About me
More than 20 years experience in IT and Finance. I will automate your business with python tools, make excel templates and collect all the data you need from the internet!
Book me on Fiverr
Table of Contents
  1. Q1 – What are the first steps and what do I have to pay attention at the beginning?
  2. Q2 – What should you watch out regarding the Excel sheets?
  3. Q3 – What does the color of the fields in the Excel sheets mean?
  4. Q4 – How do I find the ticker code (e.g. AAPL, FB, MSFT, etc.) for a share?
  5. Q5 – How can i unpack / unzip the files?
  6. Q6 – I would like to have the program run automatically at a certain time?
  7. Q7 – When starting the program i get a window with the message “Windows Defender Smart Screen prevented an unrecognized app from starting”?
  8. Q8 – Program terminates or does not work as expected? Error message only (too) briefly visible?
  9. Q9 – How can I check if i have the correct Chromedriver file installed?
  10. Q10 – Error message the macro is not allowed when opening the xlsm file or pressing a macro-button?
  11. Q11 – Program terminates (with or without error message)?
  12. Q12 – Excel needs to be repaired?
  13. Q13 – Excel blocked by actual user?
  14. Q14 – Program ends with some ZIP error?
  15. Q15 – Program ends with “…can´t start because api-ms-win-crt-runtime-I1-1-0.dll is missing from your computer…”
  16. Q16 – Excel opens with a name conflict: “Name could not be the same as the integrated name. Old name: _FilterDatabase
  17. Q17 – Program stops with a PermissionError. eg. Permission Error: [Errno 13] Permission denied: “C:\\Program Files\xyz…
  18. Q18 – How can the products be purchased on Eloquens.com or new version downloaded after purchase?
  19. Q19 – How can the products be bought on DigiStore24 or new versions downloaded after the purchase?
  20. Q20 – For which operating systems can individual solutions from Fiverr or Upwork be used?
  21. Q21 – From which data sources is the data for the customized solutions taken?
  22. Q22 – In what form will the data be provided for the individual solutions from Fiverr or Upwork
  23. Q23 – How are the programs parameterized for the customized solutions?
  24. Q24 – How can I copy the current working directory as a path?
  25. Q25 – The program cannot be started on MacOS because it is an app of an unverified developer?
  26. Q26 – How can i create the credentials for using the Google Sheets API, so a program is able to access my Google Sheet Document?
  27. Q27 – How can i create the credentials for using the Google Drive API, so a program is able to access my Google Drive Documents?
  28. Q28 – How can i create the credentials for using Google Cloud AI Vision API or the Google Cloud Storage API?
  29. Q29 – How can i provide the credentials for my email-account when i want to automate my emails in some way?
  30. Q30 – How to import a csv-file and store it as an xlsx-file?
  31. Q31 – The program cannot be started on Windows because it is an unrecognised app?
  32. Q32 – How to create an app password for gmail?
  33. Q33 – How to create an app password for your yahoo-mail?
  34. Q34 – In case of other problems?

FAQ – Finance Tools

Q1 – What are the first steps and what do I have to pay attention at the beginning?

Unpack all file contents (program, XLSX templates, readme.txt) in a separate folder.The firewall access may be activated the first time the program is started (click on “OK” or “Allow”) – The program pulls data through online scrapping and therefore needs online access rights(optional – please have a look in the readMe-file of your product if it is relevant) Please check whether the chromedriver.exe version matches your currently installed Chrome version – and put it in the same folder as the program (details see Question #9)Start program (not the chromedriver file)

Q2 – What should you watch out regarding the Excel sheets?

In case of problems – before you execute the program, close the excelsheet – otherwise there are possible conflicts when opening the xlsx during the program runIt is best not to edit the Excel sheet during the update – otherwise, in rare cases this can lead to conflicts

Q3 – What does the color of the fields in the Excel sheets mean?

Fields marked YELLOW are usually input fields – especially in input Excel worksheets. Fields marked BLUE and GREEN are usually result fields and fields marked GRAY are information fields.

Q4 – How do I find the ticker code (e.g. AAPL, FB, MSFT, etc.) for a share?

