Monday, January 20, 2014

Support for Google Finance Added

(comments closed)

New Version Available (Download)  Last Update: 06-Sep-2014

Recent feedback has indicated that Yahoo Finance isn't providing updated quotes for many non-US funds.  I've also been noticing that Yahoo sometimes "times out" when requesting quotes from their csv interface.  I'm not sure what's happening with either, but I decided to look into adding support for an additional quote source, as a backup.

My first stop was Google Finance, and I was very happy with what I found.  Without digging in too much, I'll just say that Google embeds quote parameters into their html web interface in such a way that's easy to grab.  More specifically, Google provides "meta data" packets, allowing for (reasonably) reliable parsing, regardless of screen formatting for browser users.

A new version is now available for download, and has support for both Yahoo and Google finance sites.  Yahoo takes precedence, and is always checked first, unless it has been disabled.  If a quote isn't found on Yahoo, then a lookup is performed on Google.   You can enable (disable) either quote source in sites.dat.

The settings related to Quotes have been updated in sites.template, and are summarized below:

Setting Default Description
EnableYahooFinanceYes Enable quote lookup on Yahoo Finance
YahooURL http://finance.yahoo.com Alternate site for quotes
QuoteCurrencyUSDCurrency for quotes
EnableYahooScrape Yes Try a screen scrape if the primary Yahoo interface fails
EnableGoogleFinanceYesEnable quote lookup on Google Finance
YahooTimeZone -5:EST Timezone rule for the Yahoo quote server
ShowQuoteHTM No Always show quotes.htm from Getdata
AskQuoteHTM Yes Ask to show quotes.htm from Getdata (overrides ShowQuoteHTM)
ForceQuotes No Force Money to record a transaction when importing quotes*
QuoteAccount 0123456789USD Custom account number for Quotes
* ForceQuotes option should only be used with non-US versions of Money.

These settings should work for most users.  If you are trying to grab quotes for non-US funds, and Yahoo isn't providing accurate data, then head over to Google Finance and see if you can find a match on their site.  I'm going to bet that you can, and that their data is up to date.

An example that I've tested is F0CAN05LUD.TO on Yahoo Finance. The  Google Finance symbol for this fund is MUTF_CA:RBF460.  Of the two, only Google Finance is currently providing an updated, correct quote result.  To use the Google version, the user would put the MUTF_CA:RBF460 symbol in the quotes section of their sites.dat file, but *not* the Yahoo symbol.  The Google symbol will not be found on Yahoo, so a check will automatically be performed on Google, and should return the correct value set.  If you need to match an existing stock/fund symbol in Money (rather than the one provided by Google), use the s: option for the quote.

Many ticker symbols are unique to Yahoo and Google, and the two don't use the same symbols for indexes or foreign stocks/funds.  For example, the symbol for the DOW is INDEXDJX:.DJI on Google, but is ^DJI on Yahoo.  Long time users of the scripts know that Yahoo's quote service is unreliable for the DOW symbol, so if you're interested in that one, I'd suggest using the Google symbol instead. 

- Robert

100 comments:

  1. Hi Robert - You asked a few posts ago if users would like to have a currency exchange feature in Money. Since the base currency and exchange rate option has been disabled in Money, I have been capturing the Yahoo CADUSD=X prices using your script. I have learned recently that no linkage is made if a transaction in say USD is converted to the base currency, CAD (this example) when entering a transaction. You mentioned that this feature is achievable and ... yes, in my case worthwhile. Thanks for this recent dual finance server addition. Again, nice work.

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    1. Hmm... I don't think that adding currency conversion would be easy, and honestly don't recall discussing the possibility. It would be very difficult to handle transactions in different currencies (e.g., buying stock in CAD, but tracking it in USD in Money). What can be done, is that an account can be set up in Money in the currency being used for the securities that it holds. For example, you could have a CAD account, that holds CAD denominated securities, and make transactions in CAD within that account. The current package supports this, but it won't handle inter-currency transactions (buying/selling within a CAD account, but in USD). I'm not even sure if Money itself supported that (?).

