Third-party Quote Loader System for 2017

derekkent23's Avatar

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 8 out of 8. View the first page

  1. 211 Posted by Mike Bray on 18 Dec, 2018 11:41 AM

    Mike Bray 's Avatar

    Hi Jesse

    QL doesnot save the column reordering. I have not tested it and I am unsure of the consequence of doing so.

    A future enhancement.
    Mike

  2. 212 Posted by Mike Bray on 18 Dec, 2018 11:43 AM

    Mike Bray 's Avatar

    PaulF This file has a virus in it.

  3. 213 Posted by derekkent23 on 18 Dec, 2018 11:44 AM

    derekkent23's Avatar

    Third-party Quote Loader System

    I am not support staff, just a user.

    Update
    To the way Mac and Linux handle certain files.

    securityquoteload.mxt – Updated to 2125
    rhumba.mxt – Remains 1036
    hleOfxQuotes.jar – Remains 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V5.2.
    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!!

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

    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.

    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.

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

    Hope this helps.

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

  4. 214 Posted by derekkent23 on 18 Dec, 2018 11:46 AM

    derekkent23's Avatar

    PDF FILE.
    DONT ATTEMPT TO USE THIS RELEASE OF QUOTE LOADER WITH MONEYDANCE 2019.

  5. 215 Posted by PaulF on 18 Dec, 2018 04:00 PM

    PaulF's Avatar

    Mike - thanks on spotting virus. I have updated comment but not sure how to get post removed. Any ideas?

  6. 216 Posted by derekkent23 on 18 Dec, 2018 04:17 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi PaulF

    I wish I had a way to delete an attachment. I think only support can.
    I suggest you edit the post with the attachment to give a warning and ask support to delete your attachment.

  7. 217 Posted by UxR on 21 Dec, 2018 08:27 PM

    UxR's Avatar

    I've updated to 2019. FT quotes don't seem to be loading, but otherwise seems fine? What is everyone else's experience?

  8. 218 Posted by derekkent23 on 21 Dec, 2018 08:58 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    The 2019 compatible version of the quote loader has not been released yet. It undergoing testing. A lot changed under the bonnet of 2019 including a move from java 1.8.0_162 to java 11.0.1 and how 2019 handle non-base currency securities has meant changes to the Quote Loader system. With the changes the new version of Quote Loader appears to be working fully on Windows, further testing is required for Mac. Not long now to release.

    Hope this helps

  9. 219 Posted by UxR on 21 Dec, 2018 09:13 PM

    UxR's Avatar

    Many thanks Derek!

  10. 220 Posted by derekkent23 on 22 Dec, 2018 09:45 AM

    derekkent23's Avatar

    Third-party Quote Loader System

    I am not support staff, just a user.

    Update
    Add support for 2019 as well as 2017.

    Until 2019 beta is replaced by a stable release don’t replace 2017. You should only test on a separate computer not synced to your primary computer. If the separate computer has a copy of 2017 uninstall it before installing 2019. Mike Bray has created a useful wiki page for Windows users see https://bitbucket.org/mikerb/moneydance-2019/wiki/Windows%20Install...

    securityquoteload.mxt –------2017 Remains 2125---------2019 Released at 3001
    rhumba.mxt –-------------------2017 Remains 1036---------2019 Released at 1037
    hleOfxQuotes.jar –------------2017 Remains 226-----------2019 Released at 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V5.3. 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!!

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

    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.

    When using 2017 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.

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

    Hope this helps.

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

  11. 221 Posted by UxR on 22 Dec, 2018 10:28 AM

    UxR's Avatar

    Hi Derek. The link to https://bitbucket.org/mikerb/moneydance-2019/downloads/ asks me to log on. Do I need a bitbucket account to access it?

  12. 222 Posted by Mike Bray on 22 Dec, 2018 10:35 AM

    Mike Bray 's Avatar

    Please try again

  13. 223 Posted by shiner03 on 23 Dec, 2018 02:14 PM

    shiner03's Avatar

    Is the updater now safe to use for MD 2017? Is the virus gone?

  14. 224 Posted by derekkent23 on 23 Dec, 2018 04:58 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi shiner03

    The PDF in post 200 at http://help.infinitekind.com/discussions/investments/3771-third-par...
    has never contained a virus.

    Another user posted a word document that contained questions. Norton Security software detected a possible virus and deleted the document before it could be opened. The user was informed and posted a warning to others not to download his document. Looks like only support can delete attachments.

    Bottom line it's completely safe to download the PDF in post 200 and use the links to download the Quote Loader elements. Hundreds of happy users are now using Quote Loader.

    Hope this helped.

  15. Support Staff 225 Posted by Ethan on 23 Dec, 2018 07:22 PM

    Ethan's Avatar

    I deleted the .doc file in post 209 on this thread.

    Ethan
    Infinite Kind Support

  16. 226 Posted by derekkent23 on 23 Dec, 2018 08:42 PM

    derekkent23's Avatar

    Hi Ethan, thanks.

  17. 227 Posted by exigent on 28 Dec, 2018 04:57 PM

    exigent's Avatar

    Possibly an odd question, but I'm curious what determines the order in which the price updates are downloaded by the Quote Loader.

