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Welcome to the wiki for the Moneydance Quote Loader Extension. This extension has been built to help users overcome the issues created by the closing down of the Yahoo Finance API and the throttling of the Alpha Advantage free service. The extension is a collaboration between myself (Mike Bray), the developer of the hleofxquotes standalone program and Derek Kent.

With the changes to security by The Infinite Kind the author of hleofxquotes has withdrawn support. I personally would like to thank him for his hard work in making this extension what it is.

Please note: This extension uses 'screen scraping' to capture the prices, i.e it mimics a user and copies the price from the web page. The two sources, FT.com and Yahoo.com provide the prices for free as long as you are using the data for your own personal use. Should they change their policies this extension may stop working. Please do not use the data obtained from this extension for commercial gain.

In December 2022 Yahoo did exactly this. They changed their web page design which invalidated Quote Loader (builds 3048 and older). This was corrected with build 3053, 3057 and 3058). It is possible that these changes have introduced further errors, though a small group of knowledgeable users do test each build.

To use select Quote Loader from the extensions menu.

Warning

There is no guarantee that the Quote Loader system will continue to operate. Factors outside the developers' control may change and the system will be unable to return quotes. User’s should be aware of this warning and only use the free Quote Loader system based on the acceptance of this possibility.

You use this extension at your own risk. I am not part of The Infinite Kind support and I am providing this extension for free. Support is on an 'As Available' basis.

What does the extension do

The extension displays all of your securities that have holdings. You can also choose to display securities that do not have holdings (include Zero Accounts) and/or currencies (Process Currencies).

Note: Securities with no holdings and Currencies will only be displayed if they have the 'Show on Summary Page' option ticked.

The extension then allows you to download the current prices for the displayed securities/currencies. To do this you need to select which source you wish to use for each line. The extension will attempt to retrieve a price for each security/currency from the selected source.

Exchange Tickers

The ID for securities on Exchanges are called Tickers and they are unique across the exchange. You can display the current price for a security by going to the web site for the source and entering the Ticker. The price is displayed. Quote Loader works by submitted display requests using the Ticker. The returned price is captured by Quote Loader and stored within Moneydance.

Moneydance is designed to only have one Security record per ticker, you then add that record to your investment accounts. For example if you have a tax free account and an taxable account you can have the same security in both. In Moneydance you declare the Security once and then use the 'Add Security' option to add it to both accounts.

In very rare cases you may need to have more than one record for a security. This is not the norm but may be necessary. In this case you should set the ticker on the second security record to the ticker of the first one with an extension identified by the character '#'. For example AAPL for Apple and AAPL#1 for the second record.

In this case Quote Loader will look up the price for AAPL but save that price to both the AAPL and AAPL#1 records.

Start

When you start the extension you will see a screen similar to this:

The screen is in three sections:

The run options and the selection criteria
The actual securities/currencies with the options for obtaining a price
The control buttons

These are described on the following pages:

Wiki

Moneydance-2019 / Quote Loader

Warning

What does the extension do

Exchange Tickers

Start

Further Reading