Third-party Quote Loader System

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 6 out of 6. View the first page

  1. 151 Posted by SteveH42 on 24 Oct, 2018 11:18 AM

    SteveH42's Avatar

    Starting Moneydance 2017.10 (1702) at Wed Oct 24 12:15:22 BST 2018
    Settings Folder: C:\Users\Steve\.moneydance
    OS: Windows 10 10.0 amd64
    Java: 1.8.0_162 (Oracle Corporation)
    Is in sandbox: false; restricted file access: false
    Initializing Moneydance SSL
    Created new custom trust manager
    initialized extension budgetreport in 0.064 seconds
    multires images available: true
    error loading properties for theme custom from URL: file:/C:/Users/Steve/.moneydance/custom_theme.properties error: java.io.FileNotFoundException: C:\Users\Steve\.moneydance\custom_theme.properties (The system cannot find the file specified)
    initialized extension debtinsights in 1.293 seconds
    initialized extension filedisplay in 0.0 seconds
    findandreplace (0): 10-24 12:15:24.137|Initialized build 1211 ok
    initialized extension findandreplace in 0.062 seconds
    initialized extension invextension in 0.0 seconds
    2018-10-24 12:15:24.169 INFO [main] READ_CONFIGURATION - from file=C:\Users\Steve\.moneydance\fmodules\.rhumba\rhumbaConfiguration.json
    DEBUG_FLAGS - debug=false
    2018-10-24 12:15:24.200 INFO [main] CACHE - enable, ttl=600000
    DIRECTORY cwd=C:\Program Files\Moneydance\.
    2018-10-24 12:15:24.200 INFO [main] > init - Name: rhumba, Build: 1036
    2018-10-24 12:15:24.200 INFO [main] RHUMBA - looking for exec jar file in dir=C:\Users\Steve\.moneydance\fmodules\.rhumba
    2018-10-24 12:15:24.216 INFO [main] RHUMBA - found 1 exec jar file(s) ...
    2018-10-24 12:15:24.216 INFO [main] RHUMBA - exec jarFile=C:\Users\Steve\.moneydance\fmodules\.rhumba\hleOfxQuotes.jar
    2018-10-24 12:15:24.216 INFO [main] RHUMBA - Rhumba exec jar file=C:\Users\Steve\.moneydance\fmodules\.rhumba\hleOfxQuotes.jar
    2018-10-24 12:15:24.311 INFO [main] launcher: com.moneydance.modules.features.rhumba.sandbox.MyJarLauncher@161479c6
    2018-10-24 12:15:24.311 INFO [main] launcherClassLoader: com.moneydance.modules.features.rhumba.sandbox.MyLaunchedURLClassLoader@4313f5bc
    > CLASSLOADER MyLaunchedURLClassLoader - findResource name=log4j.xml
    < CLASSLOADER MyLaunchedURLClassLoader - findResource name=log4j.xml, url=null
    > CLASSLOADER MyLaunchedURLClassLoader - findResource name=log4j.properties
    < CLASSLOADER MyLaunchedURLClassLoader - findResource name=log4j.properties, url=file:/C:/Users/Steve/.moneydance/fmodules/.rhumba/hleofxquotes-log4j.properties
    > CLASSLOADER MyLaunchedURLClassLoader - findResource name=mozilla/public-suffix-list.txt
    < CLASSLOADER MyLaunchedURLClassLoader - findResource name=mozilla/public-suffix-list.txt, url=jar:file:/C:/Users/Steve/.moneydance/fmodules/.rhumba/hleOfxQuotes.jar!/BOOT-INF/lib/httpclient-4.5.3.jar!/mozilla/public-suffix-list.txt
    2018-10-24 12:15:24.529 INFO [main] yahooService: com.hungle.msmoney.rhumba.RhumbaYahooSS2Service@5be6e01c
    2018-10-24 12:15:24.529 INFO [main] ftService: com.hungle.msmoney.rhumba.RhumbaFtService@78b66d36
    initialized extension rhumba in 0.329 seconds
    initialized extension securityhistoryload in 0.0 seconds
    Quote Load>INFO:main(Quote Load,Init) Started Build 2122
    Quote Load>INFO:main(Quote Load,Init) Locale en_GB
    initialized extension securityquoteload in 0.0 seconds
    initialized extension stockglance in 0.0 seconds
