Re: [GNC] FYI Web tables, CSV, prices info and inquiry
I'm one of the silent ones: I read the report with some interest, but I've had so many issues with having GnuCash get prices that I just don't bother anymore. I just allow it to update as I do transactions in accounts... and there are ways to look at price history online. The only other reason I wanted to keep prices up-to-date was so that a calculation of net worth would be up-to-date. However, I keep my net worth in a LibreOffice spreadsheet, and get the investment balances directly from the brokerage account. It works well for me. On Sun, Apr 14, 2024 at 12:51 AM sunfish62--- via gnucash-user < gnucash-user@gnucash.org> wrote: > David, > > My goal in the example was not pedagogical; it was to give others in the > community information that they might use for themselves. I'm pretty sure > that in the earlier thread, I gave all the information necessary (including > actual cell formulae) for others to test it for themselves. If my > instructions weren't sufficient, I apologize. Feel free to try them out and > report the areas that are incomplete. > > Then again, yours is the only response I've ever gotten to the message. > Who can tell whether that means my solution was: a) incompletely > understood, b) not useful to anyone, or c) silently read, comprehended, and > used by millions of grateful GnuCash users. > > (I'm doubtful of the last, just to be clear) > > David T. > > On Apr 13, 2024, 11:54 PM, at 11:54 PM, "David G. Pickett" < > dgpick...@aol.com> wrote: > > David T, > >Nice, but I am told pedagogy suggests even the best explanations are > >best packaged with examples, like on a nice web page. In fact, the > >Finance Quote process itself might be divided into three processes: a > >gnucash call to extract the symbols and sources as a CSV, a web scraper > >process to convert the input CSV to an output CSV, and a second gnucash > >call to accept that CSV and update/insert the prices database. It > >might make testing simpler, too! > > > >One wonders what the update versus insert policy is. Buy and sell > >transactions create price info, often of low precision intraday > >pricing, as if you are buying a 4 digit precise $98.76 stock for a > >$1.23 dividend, the apparent price might be $99.19 for 0.0124 shares. > >If there are multiple entries for a symbol and date, one must win out > >when I do net worth line graph with table report using price nearest > >date to report? (Also amazing: that is not the default!) > >Thanks, > >David P > >On Friday, April 12, 2024 at 05:20:25 PM EDT, sunfis...@yahoo.com > > wrote: > > > > Several years back, I sent this in to the list: > >https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html > > > >Pretty sure it still works. > > > >David T. On Apr 12, 2024, at 10:02 PM, "David G. Pickett via > >gnucash-user" wrote: > >Not all users know that the nice table of your stocks and prices that > >you see on so many web sites like my morningstar portfolio can be > >selected and pasted into a spreadsheet like Excel, Google Sheets, or > >LibreOffice Calc, maybe not perfectly, but so it is easy to turn them > >into a clean spreadsheet table. My Morningstar did something weird > >with the first column but it was all there and not too hard to cut and > >paste or paste-special it into a nice table. Then you have the option > >of saving it as a CSV file (Comma Separated Value), which loses any > >funny formatting and hypertext links and is maybe gnucash friendly. > > > >It would be a bit of an emergency, and I could do this one stock at a > >time, but importing this CSV to gnucash prices would be a nice > >backup. I have not done the research or reading above to know how to > >import such a table into gnucash prices. Can someone give a simple > >how-to? Do I need a date column? A column to say it is nav or close? > >Is there a web page help on this? > > > >gnucash-user mailing list > >gnucash-user@gnucash.org > >To update your subscription preferences or to unsubscribe: > >https://lists.gnucash.org/mailman/listinfo/gnucash-user > >- > >Please remember to CC this list on all your replies. > >You can do this by using Reply-To-List or Reply-All. > > > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- _ Richard Losey rlo...@gmail.com Micah 6:8 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] FYI Web tables, CSV, prices info and inquiry
I found this information extremely enlightening. I didn't know that there was a capability to use Google's capabilities to make a spreadsheet and automatically include pricing data. It's as if Libre Office Calc or Excel had an inbuilt function to retrieve pricing info. Very useful information. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] FYI Web tables, CSV, prices info and inquiry
d) silently read, comprehended, bookmarked, and filed away for possible future use. Thanks for the contribution, keep them coming :--)) Geoff = On 14/04/2024 3:50 pm, sunfish62--- via gnucash-user wrote: David, My goal in the example was not pedagogical; it was to give others in the community information that they might use for themselves. I'm pretty sure that in the earlier thread, I gave all the information necessary (including actual cell formulae) for others to test it for themselves. If my instructions weren't sufficient, I apologize. Feel free to try them out and report the areas that are incomplete. Then again, yours is the only response I've ever gotten to the message. Who can tell whether that means my solution was: a) incompletely understood, b) not useful to anyone, or c) silently read, comprehended, and used by millions of grateful GnuCash users. (I'm doubtful of the last, just to be clear) David T. On Apr 13, 2024, 11:54 PM, at 11:54 PM, "David G. Pickett" wrote: David T, Nice, but I am told pedagogy suggests even the best explanations are best packaged with examples, like on a nice web page. In fact, the Finance Quote process itself might be divided into three processes: a gnucash call to extract the symbols and sources as a CSV, a web scraper process to convert the input CSV to an output CSV, and a second gnucash call to accept that CSV and update/insert the prices database. It might make testing simpler, too! One wonders what the update versus insert policy is. Buy and sell transactions create price info, often of low precision intraday pricing, as if you are buying a 4 digit precise $98.76 stock for a $1.23 dividend, the apparent price might be $99.19 for 0.0124 shares. If there are multiple entries for a symbol and date, one must win out when I do net worth line graph with table report using price nearest date to report? (Also amazing: that is not the default!) Thanks, David P On Friday, April 12, 2024 at 05:20:25 PM EDT, sunfis...@yahoo.com wrote: Several years back, I sent this in to the list: https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html Pretty sure it still works. David T. On Apr 12, 2024, at 10:02 PM, "David G. Pickett via gnucash-user" wrote: Not all users know that the nice table of your stocks and prices that you see on so many web sites like my morningstar portfolio can be selected and pasted into a spreadsheet like Excel, Google Sheets, or LibreOffice Calc, maybe not perfectly, but so it is easy to turn them into a clean spreadsheet table. My Morningstar did something weird with the first column but it was all there and not too hard to cut and paste or paste-special it into a nice table. Then you have the option of saving it as a CSV file (Comma Separated Value), which loses any funny formatting and hypertext links and is maybe gnucash friendly. It would be a bit of an emergency, and I could do this one stock at a time, but importing this CSV to gnucash prices would be a nice backup. I have not done the research or reading above to know how to import such a table into gnucash prices. Can someone give a simple how-to? Do I need a date column? A column to say it is nav or close? Is there a web page help on this? gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] FYI Web tables, CSV, prices info and inquiry
David, My goal in the example was not pedagogical; it was to give others in the community information that they might use for themselves. I'm pretty sure that in the earlier thread, I gave all the information necessary (including actual cell formulae) for others to test it for themselves. If my instructions weren't sufficient, I apologize. Feel free to try them out and report the areas that are incomplete. Then again, yours is the only response I've ever gotten to the message. Who can tell whether that means my solution was: a) incompletely understood, b) not useful to anyone, or c) silently read, comprehended, and used by millions of grateful GnuCash users. (I'm doubtful of the last, just to be clear) David T. On Apr 13, 2024, 11:54 PM, at 11:54 PM, "David G. Pickett" wrote: > David T, >Nice, but I am told pedagogy suggests even the best explanations are >best packaged with examples, like on a nice web page. In fact, the >Finance Quote process itself might be divided into three processes: a >gnucash call to extract the symbols and sources as a CSV, a web scraper >process to convert the input CSV to an output CSV, and a second gnucash >call to accept that CSV and update/insert the prices database. It >might make testing simpler, too! > >One wonders what the update versus insert policy is. Buy and sell >transactions create price info, often of low precision intraday >pricing, as if you are buying a 4 digit precise $98.76 stock for a >$1.23 dividend, the apparent price might be $99.19 for 0.0124 shares. >If there are multiple entries for a symbol and date, one must win out >when I do net worth line graph with table report using price nearest >date to report? (Also amazing: that is not the default!) >Thanks, >David P >On Friday, April 12, 2024 at 05:20:25 PM EDT, sunfis...@yahoo.com > wrote: > > Several years back, I sent this in to the list: >https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html > >Pretty sure it still works. > >David T. On Apr 12, 2024, at 10:02 PM, "David G. Pickett via >gnucash-user" wrote: >Not all users know that the nice table of your stocks and prices that >you see on so many web sites like my morningstar portfolio can be >selected and pasted into a spreadsheet like Excel, Google Sheets, or >LibreOffice Calc, maybe not perfectly, but so it is easy to turn them >into a clean spreadsheet table. My Morningstar did something weird >with the first column but it was all there and not too hard to cut and >paste or paste-special it into a nice table. Then you have the option >of saving it as a CSV file (Comma Separated Value), which loses any >funny formatting