    I recently added a security (Fidelity Bond Index; FXNAX) that shows up at the top of the list in the Quote Loader interface. However, when I click the button to update prices, the price of this particular security is the last one to download/populate. Fwiw, I use YahoO! as the source for all quotes.

    Said another way, I have 9 total securities listed. When I update prices, they update (switch from yellow to green) in the order in which they are listed from #2 to #9, and then #1 loads last.

    This doesn't have any effect on the performance of the Quote Loader, it's just a curious anomaly. It seems that the most recently added securities update last, regardless of where they appear in the (alphabetical) list. But it's not clear to me how the Quote Loader keeps track or makes this determination.

  18. 228 Posted by dwg on 28 Dec, 2018 08:48 PM

    dwg's Avatar

    The QL tool is pulling information on what it needs to download from your data set, so I suspect it is the order of the stored securities in the data set that determines the download order.

  19. 229 Posted by moneydancequote... on 29 Dec, 2018 10:48 PM

    moneydancequotes01's Avatar

    The quotes seem to be retrieved in save order if using one site. Just to check I set everything to Do not load and saved parameters. I then set quotes 1 and 3 through 6 to Yahoo and saved parameters. Finally I set quote 2 to FT and saved parameters.
    Although last saved, the quote from FT loaded first. So there's a little alphabetical order too. It looks to me like save order by site. FT retrieved in save order, then Yahoo in save order.
    If you want all to load top to bottom AND you use only one site for retrieval - Start QL; change all to Do not load; Save Parameters. Now starting with quote 1, sequentially change the retrieval site and Save Parameters. Reverse procedure if you want to load bottom to top.
    Jesse

  20. 230 Posted by moneydancequote... on 30 Dec, 2018 01:14 AM

    moneydancequotes01's Avatar

    Hello,
    There's an issue with reading QL column headings (Select, Ticker, etc.) in Kubuntu 1804 LTS, QL 2125, MD beta 2127. QL seems to not be detecting background color and changing font color appropriately; maybe not detecting color scheme. The problem was also in beta 2126. Screen capture attached.
    Regards,
    Jesse

  21. 231 Posted by derekkent23 on 30 Dec, 2018 09:19 AM

    derekkent23's Avatar

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

    You should not be running Quote Loader 2125 in MD 2019 beta.
    Please take another look at post 220 in this thread. Other elements are or will be of different builds for 2017 and 2019.
    Mike Bray has been working on improving the colour contrast in 2019 and as a result securityquoteload.mx for 2019 is 3002 not 3001 as stated in post 220.
    Bottom line the two sets of downloads are not interchangeable. Use the correct download as specified in the PDF.
    I am certain Mike will be interested to know if 3002 in 2019 fixes the issue you have seem on Linux.
    Thanks for the feedback.

    Hope this helps

  22. 232 Posted by Mike Bray on 30 Dec, 2018 10:12 AM

    Mike Bray 's Avatar

    As Derek says using build 2125 on Moneydance 2019 will create incorrect prices. You must use build 3002.

  23. 233 Posted by derekkent23 on 30 Dec, 2018 10:22 AM

    derekkent23's Avatar

    See next post.

  24. 234 Posted by derekkent23 on 30 Dec, 2018 10:25 AM

    derekkent23's Avatar

    Third-party Quote Loader System

    I am not support staff, just a user.

    Update
    For 2019 improve colour contrast, text background, in Quote Loader window for custom themes.

    Until 2019 beta is replaced by a stable release don’t replace 2017. You should only test on a separate computer not synced to your primary computer. If the separate computer has a copy of 2017 uninstall it before installing 2019. Mike Bray has created a useful wiki page for Windows users see https://bitbucket.org/mikerb/moneydance-2019/wiki/Windows%20Install...

    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 2017 build element in 2019 or vice versa.

    securityquoteload.mxt –------2017 Remains 2125---------2019 Updated to 3002
    rhumba.mxt –-------------------2017 Remains 1036---------2019 Released at 1037
    hleOfxQuotes.jar –------------2017 Remains 226-----------2019 Released at 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V5.3. 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!!

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

    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.

    When using 2017 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.

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

    Hope this helps.

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

  25. 235 Posted by derekkent23 on 30 Dec, 2018 11:34 AM

    derekkent23's Avatar

    There is now a new thread for the Quote Loader System to be used with Moneydance 2019 see http://help.infinitekind.com/discussions/investments/4039-quote-loa...

    For Moneydance 2017 continue to follow this thread.

  26. 236 Posted by derekkent23 on 03 Jan, 2019 10:59 AM

    derekkent23's Avatar

    Third-party Quote Loader System 2017 ONLY

    I am not support staff, just a user.

    Update.
    1. Reset “Click to Select all lines” box after a “Save Selected values”.
    2. Linux computers fix issue with date in box Last Run .......Next not displaying correctly.

    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 Updated 2126
    rhumba.mxt –-------------------2017 Remains 1036
    hleOfxQuotes.jar –------------2017 Remains 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V5.4. 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!!

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

    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.

    Hope this helps.

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

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