Find the stock on Yahoo Finance and use the ticker symbol from there.
z.B. AAPL for Apple, FB for Facebook, BAYN.DE for Bayer,…

Q5 – How can i unpack / unzip the files?

Q6 – I would like to have the program run automatically at a certain time?

The automatic execution of the program can be set up for example with the Windows task scheduler.
Howto you can find here on Stackoverflow

Q7 – When starting the program i get a window with the message “Windows Defender Smart Screen prevented an unrecognized app from starting”?

  • in the windows explorer right-click on the EXE-File
  • choose Properties
  • unblock the file with the checkbox on the very bottom of the windows
  • see also Stackoverflow Thread

Q8 – Program terminates or does not work as expected? Error message only (too) briefly visible?

If the program is started from Windows Explorer and aborts due to an error (e.g. web access error), the error message is only visible for a short time and the cmd Command Line window is closed immediately. In order to see the error message, the program must be started from cmd Command Line.

To start the program in the command line window:

  • Open Windows Explorer and change to the directory of the program-exe
  • Click in the address bar in the free area to the right of the file path
  • Enter “cmd” and press Enter
  • Terminal with selected program-exe path is opened
  • Start the program by entering the program name and press Enter
  • All program messages and error messages can now be seen in the window

Q9 – How can I check if i have the correct Chromedriver file installed?

Chrome version and Chromedriver always have to fit together

Current Chrome version can be seen in the chrome browser under: Click on 3 dots at the top right – Help – About Google Chrome – there you can find the current version of your Google Chrome browser.

Chromedriver Versions can donwloaded here – in case of problems please download the corresponding chromedriver-file and put it in the same folder as the program

Q10 – Error message the macro is not allowed when opening the xlsm file or pressing a macro-button?

Macro use must be enabled for the storage location:

  • Show the Developer tab (if not allready visible): Link
  • Add a trusted location for macros Link

Q11 – Program terminates (with or without error message)?

Since the data is obtained live from the www, connection problems can sometimes occur – often it helps to simply restart the program (pls close the Excels before)

Q12 – Excel needs to be repaired?

Sometimes it can happen that the XLS file has to be repaired (error message in Excel). To do this, make the repair in excel and save / overwrite the file with the same name

Q13 – Excel blocked by actual user?

Delete the respective processes for Excel in the Task Manager (Ctrl-Alt-Del) under Processes

Q14 – Program ends with some ZIP error?

Excel sheets are corrupted – it is best to save the Excel sheets again, then the problem should be solved

Q15 – Program ends with “…can´t start because api-ms-win-crt-runtime-I1-1-0.dll is missing from your computer…”

Update your Operatings System to the newest update – restart
Install Visual C++ Redistributable for Visual Studio 2015
Also see Forums Thread

Q16 – Excel opens with a name conflict: “Name could not be the same as the integrated name. Old name: _FilterDatabase

Enter any name (e.g. xyz) – then the program should continue and the error message in the future will no longer appear.

Q17 – Program stops with a PermissionError. eg. Permission Error: [Errno 13] Permission denied: “C:\\Program Files\xyz…

Start the program with administrator rights
Right click – run as administrator

Q18 – How can the products be purchased on Eloquens.com or new version downloaded after purchase?

Additionally when using a coupon:

  • Click on “Have a discount coupon” if you have one
  • Enter your discount coupon and click on “Apply discount coupon”
  • The reduced price or free should now appear under Total

  • Click on “Proceed”
  • Registration on Eloquens required – if not registered yet
  • Click on “Add To Library”
  • Click on the title of the product in your library or on the download symbol to the left of the name
  • On this page you can then download the product or products individually

Q19 – How can the products be bought on DigiStore24 or new versions downloaded after the purchase?

  • All products including purchase links can be found at RapidTech1898 Finanztools
  • Access the link of the product e.g.: Product “One For All”
  • Select payment option (SEPA, Paypal, credit card, etc.) and fill in the input fields
  • When using a coupon, also enter it in the “Gutscheincode” field
  • Click on “Jetzt kaufen”
  • Confirmation email will be sent to the email address you entered
  • Keep the mail and license key
  • Products can be downloaded under “Für Ihren Download klicken Sie hier” in the mail

Q20 – For which operating systems can individual solutions from Fiverr or Upwork be used?

