Dec 162017
 
Convert WinCim and other on-line services and mutual fund quotes to a Quicken (DOS and Windows) import file. Shareware.

Full Description of File


Converts WinCim and other online services
stock and mutual fund quotes to a Quicken
import file and imports the file into Quicken
for windows 2.0. Shareware - Author: Tony A.
Carey


File IQ.ZIP from The Programmer’s Corner in
Category Financial and Statistics
Convert WinCim and other on-line services and mutual fund quotes to a Quicken (DOS and Windows) import file. Shareware.
File Name File Size Zip Size Zip Type
BWCC.DLL 152304 38221 deflated
FILE_ID.DIZ 190 143 deflated
IQ.EXE 53248 17318 deflated
IQ.INI 566 296 deflated
IQHOOKS.DLL 6884 3791 deflated
ORDER.TXT 2232 636 deflated
README.TXT 10764 3555 deflated

Download File IQ.ZIP Here

Contents of the README.TXT file


Converts WinCim and other online services
stock and mutual fund quotes to a Quicken
import file and imports the file into Quicken
for windows 2.0. Shareware - Author: Tony A.
Carey
Introduction
------------

Import Quotes (IQ) is a Windows program that convert and import quotes into
Quicken. Quotes retrieved from online services such as CompuServe and
Fidelity Online Exchange can be converted to a Quicken import file, and
imported directly into Quicken.

To convert quotes, you simply create a file containing the quotes. Next you
tell IQ where the file is, and how to parse it. Finally, you start the
conversion, and IQ creates an import file with the converted quotes.
The method for saving quotes from online services will vary. If you use
WINCIM, you save quotes after they are displayed by selecting "save as" from
the file menu, and entering a filename (Tip: setup the recorder with a
hot-key to automate saving quotes to a file).

The IQ program import quotes into Quicken by mimicing Quicken keystrokes to
import quotes from a file. When an import is started, IQ scans the desktop
for Quicken. If Quicken is found, it is activated and sent keystrokes to
import the quotes. IQ can also be configured to start Quicken if is not
on the desktop. However, this is not recommended if you use password
protection on your Quicken account. If you do use a password, start
Quicken, enter your password, and then tell IQ to convert and import the
quotes. Refer to your Quicken manual for the format of the import quote
file.

It is highly recommended that before importing quotes into Quicken, read
the Quicken manual to setup the accounts, along with security symbols.
Also before importing, perform a conversion only and then check the output
file from the conversion ("filename".iq) to make sure that quotes are being
converted properly. If you are using an unregistered version, open the
converted file in an editor such as notepad for viewing. If you're using a
registered version, turn on logging before the conversion, and then view the
log after the conversion is complete. If the conversion does not work
properly, adjust the parser parameters and try again. Once you are
satisfied that the conversion is working properly, start an import.


Features
--------

1) Convert and/or import quotes into Quicken with one keystroke.
2) Configurable parser.
3) Date selection for imported quotes (With this feature, you can enter
quotes from a previous date).
3) *Ability to create, store, and retrieve different parser sets.
(Nice feature if you get quotes from multiple sources and you need
to keep different parsing parameters for each quote source)
4) Set Editor for creating parser sets.
5) *Conversion and import log.




File Contents of iq.zip
-----------------------

readme.txt - this file
iq.exe - import quote executable file
iqhooks.dll - dynamic link library used by iq
iq.ini - initilization file for iq
bwcc.dll - borland custom dialog dynamic link library
order.txt - registration form


Installation
------------

Create a \iq directory or use the current directory that the files
were unziped into. The files iq.exe, iqhooks.dll, iq.ini, and order.txt
MUST be in the same directory. The bwcc.dll file should be moved to the
\windows\system directory if one is not already present, or is older than
this version. Next, using program manager, create a new item in your
desired program group and enter the file name along with path for IQ
(iq\iq.exe) in the command line entry.


Program Operation
-----------------


Main Control Dialog
-------------------

Start - Press the start pushbutton to convert and/or import
quotes. Note: setup options after installation before
entering start.

Options - Press the options pushbutton to open the options dialog box.

*View Log - Press the view log pushbutton to view the conversion/import
log

About - Press the about pushbutton to get info about the program and to
register.




Options Dialog
--------------

'Program Control' is where you tell IQ what to do when the start button is
pressed. IQ can be instructed to convert, import, or convert
and import when the start pushbutton is pressed.

When the *'log' flag is set, IQ logs all conversions and imports to the log
file. The log file name is "iq.log", and it is created in the same
directory that the "iq.exe" file resides in.