      The exchange rates in Money allow all accounts to be summarized together, by showing all values in the default currency for the installation. Well, that's my understanding of it at the moment. Exchange rates are stored separate from account transactions in Money, and can be updated manually from the menu... but I don't know of a way to automatically do it via OFX import.

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  2. I will be very glad to test this on Money 2004 International version. My default currency is EUR

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  3. One more question,.... the last version I dowload did not include a sites.dat file, so I could not use the QuoteAccount option

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  4. Hello Robert,
    I use the international version of Money 2004, and the default currency is EUR.
    I have tested your new script and can make the following comments:
    In the portfolio, I have stocks quoted in Euro, but also USD.
    To manage this I have done the following action
    1) created an account called Stocks EUR with the EUR currency.
    Include in this account CW8.PA, ATEB.BR, BEFB.BR, quoted in EUR
    2) Created and another account called Stocks USA with the USD currency
    Include the following the USD stocks KO, PFE, INTC,CSCO
    I have prepared a sites.dat file with QuoteCurrency set to EUR and have included all stocks EUR and USD
    I have created one Dummy account in Money set in Euro as the procedure required.
    The import result was that all stocks quotes in EUR where correctly imported while the USD quoted where converted with a factor equal the currency parity USD/EUR set in Money
    For example in the quotes.htm file the PTE @ 30.45 USD becomes 41.120 after import (although the account is in USD), and the currency parity value in Money was 1.3504
    It looks like that Money believes that all the stocks were quoted in the same currency (EUR) and during the import process convert the USD stock value for the equivalent value in EUR.
    I believe this is happening because the OFX file contains only one statement [CURDEF] EUR.
    I have therefore changed the sites.dat file with the QuoteCurrency set to USD.
    The result was that all the USD Stocks were perfectly imported while the EUR stocks wre adjusted according Currency parity .
    For example CW8.pa @156,69 EUR became 116,032 and again the currency parity value in Money was 1.3504.
    I have therefore created 2 dummy accounts in Money one in USD and one in EUR, but I did not succeed so far since the import process accept only one dummy account.

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    1. 1. Sites.dat is created the first time you run Setup, which is the first step for a new install.

      2. Your sites.dat file has a parameter named QuoteCurrency, and this is the currency passed to Money when running the script... regardless of the currency read from the finance site. If you want to support multiple quote currencies, then you'll need multiple instances (installs) of the script package. See the last part of this post for more info. Specifically, you'll need a separate install of the scripts for each currency, and a separate quote account in Money for each currency that you need quotes for. This is a minor, and mostly hidden, feature in the scripts. I recently started adding a FAQ's to the site, and should add some instructions on this one.

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    2. Here is an example batch file for 3 different currencies. Put the batch file, named psq.bat, into a folder in your search path. Create 3 separate folders -- each of which is able to fetch quotes for a singe currency. Create lines.txt in each, or use a fully qualified pathname in the batch file to point to that file. Any line that starts with REM is a comment.

      =======================begin PSQ.BAT===============
      REM Let three folders be set up in your Documents\psense
      REM Let PS_USD be folder for US dollar with everything needed.
      REM Let PS_EUR be folder for Euro with everything needed.
      REM Let PS_CAD be folder for Canadian dollar with everything needed.
      REM Let lines.txt be a file that only contains 4 or more blank lines
      REM If you use popdown2, start c:\utils\popdown2.py

      C:\bat>type PSQ.BAT
      C:
      cd %USERPROFILE%\Documents\psense\PS_USD
      getdata.py < lines.txt

      cd %USERPROFILE%\Documents\psense\PS_CAD
      getdata.py < lines.txt

      cd %USERPROFILE%\Documents\psense\PS_EUR
      getdata.py < lines.txt

      =======================end PSQ.BAT===============

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    3. Well dang. I expected the < strings to each turn into a less-than symbol. So those three lines would look like
      getdata.py < lines.txt

      That has a less than symbol in about the middle. CL.

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  5. Thanks for your feedback Robert.
    I did only a update to the previous directory created last november, and the sites.dat file contains revisions up to 28Aug2013.