    initialized extension txtimport in 0.0 seconds
    initialized extension updater in 0.0 seconds
    opening last file: Steve Hurst Master Accounts
    loading dataset: C:\Users\Steve\.moneydance\Documents\Steve Hurst Master Accounts.moneydance
    set antialiasing to HRGB
    updater: read 8089 bytes of update info
    Retrieving signature
    updater: using public key: updater_pub_0
    Sweet! We've gotten a signed description of the update info
    Version info retrieved; we are up to date!
    loading with 128 bit encryption key
    reading trunk data tiksync/trunk
    trunk data loaded (1.515 seconds), checking for incremental updates
    loading un-synced txn files...
    loading synced txn files...
    replacing root: null () with new root: My Finances (5c38f303-d8c0-4206-bd4f-5036768e4dd1
    2018-10-24 12:15:33.998 INFO [main] > handleEvent, appEvent=md:file:opening
    dropbox folder should be at C:\Users\Steve\Dropbox and exists=true
    base sync folder: C:\Users\Steve\Dropbox\.moneydancesync
    dropbox folder should be at C:\Users\Steve\Dropbox and exists=true
    base sync folder: C:\Users\Steve\Dropbox\.moneydancesync
    2018-10-24 12:15:35.530 INFO [AWT-EventQueue-0] > handleEvent, appEvent=md:account:root
    Quote Load>INFO:main(Main,sendAuto) now 12:15:35.655 next 13:00
    2018-10-24 12:15:35.665 INFO [main] > handleEvent, appEvent=md:file:opened
    Found 0 files in folder: /.moneydancesync/698e5952-4441-41d3-b38d-62f31850e8b3/v3/attach/e23/613
    Found 1 subfolders in folder: /.moneydancesync/698e5952-4441-41d3-b38d-62f31850e8b3/v3/attach/e23/613
    Found 1 files in folder: /.moneydancesync/698e5952-4441-41d3-b38d-62f31850e8b3/v3/attach/e23/613/00-
    Found 0 subfolders in folder: /.moneydancesync/698e5952-4441-41d3-b38d-62f31850e8b3/v3/attach/e23/613/00-
    MDSYNC syncing to encryptedFS(DropboxAPI:/.moneydancesync/698e5952-4441-41d3-b38d-62f31850e8b3); local-changes=true
      checking for txn logs...
    Found 0 txn files in folder: /.moneydancesync/698e5952-4441-41d3-b38d-62f31850e8b3
    MDSYNC retrieved and applied 0 updates from mobile sync
    Saving state file to syncFolder
    dropboxsync: saving state to sync folder: mdata-v1
    uploading file mdata-v1 to path /.moneydancesync/698e5952-4441-41d3-b38d-62f31850e8b3/mdata-v1
    uploading file C:\Users\Steve\AppData\Local\Temp\moneydance_db_sync2159894317063856063 to dropbox path mdata-v1
    Writing file to dropbox API with debug mode=true
     ...uploaded file to dropbox path mdata-v1 with length 232912
    uploading file mdsyncinfo.txt to path /.moneydancesync/698e5952-4441-41d3-b38d-62f31850e8b3/mdsyncinfo.txt
    uploading file C:\Users\Steve\AppData\Local\Temp\moneydance_db_sync7055720387859573839 to dropbox path mdsyncinfo.txt
    Writing file to dropbox API with debug mode=true
     ...uploaded file to dropbox path mdsyncinfo.txt with length 155
      done (5800 ms)
    syncing finished
    MDSYNC syncing to encryptedFS(DropboxAPI:/.moneydancesync/df289c9c-370e-4657-b5dc-7870a866a0c4); local-changes=false
      checking for txn logs...
    Found 0 txn files in folder: /.moneydancesync/df289c9c-370e-4657-b5dc-7870a866a0c4
    MDSYNC retrieved and applied 0 updates from mobile sync
    syncing finished

  2. 152 Posted by Mike Bray on 24 Oct, 2018 11:42 AM

    Mike Bray 's Avatar

    Thanks SteveH42

    Please can you download the file securityquoteloadersteve.mxt

    Rename it to securityquoteloader.mxt

    Start MD and install the new file.

