MSMoneyQuotes by Gaier Software discussion thread

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Cal Learner

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Sep 17, 2023, 11:52:18 AM9/17/23
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https://gaiersoftware.com/Money

There are problems with the program getting the quotes from the MSN server. That is being worked on.

I think MSMoneyQuotes came out in 2016 or before. Among its advantages is that if you update quotes while the market was open, that quote can be superseded by a quote from later in the day.

There can be confusion with similarly named programs with similar functions. Let's discuss MSMoneyQuotes on this thread.

Joe H

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Sep 17, 2023, 11:02:01 PM9/17/23
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It's alive!!!

9/17/2023: I have released a new working version of MSMoneyQuotes that uses Microsoft's new Quote Web Service! It works the same as the previous version, but will require you to switch from the old "Financial Instrument" symbols to the new "Financial Instrument ID" symbols if you're using the -m SymbolMap.csv feature.
For example, switch from using "126.1.GOOG.NAS" to "a1u3p2" to identify Google. Download MSMoneyQuotes Version 3.0 to replace the older version, switch all "Financial Instrument" references to its corresponding "Financial Instrument ID" if using SymbolMap, and start getting quotes again!
Please see this post for more information. Existing customers can download version 3.0 here.

joe dempsey

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Sep 18, 2023, 5:49:21 AM9/18/23
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Working perfectly - thanks Dan

S P

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Sep 18, 2023, 7:05:17 AM9/18/23
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Works great! One issue I have noted. MSMQuotes states "HSB -> Symbol not found on MSN Money"  I do not have HSB symbol at present - must be a very old one. Where does MSMQuotes look for this info? My Symbolmap.csv DOEXNOT have HSB symbol

Bill Hackney

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Sep 18, 2023, 9:11:56 AM9/18/23
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As a long time user of MSMoneyQuotes, I'm delighted to see that Dan has now fixed it.  As a user of the SymbolMap.csv mapping solution I've updated all of my symbols to the new Financial Instrument ID, in SymbolMap.csv.  Having now run Money, it's pulling in the prices, but for a lot of the assets it is pulling in prices which are 100x too big (i.e. the decimal point is in the wrong place).  I hold both stocks and mutual funds, and the error is inconsistent - there are some mutual funds where the prices are correct, and some where they are 100x.  Likewise, there are stocks where their price is correct, and others where the price is 100x.  Is anyone else seeing this problem?  I am based in the UK, and most of my holdings are priced in GBP - I suspect it could be a pound/penny issue.

It's nice to feel almost 100x richer than I actually am!

Message has been deleted

Christian Silos

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Sep 18, 2023, 9:27:35 AM9/18/23
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Starting with version 2.3, SymbolMap.csv also accepts a third column which allows you to specify the ISO currency code. This "Currency Override" feature was added as a workaround due to the MSN Money quote data having the incorrect currency. See this MSN Money Forum post for more details.

To use, you’ll need to manually modify the SymbolMap.csv file. Basically for any security that MSN Money is reporting the incorrect currency, you’ll want to “override” the currency via the SymbolMap.csv file. For example, if MSN Money is returning the currency for RDSB as GBP (which is incorrect), you’ll want to tell my program to actually interpret the prices as GBX. You an do this via the extra column in the SymbolMap.csv file (add “,GBX”).
GB0030617699,apfhr7,GBX

Cal Learner

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Sep 18, 2023, 9:30:43 AM9/18/23
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If MSMQuotes states "HSB -> Symbol not found on MSN Money" and you don't have a corresponding investment, try entering a fake dividend.  Into the name of the investment, type just those three letters, and then hit Tab.  Choose Dividend.  Note that the name in the box may have changed.  Finish creating the dividend.

Right-click that dividend, and choose GoToInvestment.  Click Details.  Whatever that investment is, if the symbol is HSB, blank or change its symbol.  

The symbol HSB should now be freed up.  Delete the fake dividend.

Bill Hackney

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Sep 18, 2023, 10:17:38 AM9/18/23
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Yes, that's it, thank you.  It's strange because, before Microsoft changed their quote service a month or two ago, requiring Dan to produce his fix, I didn't have a currency column in SymbolMap.csv, and it was working fine.

S P

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Sep 18, 2023, 10:26:29 AM9/18/23
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Tried this - no luck!

Stephen Google

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Sep 18, 2023, 11:55:07 AM9/18/23
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I've made good progress in using the new version of MSMoneyQuotes and have mapped the right fund data.

At the end of running MSMoneyQuotes I get this error using the UK version of MS Money 2005:

Fetching Quotes:
A security in your portfolio is causing the Microsoft quote service to return an error.

Failed to update quotes. Failed to fetch quotes from MSN Money.


Any idea what's wrong?

Cal Learner

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Sep 21, 2023, 5:11:53 PM9/21/23
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Here are my comments for those upgrading to version 3:

The new file that you download is MSMoneyQuotes.exe. It is not a batch file or installation file. Overwrite the old one with the new one.