    I do no know yet if I have to set into sites.dat file the ForceQuotes to Yes or No

    I will recreate everything from scratch with one directory for EUR an another for USD and I will keep you posted on the results.

    Thanks again for your effort to make MS Money more freiendly

    ReplyDelete
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    1. The first step for a new install of the scripts is to run Setup. If you want quotes, then you need to enable Quotes from the Setup menu. I'm going to delete the below messages re: your sites.dat file. If you need specific help, feel free to shoot a message to pocketsense1 /at/ gmail /dot/ com, since it's not possible to make posts with tag-like entries here.

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  6. Hello Robert,
    Looks like there is something wrong with your last package.
    I ran setup.py and choose option 6. and the since gettting the quotes was good, I exit setup.py.
    I did not modify the sites.dat file, but I run immedialely getdata.py and the script exit...

    Please help

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    1. Hmm... not sure. I just now ran the following test, and it worked correctly.
      1. Create test folder and install fresh copy of 25-Jan-2014 package to this location.
      2. Run setup, enable option 6, and exit.
      3. Run getdata

      Result = Good

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  7. 1)I Dowloadl fresh copy of 25-Jan-2014 package
    2) De-install Python2.7.6
    3) Reboot windows XP
    4) Download new copy of Python 2.7.6
    5) Proceed new install Python 2.7.6
    6) Reboot XP
    7) Unzip 25Jan2014 package into new folder
    8) Run setup.py and Choose Option 6 and answer Yes to quote dowload

    Script Exit but Sites.dat is created.....

    Is there a log somwhere to see what goes wrong ?


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    1. No log, but if you edit control2.py and set Debug=True, then you will get more debug information on the screen. Make sure that you have put the script package into a directory that has "write" priviledge. For example, put them in a c:\test\ directory. Do not put them in your c:\program files\ path!

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  8. Robert-

    Thanks for a fantastic design of Pocketsense. It's generally working great.

    One issue I've run into that isn't specific to Pocketsense is that I have a Wells Fargo CC that their Quicken support team said is supported through Quicken Express Web Connect. I don't have a bank account there, which is why they enabled EWC for free for me, and told me Direct Connect would not work.

    After Googling around, I gathered that EWC is when Quicken stages the data in their own datacenters and Quicken downloads it directly from there in an OFX format. Other than that, I haven't been able to find any discussion around accessing that API using an open source tool.

    I was hopeful that it would be a matter of plugging in a different site profile into sites.dat, but haven't been able to find the correct URL.

    Do you have any information on whether this is possible?

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  9. I've been using Pocketsense for a few months in order to download my Fidelity Investments account activity into Money. I've recently noticed that none of my SELL transactions are being imported into Money (Other transactions e.g. buy, dividend, interest earned, foreign taxes paid all get imported).

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    1. If you look in the ofx download file for the account (in the xfr folder), do you see a sell transaction (it should be an INVSELL tag)? I'm curious if they are sending it?

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    2. I see the INVSELL tags in the ofx file. Anyway, I used the Python scripts (from http://thefinancebuff.com/replacing-microsoft-money-part-5-ofx-scripts.html) and imported the resulting ofx to money and my SELL transactions appeared. Strange. I'll have to see if it happens again the next time I sell stocks and download the data using Pocketsense. Thanks.

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    3. The PocketSense scripts do some additional massaging of data prior to sending to Money, and there is an issue with INVSELL tranactions for *some* providers. So... the scripts are looking at those, and adjusting. It may be that the adjustment is inaccurate for some cases. If you decide it's an issue, edit the ofx statement file, remove the account data in the header... and send it to pocketsense1 /at/ gmail /dot/ com, so I can check it out.

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    4. Eldred - is it a straight Fidelity account or a 401(k). I've noticed issues with my 401(k)s, not just Fidelity but also T.Rowe Price. I've never had the time to properly debug, but I know that sometimes transactions are missing a (-) "Minus sign" in the tag. May not apply to you, but thought I'd share.

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    5. Carlos, it's a regular Individual Brokerage account not a 401(k). I will submit the ofx to Robert for analysis.