    Start QuoteLoader and set the next run date to 23/10/18 and the run time to 09:00.

    Close MD and restart it.

    Post the error log. Please can you copy the error log to a text file and attach the file to this post.

    Once you have done this please reinstall the original 2122 file.

    Thanks
    Mike

  3. 153 Posted by Mike Bray on 24 Oct, 2018 11:45 AM

    Mike Bray 's Avatar

    By the way you can find the error log at c:\users.moneydance\errlog.txt

  4. 154 Posted by SteveH42 on 24 Oct, 2018 12:45 PM

    SteveH42's Avatar

    error log as requested.
    This one seemed to have worked. I then put build 2122 back and set the date to 23rd but left the time at 09:00 and it also worked. I then put the date back to the 23rd again and this time put the time to 19:00 and it did not update.

  5. 155 Posted by Mike Bray on 24 Oct, 2018 12:57 PM

    Mike Bray 's Avatar

    Thanks Steve, looking at the code I see the anomaly. If the next run date is less than or equal to 'today' then it checks the time to run. If the time to run is later than 'now' it waits until the time to run until it will schedule a run.

    So, if you miss a day it will not run straight away when you start MD, it will wait until the next scheduled time. This was not the original thoughts on the design, but it works. You can of course do a manual run.

    What I might do is change it that if the next run is less than 'today' it will run anyway. Any thoughts?
    Mike

  6. 156 Posted by SteveH42 on 24 Oct, 2018 01:08 PM

    SteveH42's Avatar

    Hi MIke
    That makes sense. I think it would be a good idea to make it run if the next run day is before today. The reason being that the stocks seem to get updated at around 17:30 which is why I have it set to run at 19:00. So if a day is missed, then running it first thing in the morning would update MD with yesterdays prices.

  7. 157 Posted by PaulF on 26 Oct, 2018 10:33 AM

    PaulF's Avatar

    Hi - I am still having problems with the automatic download. I have updated to the latest version of Rhumba and hleofxquotes and am running 2120 of the priceloader. The automatic download seems to pick up the right price of Northrop Grumman (NOC:NYQ) and denominate it as USD. So far so good.- see copy of errlog, This seems to get divided by the USD/GBP exchange rate before being loaded into priceloader and then the security (see attached screenshot). FYI the investment is denominated in dollars but held in a £ Investment Account. FYI I have run manually and it works correctly - see errlog and security screenshot. Suggestions gratefully received. Paul

  8. 158 Posted by Mike Bray on 26 Oct, 2018 11:47 AM

    Mike Bray 's Avatar

    Hi Paul

    I am having difficulty reproducing this on build 2120. Can I ask that
    you:

      set all sources to 'Do not load' except for the NOC:NYQ.
    save the parameters
    Set the next run date to yesterday.
    Set the run time to 9:00
    restart MD and post the error log and the history of NOC.

    Thanks
    Mike

  9. 159 Posted by PaulF on 26 Oct, 2018 02:23 PM

    PaulF's Avatar

    Intriguing as it worked. Please find attached. Is there any difference in the program between a manual and automatic run? Also log file shows something got updated for all my USD stocks even though I only ticked NOC.

  10. 160 Posted by Mike Bray on 27 Oct, 2018 08:05 AM

    Mike Bray 's Avatar

    Hi Paul

    Well there is nothing obvious. SO I have created build 2123. This now remembers the debug level.

    Please down load it and install in the normal way.
    Open up MD and Quote Loader
    Go to the Help menu set the debug level to Detailed
    Let Quote Loader run as normal with your stocks and currencies
    If you still have a problem please upload the complete errlog.txt file.
    You can turn the debug level back to Info or Off if nothing is wrong.