Programs can be created for Windows, MacOS and / or Linux.

Q21 – From which data sources is the data for the customized solutions taken?

The data is live from various financial websites (eg. Yahoo Finance, Morningstar, GuruFocus, Investing.com, CoinMarketCap, Wallstreet Journal etc.) and the key measures are created with various Python modules (eg. YFinance, TA-Lib, pandas etc.). Getting customized solutions from Fiverr or Upwork

Q22 – In what form will the data be provided for the individual solutions from Fiverr or Upwork

Normally, the result data is provided in Excel worksheets, with the use of Python modules (e.g. XlWings, OpenpyXL etc.).
But it is also possible to put the financial results in Google Sheets or in databases (like Sqlite, MySQL, Maria-DB, PostgreSQL, MongoDB, etc.)

Q23 – How are the programs parameterized for the customized solutions?

This is usually also done with Excel worksheets.
In the worksheets there are certain cell areas in which the parameters from the user can be entered (e.g. ticker symbols, dates, currency, etc.). After the parameters have been saved and the individual program started – these parameter values ​​are used for processing.
Getting customized solutions from Fiverr or Upwork

Q24 – How can I copy the current working directory as a path?

  • Start Windows Explorer and open the desired folder
  • Right click on the address bar and select “copy address”
  • You can now paste the full path where you like

Q25 – The program cannot be started on MacOS because it is an app of an unverified developer?

Pls follow the instrucctions on this site: Link

  • In the Finder  on your Mac, locate the app you want to open.
    (don’t use Launchpad to do this. Launchpad doesn’t allow you to access the shortcut menu)
  • Control-click the app icon, then choose Open from the shortcut menu.
  • Click Open.
    (the app is saved as an exception to your security settings, and you can open it in the future by double-clicking it just as you can any registered app)

Q26 – How can i create the credentials for using the Google Sheets API, so a program is able to access my Google Sheet Document?

Create Project:

  • goto: Console Google Cloud
  • press the black triangle right of “Select a project”
  • click “New Project” in the right/upper corner
  • enter a project name and click “Create”
  • select the new project (if not allready automatically selected)

Enable APIs:

  • click on the 3 lines in the upper/left corner => APIs & Services => Library
  • search for “Google Drive API” – click on the tile – click on “Enable”
  • search for “Google Sheets API” – click on the tile – click on “Enable”

Create Credentials:

  • click on the 3 lines in the upper/left corner => APIs & Services => Credentials
  • click “Create credentials” – select “Service Account”
  • choose and enter some name in “Service account name” – click “Create and Continue”
  • select role “Editor” (from “Quick Access” – “Basic”) – click “Continue” – click “Done”
  • click on the new created Service Account at the bottom
  • click on “Keys” on the tab at the top
  • click “Add Key” – click “Create new key” – choose “JSON” – click “Create”
  • download the json-file (send the json-file to your developer)

The developer is now able to access and work with your google sheet.

Q27 – How can i create the credentials for using the Google Drive API, so a program is able to access my Google Drive Documents?

Create Project:

  • goto: Console Google Cloud
  • press the black triangle right of “Select a project”
  • click “New Project” in the right/upper corner
  • enter a project name and click “Create”
  • select the new project (if not allready automatically selected)

Enable APIs:

  • click on the 3 lines in the upper/left corner => APIs & Services => Library
  • search for “Google Drive API” – click on the tile – click on “Enable”

Create Credentials:

  • click on the 3 lines in the upper/left corner => APIs & Services => Credentials
  • click “Create credentials” – select “OAuth client ID”

(optional) Configure Consent Screen:

  • if you have no consent screen configured before you have to click on “Configure Consent Screen”
  • select “External” – click “Create”
  • enter someting in the field “App name”
  • enter the gmailaddress you want to use in “User support email”
  • enter the gmailaddress you want to use in “Email addresses” – click “Save & Continue”
  • click “Add Or Remove Scopes”
  • select for the API “Google Drive API” “…/auth/drive” and “…/auth/drive.metadata.readonly”
  • click “Update” – click “Save & Continue”
  • click “Add Users” – enter your gmail-address you want to use – click “Add”
  • click “Add Users” – enter the gmail-adress from your developer – click “Add”
  • click “Save and Continue”
  • click “Back To Dashboard”

  • select “Desktop App” in field “Application type” – click Create
  • download the json-file (send the json-file to your developer)

Provide folder-ID:

  • open the folder of the GoogleDrive you want to provide to the develoepr
  • eg. looks something like https://drive.google.com/drive/u/0/folders/0B8x0LbvNgRxyzHFsV0hUZHNhZ2s?resourcekey=0-lhVxedx530MPJ6tQ-vioNw
  • provide the ID – eg. in the above example “0B8x0LbvNgRxyzHFsV0hUZHNhZ2s” to the developer

Run the program from the developer:

  • when you run the program from the developer the first time, you see a link in the cmd command line window or the terminal
  • click/open the link and signin to your google-mail-account – click “Continue” – click “Continue”
  • access for the program is granted now and a file “token.json” will be created in the same folder where the program is

Q28 – How can i create the credentials for using Google Cloud AI Vision API or the Google Cloud Storage API?

Create Project:

  • goto: Console Google Cloud
  • press the black triangle right of “Select a project”
  • click “New Project” in the right/upper corner
  • enter a project name and click “Create”
  • select the new project (if not allready automatically selected)

Enable APIs:

  • click on the 3 lines in the upper/left corner => APIs & Services => Library
  • for Cloud Vision: search for “Cloud Vision API” and click on the tile
  • for Cloud Storage: search for “Cloud Storage API” and click on the tile
  • click on “Enable”

Create Credentials:

  • click on the 3 lines in the upper/left corner => APIs & Services => Credentials
  • click “Create credentials” – select “Service Account”
  • choose and enter some name in “Service account name” – click “Create and Continue”
  • select role “Editor” (from “Quick Access” – “Basic”) – click “Continue” – click “Done”
  • click on the new created Service Account at the bottom
  • click on “Keys” on the tab at the top
  • click “Add Key” – click “Create new key” – choose “JSON” – click “Create”
  • download the json-file (send the json-file to your developer)

Add billing information for your project:

  • click on the 3 lines in the upper/left corner => Billing
  • add the payment informatino to get the API activated

Q29 – How can i provide the credentials for my email-account when i want to automate my emails in some way?

The following informations are needed to get access to your email-account:

  • email-address
  • password for the email
  • mailserver (like mail.antagonist.nl for example)

Q30 – How to import a csv-file and store it as an xlsx-file?

  • open the csv-file with double-click in the windows explorer (Windows) or finder (MacOs)
  • select the full column A clicking on “A” at the top
  • click in the menu “Data” – “Text To Columns”
  • select “Delimited” – click “Next>”
  • choose the delimiter (comma, semicolon, other)
  • (you should now see in the preview window how the fields are allready seperated)
  • click “Next>” and click “Finish”
  • now the data should be seperated in the columns
  • click in the menu “File” – “Save As” – “Browse”
  • in the field “Save as type” choose “Excel Workbook (*.xlsx)”
  • name the file as you want – click “Save”
  • the csv is now saved as excel-sheet xslx

Q31 – The program cannot be started on Windows because it is an unrecognised app?

Pls follow the instrucctions on this site: Link

  • Click on “More Info”
  • Click on “Run Anyway”

Q32 – How to create an app password for gmail?

Follow this instruction: Link
Pls check that you have activated the 2-Step Verification on your Google Account – otherwise the app pass word will not work

Q33 – How to create an app password for your yahoo-mail?

Follow this instruction: Link

Q34 – In case of other problems?

If there are any problems or bugs please feel free to contact me

If possible, always state the exact error message from the cmd command line or Powershell and which input data were used (e.g. sample Excel for input and output, ticker symbols used, time periods used, etc.)

Please also provide a screenshot of the Chrome version (3 dots in Chrome-Browser at the top right – Help – About Google Chrome) and the file folder where all files are located (Excel, program, chromedriver)