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    6. I sent Eldred an update to test a few days ago with what I believe to be a fix for the issue, but haven't heard back yet. I went ahead and posted it as update for everyone (24-Feb-2014), so hopefully, this fixes the investment sell issue.

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    7. I finally got around to trying it and it worked. Thank you very much!

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  10. Robert, Thanks for adding Google Finance. You are da bomb!

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  11. Release snapshot updated today with a few bug fixes. Specifically, quotes were timing out for some users, and there was a bug that popped up when Yahoo Finance was disabled.

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  12. Robert,
    It is a testament to PocketSense that 3 years after I started using it I'm still using Microsoft Money and have resisted switching to Quicken. Thanks for all your hard work!
    Carlos

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    1. Glad to hear Carlos. I had to go back and check, but it's hard to believe this started in Feb 2010. Time goes way too fast.

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  13. Thanks so much for the latest update. I use pocketsense mostly to track Canadian stocks and yahoo version stopped working last week but google version is working great. I did have to update some of the tickers from yahoo format (BMO.TO) to google (TSE:BMO) but everything else is working as before.

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  14. New version posted (bug fix): 24-Feb-2014

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  15. Robert,
    Thank you for providing the Google option but wonder if you could carry it one step further. For those instances were the Yahoo and Google stock/fund symbols are different, could you always provide Money the Yahoo symbol, even though you get the price from Google.

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    1. Use the s: option for the symbol in sites.dat. This tells the script to send the quote to Money using the name provided, regardless of what the source symbol is. Refer to the example for BP.L in sites.template.

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    2. Thank you pointing out the s: option. It provides exactly what I need.

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  16. Robert,
    Would it be possible to add an option to request quotes of past dates? Currently if I miss downloading quotes on the exact day, I must manually enter prices.

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    1. The services being used to grab quotes are not intended for that purpose.

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    2. I really don't understand your response. Both Yahoo and Google provide historical prices which could be used to provide past quotes. If it is too difficult to use that info, then I can accept that.

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    3. The underlying code logic (rule) for importing quotes via OFX relies on the notion of "one quote per symbol per import session", and the service interfaces to Yahoo and Google are written to support that rule. Adding historical price imports would be a separate sub-project, with different logic/rules, rather than a (relatively) simple code update.

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    4. I don't think I expressed myself correctly. I don't want to download all historical prices (although that would be great.). I want an option to substitute a past date instead of the download date, as it is now.

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    5. That would be technically possible, but not with the existing code. The Yahoo/Google interface for historical quotes are different than what is being used for the "last" quote. The scripts never pass a date to the Google/Yahoo services, they just request what the values are "now". The histories are available, and the method would be very similar for the Yahoo CSV service, but not for the "screen scraping" routines being used for non-US symbols on Yahoo, or for any quote on Google.

      I'm curious of the need for historical prices in Money? Stock histories are available on the net with much better statistics, charting, etc. The scripts create a quotes.htm file on every connection too, which can be linked in Money for direct access to histories for all of the symbols downloaded.

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    6. I download prices into Money every Friday, the last day of each month and at year end to confirm Money matches my statements, so I can track my net worth growth or loss. If I happen to forget to download the day of, I'd like the flexibility to recapture the quotes without having to manually look them up and enter them into Money. I've never used the account download feature of Money, nor do I want to. I'm hoping you can provide this option easily and wonder if disabling the account downloads when running this quote option would make it easier to implement.

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    7. Robert, Is this an option you would consider developing in the future or is it dead on arrival? It was a feature available in Money. I doubt I'm the only one using Money without using the accounts download, but who knows. Thanks.

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    8. I wouldn't quite say DOA, but I don't have time to look at it closely at present. It would require either rewriting the existing parser interfaces to both Yahoo and Google, or writing new ones.

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    9. Thank you for listing it as a possible future option.

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    10. I have some code to download from MSN historical quotes for a given date, which I hacked up from TheFinanceBuff's scripts a long while back. It was really difficult to keep it working because MSN kept changing their query formats, and mysteriously delaying updates, dropping entire weeks, etc. I gave it up once I took the time to set up pocketsense (thanks Robert! :-)). I just run pocketsense in a scheduled batch job to capture on the desired closing date.

      I'll see if I can dig up my modified script - anonymous, if you're interested maybe it's possible to share.

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    11. And OBTW, it appears MSN doesn't have historical index quotes, so if you track those you'll prefer pocketsense.

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    12. TT, Thanks for the offer. It looks like you found a way to avoid forgetting most future runs with scheduled batch jobs. But, I'd still like the ability to retrieve a past date when necessary. For now, I'll wait and see if Robert can provide this option.

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  17. I'm getting an error. The Getdata.py crashes before the MNY07 feed.

    Finished downloading data

    Traceback (most recent call last):
    File "C:\Users\Tom\Google Drive\PocketSense\Pocketsense.2014.02.24\Getdata.py"
    , line 131, in
    if glob.glob(quoteFile2) <> []:
    NameError: name 'quoteFile2' is not defined

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  18. New version posted with bug fix (25-Feb-2014). Thanks for the report Tom.

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  19. Hi, Mr. Robert,

    Thank you so much creating this tool. I got it yesterday and it is great. I didn't realize what I was missing until it it all imported by itself. :)

    I know that this isn't the forum for this but, have questions / requests. Can the output file name be changed to reflect a description? I not only use Money but also YNAB. Importing the combined to Money is great but with YNAB I only import a few accounts. Would it be possible to add a small description option to the .ofx file name so I can tell which one I want to import into YNAB? For example: Wells + Date + EMFund + .ofx. (Emergency Fund). I have over 10 accounts in a bank so it is pretty hard distinguish and YNAB doesn't hold the account number.

    Thanks for your time. I appreciate all your great work on all this.
    Michele

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    1. Hi Michele: Have you considered creating two separate installs of the PocketSense package: one for Money, and one for YNAB? That will keep them completely separate. You could run the YNAB install in Interactive mode, so that it doesn't auto-load the results to Money, and you would only define the YNAB accounts in Setup. You may be downloading some files twice, but it gives complete control over each, without affecting the other.

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  20. Robert,
    First, thank you for the Google option; it works great. I want to bring up a problem I've had for awhile now, and wonder if others have experienced the same. I have 2 Money files and run the getdata twice, once for each file. I'm able to get the correct stocks/funds quotes both times but not the Indexes. The indexes get updated correctly for the first Money file, but fail to update in the second run. I run getdata in the interactive option, and know that the latest index info is being presented to Money both times. I have no accounts. I download the Dow, Nasdaq and the S&P. I'm running the Sunset version in Windows 7 64bit and using your latest version.

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    1. Robert, I must apologize. I ran the same two files tonight only in reverse order. The file that updated correctly last night, did so again even though I ran it second. The setup for the two files must be different. So the problem is mine, not your program.

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    2. I resolved my problem. When Dow, Nasdaq and S&P were coded as investment type "index", Money does not update the price. After I changed the investment type to "stock", then Money updated them. Apparently this is a Money characteristic. My problem is solved. Sorry for wasting your time on this.

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    3. No worries... glad you got it resolved.

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  21. Robert, thank you very much for all you've done with this. I've been using this option for several years now and all of the sudden I'm not able to edit my sites.dat file. Every time I make edits and save them and then run setup to configure the new account the sites.dat edits revert to my old version. I'm not sure what the issue is and would greatly appreciate any help you can provide.

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    1. If Setup doesn't find a sites.dat file, then it grabs the last sites.bak copy. The first thing to verify is that your text editor isn't saving the sites.dat file with a different extension. Some editors automatically add a ".txt" to the file name. If "hide extensions for known file types" is enabled in Windows, then it won't be obvious.

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    2. Also: I highly recommend Notepad++ for editing text files, rather than Windows Notepad.

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    3. Thanks. Am now using Notepad++ and have resolved the problem.