    Thanks
    Mike

  11. 161 Posted by derekkent23 on 27 Oct, 2018 08:51 AM

    derekkent23's Avatar

    Third-party Quote Loader System

    I am not support staff, just a user.

    NEW BUILD RELEASE
    1. If an automatic update is missed, then when Moneydance is next opened an automatic catch up is run.
    2. Remember the Debug Level under Quote Loader Help now remembered.

    securityquoteload.mxt - New Build 2123
    rhumba.mxt – Remains 1036
    hleOfxQuotes.jar – Remains 226

    PDF “Quote Loader System by Mike Bray and hleofxquotes” remains at V5.0. Tutorial Video remains at V5.0. 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!

    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!

  12. 162 Posted by PaulF on 27 Oct, 2018 10:20 AM

    PaulF's Avatar

    Hi Mike

     

    Have uploaded latest build and will monitor.

     

    Thanks for your continued help on this.

     

    Paul

  13. 163 Posted by Babo on 28 Oct, 2018 12:12 PM

    Babo's Avatar

    Hello. I am writing again to say THANK YOU once again to Mike, Derek, and all for their work on automating the quote loader. I have a simple demand -- updating quotes to a dozen or so U.S. mutual funds -- and it is being met nicely now by the MD extension. It's a mystery why MD support could not have accomplished this. And that makes me worry about the long-term viability of MD.

    Leaving that aside, however, I want to report that the extension works fine on my MacBook running High Sierra 10.13.6 and using the Yahoo option. Thank you.
    Babo

  14. 164 Posted by dwg on 28 Oct, 2018 08:09 PM

    dwg's Avatar

    I'm a fellow user.

    There are differences between what Mike and the team can do as individuals and what Moneydance can do as a corporate entity.

    The Infinite Kind approached FT but were told that they do not have a license to redistribute the data they have via a channel and Moneydance is considered a channel, and of course receives money for the sale of the product, there is thus a good legal basis for taking action against TIK if they used the data. The quote loaded is provided free of any charge, no one receives any money for it so there is no commercial benefit. Moneydance is Personal financial management software, so it can be said that the Quote loader is being provided for free personal use, and the conditions of free use of the FT site is that it must be for personal usage.

    Yahoo i.e .Verizon, basically told everyone to p**s off (a very short sighted decision in my view) and that they are not licensed to use the data feed. TIK complied with this in Moneydance by moving to Alpha Vantage (how good or bad they are is not relevant) So again there is no legal basis to go after TIK and keep the lawyers employed. There is no profit, or good PR, to be gained by going after individuals that receive nothing for the system either.

  15. 165 Posted by derekkent23 on 10 Nov, 2018 07:01 PM

    derekkent23's Avatar

    Third-party Quote Loader System

    I am not support staff, just a user.

    Update:-
    Re-establish link to YouTube Tutorial Video in PDF “Quote Loader System by Mike Bray and hleofxquotes”.

    securityquoteload.mxt - Remains 2123
    rhumba.mxt – Remains 1036
    hleOfxQuotes.jar – Remains 226
    PDF “Quote Loader System by Mike Bray and hleofxquotes” Updated to V5.1. Tutorial Video updated to 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!

  16. 166 Posted by Simon P on 13 Nov, 2018 07:44 AM

    Simon P's Avatar

    I have been struggling for months with the slowness and unreliability of the Quotes and Exchange Updater and just checked Quote Loader out. I tried it for my securities (equities and mutual funds) and exchange rates, it works like a charm and loads fast! No more waiting 20-30 seconds per security to load with AlphaVantage. With 50+ securities what a time saver. Much appreciated and thanks for a great alternative extension!
    Version: Moneydance 2017.10 (1706), running on iMac Retina 4K 21.5" 2017, macOS High Sierra 10.13.6.

  17. 167 Posted by derekkent23 on 18 Nov, 2018 08:20 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi Simon, thanks for taking the time to provide feedback on your use of the Quote Loader.
    It makes the teams hard work on the project worthwhile to know their efforts are appreciated.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Already uploaded files

  • Quote_Loader_System_by_Mike_Bray_and_hleofxquotes_V1.0.pdf 429 KB

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac