com/download-moneydance-personal-finance-software to ensure compatibility.

Please keep this thread to this subject on how to use Quote Loader system.
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

Hope this helps.

ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

Showing page 9 out of 9. View the first page

  1. 241 Posted by shiner03 on 24 Jan, 2019 06:58 PM

    shiner03's Avatar

    Thanks, but when I imported the historical .csv file, the quotes in the "Currency/Security History" box (which are correct, with AAPL quotes in the $90s around June 2014) do NOT correspond to the graph at the bottom which shows quotes in June 2014 around $10/share (see screenshot)

  2. 242 Posted by derekkent23 on 24 Jan, 2019 07:48 PM

    derekkent23's Avatar

    Hi Shiner03

    Can I ask you to start a new discussion, as your issue in post 241 is not related to the topic of this discussion?

    Thanks for your cooperation.

  3. 243 Posted by derekkent23 on 31 Jan, 2019 12:44 PM

    derekkent23's Avatar

    Third-party Quote Loader System 2017 ONLY

    I am not support staff, just a user.

    Update.
    PDF outlines new download and install procedure.

    WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2019 build element in 2017 or vice versa.

    For 2019 see this thread. http://help.infinitekind.com/discussions/investments/4039-quote-loa...

    securityquoteload.mxt –------2017 Build 2127
    rhumba.mxt –-------------------2017 Build 1036
    hleOfxQuotes.jar –------------2017 Build 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.2. Tutorial Video Remains V5.1. PDF “Moneydance Quote Loader System Handling

    Cryptocurrencies and Market Indices” remains at V2.0

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.

    Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.

    The PDF also contains a link to a tutorial on YouTube.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  4. 244 Posted by derekkent23 on 31 Jan, 2019 01:57 PM

    derekkent23's Avatar
  5. 245 Posted by derekkent23 on 04 Feb, 2019 09:34 AM

    derekkent23's Avatar

    Third-party Quote Loader System 2017 ONLY

    I am not support staff, just a user.

    Update.
    Introduction of the Quote Loader Installer extension.

    WARNING use the correct zip release for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2019 build release for 2017 or vice versa.

    For 2019 see this thread. http://help.infinitekind.com/discussions/investments/4039-quote-loa...

    qlinstaller.mxt ------ EDIT Updated to v3
    QL-2017-release-20190131.zip containing:
    securityquoteload.mxt –------2017 Build 2127
    rhumba.mxt –-------------------2017 Build 1036
    hleOfxQuotes.jar –------------2017 Build 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.3. Tutorial Video updated V6.0.
    PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.

    Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.

    The PDF also contains a link to a tutorial on YouTube.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  6. 246 Posted by derekkent23 on 05 Feb, 2019 02:41 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Quote Loader Installer updated to v2
    To install follow page 3 in the PDF in post 245

    Hope this helps.

  7. 247 Posted by derekkent23 on 05 Feb, 2019 04:11 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Quote Loader Installer updated to v3
    To install follow page 3 in the PDF in post 245

    Hope this helps.

  8. 248 Posted by derekkent23 on 20 Feb, 2019 09:12 AM

    derekkent23's Avatar

    Third-party Quote Loader System 2017 ONLY

    I am not support staff, just a user.

    Update.
    Update PDF to V6.4 to add the statement. "Do Not allow your browser to open this zip file or open the zip file once downloaded. Quote Loader installer is designed to imports the zip file.” See page 3 of PDF.
    No other changes with this release.

    WARNING use the correct zip release for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2019 build release for 2017 or vice versa.

    For 2019 see this thread. http://help.infinitekind.com/discussions/investments/4039-quote-loa...

    qlinstaller.mxt ------ v3
    QL-2017-release-20190131.zip containing:
    securityquoteload.mxt –------2017 Build 2127
    rhumba.mxt –-------------------2017 Build 1036
    hleOfxQuotes.jar –------------2017 Build 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.4. Tutorial Video remains V6.0.

    PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.

    Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.

    The PDF also contains a link to a tutorial on YouTube.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  9. 249 Posted by Alan on 07 Mar, 2019 04:38 PM

    Alan's Avatar

    I'm just jumping in here to say this Quote Loader solves all the problems I was having with the standard Moneydance Quotes and Exchange Rates extension. I have it set to run automatically each day the first time Moneydance starts. It's quick and accurate, where the other one was slow and would sometimes miss updating some quotes.

    It's a lot easier to install than the lengthy documentation may lead you to believe.

    I am using it only for US market quotes, so I can't speak for how well it works for non-US markets or currency exchange rates.

  10. 250 Posted by derekkent23 on 07 Mar, 2019 04:58 PM

    derekkent23's Avatar

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

    Thanks for talking the time to report on how well Quote Loader works for.
    The team will appreciate your comments.
    Remember if you ever upgrade to Moneydance 2019 then there is a Quote Loader version waiting for you to install.

    Have Fun.

  11. 251 Posted by Terry on 14 Mar, 2019 08:46 AM

    Terry's Avatar

    This is working awesomely thank you very much.
    Would it be possible when it pulls the prices that you have a column showing the increase or decrease from the previous price, as well as a total of all the movements at the bottom?

  12. 252 Posted by derekkent23 on 15 Mar, 2019 10:04 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Terry thank for your comments.
    Its unlikely any new features will be added to the 2017 version of Quote Loader other than bug fixes.
    Any enhancements will appear in the 2019 version.
    Although your requests may fall outside the scope of the Quote Loaders core purpose.

    Thanks for taking time to post your comments.
    Have Fun

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