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    4. Hello Robert,
      here is JMV. I am back after few months out of business Your last version allowing getting quotes from Google Finance is great and works very well with the French Money package. I should say much better than Yahoo which seems very unreliable.
      Congratulation.
      JMV

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  22. Please, need help with Money Plus
    I used CCleaner to clean my PC and now I cannot open Money Plus anymore.
    When I try to open my most recent backup file my portfolio3 Backup_2014-04-10_234802.mbf Money can't open it and wants to turn it into an *.mny file. that tells me I am working with Money 2006 which must still be on my hard drive.
    I also can't find the *.exe file to open Money plus








    ReplyDelete
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    1. Not sure if this helps, but the Money Plus exe is located (by default) at:

      64 bit: C:\Program Files (x86)\Microsoft Money Plus
      32 bit: C:\Program Files\Microsoft Money Plus

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  23. Robert, I think it is the other way around. Program Files x86 is for 32 bit applications and Program Files is for 64 bit applications

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    1. I should have been more specific: 32 bit Windows vs 64 bit. Money is a 32 bit (x86) app, so it will be in Program Files path on a 32 bit Windows install, and in the Program Files (x86) path on a 64 bit install.

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  24. Has anybody interfaced directly to Optum Bank (used by US Healthcare for HSA accounts)? Apparently, Quicken can interface to it, so there must be a way, but I can't find the URL for it anywhere.

    Harold

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    Replies
    1. I checked the few references I have, and didn't see anything.

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  25. Many thanks for creating pocketsense. This is a lifesaver!

    I recently started using it on my Mac, as I'm importing the transactions into YNAB, which handles Quicken OFX files. I'm discovering that there is a problem with how the filenames are generated when pocketsense is run in an OSX/Unix environment, since they use forward slash instead of backslash. Instead of the files being saved to the /xfr subdir, instead they are being saved as files named .\AMERICANEXPRESS12345.ofx

    In other words, the .\ is part of the filename instead of being interpreted as the directory. This should be a simple fix, since Python is intended to be multi-platform.

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    Replies
    1. I'll look into it. Send me a private message ( pocketsense1 /at / gmail /dot/ com ), and I'll let you test before putting it out ;)

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    2. Done. Release snapshot updated.

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  26. Does any one have a solution to the recent Vanguard changes to their OFX access?

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    1. Still works fine for me...

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    2. From Vanguard:

      Quicken service upgrade instructions: We're upgrading our transaction download service. If you use Quicken, you'll need to deactivate and then reactivate your account, which will enable you to modify your settings to ensure the smooth transition of data. Follow the instructions below on or after September 10, 2014.

      Since then I cannot access through pocketsense.

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    3. I use Vanguard myself, so their "service upgrade" has my attention. As of today, their manual download of transactions (My Accounts -> Balances & Holdings -> Download) is broken too, so I'm guessing that they have some issues to work out. Not sure what our options will be yet...

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    4. Vanguard either changed the server or the authentication, or perhaps, they are not allowing free downloads of transactions. I don't know which. At ofxhome it appears the server is the same and passes their tests. But I don't think that's right.

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    5. I contacted Vanguard, but got a completely useless reply (jokingly bad, actually). Their old server is still online, but it doesn't connect to their service... it passes back a "sign up for service" message. Mostly likely, they have changed their server, and possibly their OFX identification. There are other packages that offer this service, and use OFX (e.g., Moneydance), so I think the best thing for now is to wait and see if anything shows up. In the meantime, Vanguard does offer a direct download on their site, and it's pretty easy. The problem, is that when I've tested it before, it didn't provide the info correctly to Money. Hoping they've improved that...

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    6. As of this morning, I was still able to download from Vanguard via PocketSense.
      KR

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    7. Are you getting transactions in the downloaded statements? If I download from Vanguard, it appears to go smoothly, but there are no transactions in the statement. It's a well-formed OFX file, but the content is simply "Please contact the financial institution for the enrollment Process". I should probably throw an error on that message, but as of now, the scripts don't recognize it. I'm curious if you are getting the same?

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    8. It wasn't working for me until I changed the FI Org from "The Vanguard Group" to "Vanguard".

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    9. Thanks. Now working for me also with changing FI to "Vanguard". :) :) :)

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    10. OK... after playing with this, I see that more than just the FI is different from what I had previously, as I had a different URL too. I added a separate post to the site (above this thread), to show the new settings. I'll leave it for a while, but will probably delete eventually. I don't think any of the entries @ http://www.ofxhome.com/ has all of the correct settings in one place.