If you run that file directly, it has defaults. It looks at the MRU money file, and operates on that.

If you make a batch file, you can choose the behavior with your favorite options.

https://gaiersoftware.com/Money/DetailsAndHelp describes the parameters/switches/options that can be used.

When switching to version 3, I suggest deleting or renaming the old SymbolMap.csv file before running for the first time.

Then when you use the -m switch, a new SymbolMap.csv file will be created.

The operation runs faster than earlier versions.

Tom Roberts

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Sep 23, 2023, 3:08:40 AM9/23/23
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Hi Everyone

I've gotten the error message below after installing 3.0. 
The new symbolmap generated by MSMONEYQUOTES, the mny file and msmoneyquotes.exe are all in the same directory. 
I put a shortcut on the desktop and it calls these options: MSMONEYQUOTES.EXE -o -a -m -c 
The cmd window below stays open.

Does anyone have any suggestions ?

Thanks for any assistance

image.png


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S P

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Sep 23, 2023, 3:37:02 AM9/23/23
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Have you created a newSymbolMap.csv file? Also, have you mapped it to new instruments? i.e. " switch from the old "Financial Instrument" symbols to the new "Financial Instrument ID" symbols if you're using the -m SymbolMap.csv feature." as per below?

joe dempsey

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Sep 23, 2023, 3:59:49 AM9/23/23
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use the -v option to see all of the messages generated

Cal Learner

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Sep 23, 2023, 9:10:32 AM9/23/23
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If you want the window to close after getting quotes, do not use the -a switch.

Did you delete or rename the old  SymbolMap.csv file?  If you do, a new  SymbolMap.csv file using the new format gets created.

I second using the -v switch. 

Tom Roberts

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Sep 23, 2023, 12:25:56 PM9/23/23
to S P, Microsoft Money
 I renamed my old symbolmap.csv file and let MSMoneyQuotes build a new one. I assumed that the new symbolmap would have the correct instrument id's. But it looks like it doesn't. thanks

Tom Roberts

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Sep 23, 2023, 12:43:20 PM9/23/23
to Cal Learner, Microsoft Money
I thought the -a switch kept MSMoney itself from closing but will try without it.

Tom Roberts

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Sep 23, 2023, 2:27:26 PM9/23/23
to joe dempsey, Microsoft Money
that -v option was useful -- I got confused on the first run because it said not all stocks were updated but on second run it showed all were. Thanks 

ronald brandman

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Apr 4, 2024, 10:54:36 PM4/4/24
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I use the money 2005 uk version and MS Money quotes from gaier.All worked perfectly until I had to buy a new computer  ( windows 11),Money and the quotes service ported ok but MS quotes will not update National Grid PLC but report it not found on MSN Money. Originally my money symbol for National Grid was "GRID" but strangely the quotes returned a share price for a completely different unrelated stock called Gresham House ....ODD.
I tried a solution suggested on this forum with a new money code of GB:NG. but my version of money will not accept a colon : in the symbol box.
I am stuck. Anyone here found a solution to the National Grid problem

Ian Musgrave

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Apr 4, 2024, 11:36:16 PM4/4/24
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Hi,
I have searched for the 2 stocks that you mention above, using the search facility in Dan's Excel Quotes Add-in.
I found...
Financial Instrument ID Symbol Name
aoc1bh NG. National Grid PLC
bnvxtc GRID Gresham House Energy Storage Fund PLC

So, if you change the symbol in your Money file to be "NG." (including the dot) that should work, and if your use a SymbolMap.csv file,
then include the "acc1bh" in that file.

Hope this helps,
    Ian 

Stephen Google

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Apr 5, 2024, 9:39:00 AM4/5/24
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I've been using NG. / aoc1bh for National Grid for some time and it doesn't update in MSMoneyQuotes.

The following error is shown:

NG. -> Symbol not found on MSN Money

Therefore the culprit is MSN Money despite the web page address on MSN Money for National Grid being https://www.msn.com/en-gb/money/stockdetails/fi-aoc1bh

I also can't obtain quotes for any UK Gilts and Legal & General Global 100 Index Trust

ian.t...@ntlworld.com

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Apr 5, 2024, 12:31:08 PM4/5/24
to Stephen Google, Microsoft Money

Stephen

 

That is a strange problem you are having with MSN Money. Maybe use the Financial Times portfolio like I do. The Financial Times portfolio includes all manner of UK stocks, funds, pensions etc. I have created a WatchList at  https://markets.ft.com/data/portfolio/dashboard The symbol there for National Grid is definitely NG..

 

I download a .csv file of my WatchLIst then run a shortcut C:\MSMoneyQuotes\MSMoneyQuotes.exe -p p -v  -i C:\Users\Ian\Downloads\my file.csv It works.

 

Ian

 

Mike Wylde

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Apr 5, 2024, 12:40:09 PM4/5/24
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That is odd. I have NG. aoc1bh in my symbol map and it updates money reliably.
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