The 'Quote Input File' is the path and filename that contains the
quotes to be converted. This is the file that is saved from your online
service or other source. When performing a conversion, IQ creates a
new file with the same name as your input file with a '.iq' extension.
This new file contains the converted quotes and is created in the same
directory that the Quote Input File resides in. If no path is specified,
the Quote Input File is assumed to be in the current working directory.


The 'Quicken Command' is the command line to start Quicken. If you set
this up, IQ will execute this command before importing if Quicken is not
running on the desktop. You should leave this field blank if you use
password protection on your Quicken account.

The 'Conversion Parser' section contains the parameters that tell IQ
how to parse the 'Quote Input File'. A quote consist of three components,
a symbol, price, and date. The parser parameters tell IQ which columns
in the 'Quote Input File' contains these components and what is the
starting row or line of the first quote.

Most quotes that are retrieved contain some number of header lines before
the first quote. Enter a number between 0 and 99 in the 'Header Lines'
field to indicate the number of header lines before the first quote.

Enter a column number between 1 and 239 for the 'Symbol Column'.

Enter a column number between 1 and 239 for the 'Price Column'.

Enter the source of the date from the list. The date can be taken from
either the 'Quote Input File', from the field below, or the current date.
If the current date is selected, the date will be the date that the
quotes are converted. If the date source is from the field, enter the
date (mm/dd/yy) in the date field. If the date source is from the file,
enter a column number between 1 and 239 for the 'Date Column'.


The Create, Load, and Delete pushbuttons are used to create/save, load
and delete parser sets. One parser set consist of:

o User supplied tag (up to 8 chars.)
o Number of header lines
o Symbol Column
o Price Column
o Date Column
o Date Source

Create - Press the create pushbutton to start the set editor to create and
save a parser set.

Load - Press the load pushbutton to load a parser set into the option
menu conversion parser fields.

Delete - Press the delete pushbutton to delete a parser set.

There are two predefined parser sets available with the program:

Number of Header Symbol Price Date Date
TAG Lines Column Column Column Source
--------- ------------------ ------ ------ ------ ------
WINCIM 2 1 36 56 Current
FOX 2 18 46 145 From File


If you use WINCIM to get quotes, use the WINCIM parser set to parse a quote
file saved from WINCIM. If you create an export file from Fidelity Online
Exchange, use the FOX parser set to parse this file. Use the set editor to
create additional parser sets.

OK - Press the OK pushbutton to save the options and return to the
main control dialog.

Cancel - Press the cancel pushbutton to discard any changes made while
in the option menu, and return to the main control dialog.


Set Editor - Creating a parser set
----------------------------------

Use the set editor to create and save a parser set. Before starting the
editor, enter the 'Quote Input file'. This is the file that will be loaded
into the editor. The set editor initializes with the parser parameters
from the option menu. Make sure that the marker option is on to see the
current parser settings applied to the file.

To create a parser set, position the cursor to the symbol column for the
first quote in the file and press the left-mouse button. A cursor position
dialog box will appear. Check the 'first quote row' box and the 'symbol
column' box. If the marker option is on, the symbol column should appear in
reverse video starting at the first quote row, and the letter 'S' will be
displayed on the first row. To identify the price column, position the
cursor to the price column, press the left-mouse button, and check the
'price column' box (column reverse video with letter 'P' in the first row).
To identify the date column, position the cursor to the date column, press
the left-mouse button, and check the 'date column' box (column reverse video
with the letter 'D' in first row). Note, the first quote can be identified
at anytime or while obtaining the symbol, price, or date column.

File Menu

Save - Save the editor parser settings, i.e. the number of header
lines, symbol column, price column, date column, and date
source. Enter a tag to identify the parser set. Once the
set has been created it can be loaded into the option menu
conversion parser fields at anytime by pressing the load
pushbutton on the option menu.

Quit - Discard the editor parser settings and return to the option
menu.

Exit - Move the editor parser settings, i.e. the number of header
lines, symbol column, price column, date column, and date
source to the option menu conversion parser fields and return
to the option menu.

Options Menu

Markers - Select Markers to turn the settings markers on or off.

Date - Select the date source for the quotes.





Notes on Parsing
-----------------

Right-Adusted data & White Spaces
---------------------------------

The parser is capable of skipping over white spaces preceding
a column entry. This gives the parser the capability to parse
right-adjusted data in columns. When parsing right-adjusted
data columns, the best place to set the cursor is the column
immediately following the previous data column, which is usually
a blank.



* Only available in the licensed version.


 December 16, 2017  Add comments

Leave a Reply