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  27. Robert,
    I loaded the new sept version...however, it still shows 25-Feb-2014 when you run the script.
    Thanks for a great solution!
    Dave

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    Replies
    1. Oops... I had uploaded the previous version by mistake. Fixed. Thanks Dave.

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  28. Great program Robert, works perfectly but the quotes for Canadian mutual funds from google finance are usually a day or two delayed so I was wondering if there is some way I can modify pocketsense to work with TMXMoney or theglobeandmail websites? They seem to keep the fund quotes updated better. I couldn't find CSV links for either so it would probably require scraping the data? I tried editing the quotes.py file and sites.dat with the URLs and search paramenters but couldn't get it going. Thanks.

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    1. Those most likely require "scraping", but I'm not familiar with the data posting methods that they use.

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  29. Walgreens changed its name to Walgreens Boots Aliance and its symbol to WBA. In order to reflect these changes in my MS Money portfolio would it be as easy as just go to details/change name and symbol to WBA?

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  30. Hello Robert,

    your script is great and I'm using it (from france ) from one year !

    - Today I had somes concerns with quotes download from google finance : Example : Vinci Company (code EPA:DG) write error in getting quotes (ok when trying on google finance site ).
    - the script was working until yesterday.
    - same concern with all company I need (find below list).

    Have you some idea where is problem ?

    Thanks in advance.

    Eric


    #--- stocks ---
    EPA:GSZ # GDF SUEZ
    EPA:AF # Air France
    EPA:ACA # Crédit Agricole
    EPA:AIR # Airbus Group
    EPA:EDF # EDF
    EPA:ILD # Iliad
    EPA:MMT # M6 Metropole TV
    EPA:KN # Natixis
    EPA:SAF # Safran
    EPA:SEV # Suez Env.
    EPA:DG # Vinci
    EPA:VIV # Vivendi
    EPA:FP # Total

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    1. I completely missed this comment before, Eric. Is this still an issue? I tested a couple of the symbols just now, and they appear to be working. Probably a temporary Google Finance glitch?

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  31. Robert,

    I have been using your program for a couple of years and it has been great. my motherboard died on my lap top and I am trying to start over with a new lap top. Can I copy the sites.dat file from my old hard drive and put it on my new one and be good after I download the programs? The sites.dat file I down loaded to note pad doesn't look the same as I remember. It is all one long string.
    When I print it, it look right. Why is that?
    I also tried to create a short cut to get data and I had done previously and it won't work. why


    ReplyDelete
  32. Robert,

    having brain lock trying to reload program on new computer. When I get to set up I cant remember how to give the account a name /#.
    so that when I go to get data it finds the account. got all the data into the sites but don't know what account to use.

    ReplyDelete
    Replies
    1. Jeff: Use Notepad++, rather than notepad. Put a fresh copy of the scripts into a folder, and copy your old sites.dat and ofx_config.cfg files to the new folder. Run Setup, and verify that your accounts are there. Should be good at that point.

      Delete
  33. Hi Robert

    Need your help with Quotes. I have stocks and mutual funds that i track. I can successfully pull up the quotes from google for stocks but i am not able to pull up the quotes for mutual funds from Yahoo (Google doesn't support Mutual Funds). For example the symbols are:
    SBIMAGNUMTAX.BO #SBI Magnum Tax Gain 93 Gr
    119060.BO #HDFC TaxSaver Dir Gr
    101979.BO #HDFC TaxSaver Gr
    118803.BO #Reliance Tax Saver Dir Gr

    and the error is 118803.BO: Invalid Quote response...Skipping...

    Can you help with here with quotes for Mutual Funds from Yahoo...thanks much

    ReplyDelete
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  40. Hello Robert,

    Thank you for sharing your scripts with us. It works great. I only need to download the quotes and import into Money.

    This maybe a dumb question: Getdata.py has a couple user prompts in the program. Is there an easy way for me to automatically schedule to run this program via the Windows scheduler on daily basis?

    Thanks,
    JC

    ReplyDelete