and hypertext links and is maybe gnucash friendly. > >It would be a bit of an emergency, and I could do this one stock at a >time, but importing this CSV to gnucash prices would be a nice >backup. I have not done the research or reading above to know how to >import such a table into gnucash prices. Can someone give a simple >how-to? Do I need a date column? A column to say it is nav or close? >Is there a web page help on this? > >gnucash-user mailing list >gnucash-user@gnucash.org >To update your subscription preferences or to unsubscribe: >https://lists.gnucash.org/mailman/listinfo/gnucash-user >- >Please remember to CC this list on all your replies. >You can do this by using Reply-To-List or Reply-All. > > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] FYI Web tables, CSV, prices info and inquiry
David T, Nice, but I am told pedagogy suggests even the best explanations are best packaged with examples, like on a nice web page. In fact, the Finance Quote process itself might be divided into three processes: a gnucash call to extract the symbols and sources as a CSV, a web scraper process to convert the input CSV to an output CSV, and a second gnucash call to accept that CSV and update/insert the prices database. It might make testing simpler, too! One wonders what the update versus insert policy is. Buy and sell transactions create price info, often of low precision intraday pricing, as if you are buying a 4 digit precise $98.76 stock for a $1.23 dividend, the apparent price might be $99.19 for 0.0124 shares. If there are multiple entries for a symbol and date, one must win out when I do net worth line graph with table report using price nearest date to report? (Also amazing: that is not the default!) Thanks, David P On Friday, April 12, 2024 at 05:20:25 PM EDT, sunfis...@yahoo.com wrote: Several years back, I sent this in to the list: https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html Pretty sure it still works. David T. On Apr 12, 2024, at 10:02 PM, "David G. Pickett via gnucash-user" wrote: Not all users know that the nice table of your stocks and prices that you see on so many web sites like my morningstar portfolio can be selected and pasted into a spreadsheet like Excel, Google Sheets, or LibreOffice Calc, maybe not perfectly, but so it is easy to turn them into a clean spreadsheet table. My Morningstar did something weird with the first column but it was all there and not too hard to cut and paste or paste-special it into a nice table. Then you have the option of saving it as a CSV file (Comma Separated Value), which loses any funny formatting and hypertext links and is maybe gnucash friendly. It would be a bit of an emergency, and I could do this one stock at a time, but importing this CSV to gnucash prices would be a nice backup. I have not done the research or reading above to know how to import such a table into gnucash prices. Can someone give a simple how-to? Do I need a date column? A column to say it is nav or close? Is there a web page help on this? gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] FYI Web tables, CSV, prices info and inquiry
Several years back, I sent this in to the list: https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html Pretty sure it still works. David T. On Apr 12, 2024, 10:02 PM, at 10:02 PM, "David G. Pickett via gnucash-user" wrote: >Not all users know that the nice table of your stocks and prices that >you see on so many web sites like my morningstar portfolio can be >selected and pasted into a spreadsheet like Excel, Google Sheets, or >LibreOffice Calc, maybe not perfectly, but so it is easy to turn them >into a clean spreadsheet table. My Morningstar did something weird >with the first column but it was all there and not too hard to cut and >paste or paste-special it into a nice table. Then you have the option >of saving it as a CSV file (Comma Separated Value), which loses any >funny formatting and hypertext links and is maybe gnucash friendly. > >It would be a bit of an emergency, and I could do this one stock at a >time, but importing this CSV to gnucash prices would be a nice >backup. I have not done the research or reading above to know how to >import such a table into gnucash prices. Can someone give a simple >how-to? Do I need a date column? A column to say it is nav or close? >Is there a web page help on this? >___ >gnucash-user mailing list >gnucash-user@gnucash.org >To update your subscription preferences or to unsubscribe: >https://lists.gnucash.org/mailman/listinfo/gnucash-user >- >Please remember to CC this list on all your replies. >You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] FYI Web tables, CSV, prices info and inquiry
I've just done something like that and the only trouble I had was getting the date to parse. Save the excel file as .CSV . Credit goes to Geoff. From the file menu, select import then price import and it starts the wizard. I ended up having to use the ISO format, but I'm going to try again after 4 central and see if I can't get it to work. One of my lines in the spreadsheet looks like this (details munged to protect the guilty): NASDAQ,X,2024-04-11,123.45,USD Hope that helps. Blessings, -greg -Original Message- From: gnucash-user [mailto:gnucash-user-bounces+fromvendor=outtacyte@gnucash.org] On Behalf Of David G. Pickett via gnucash-user Sent: Friday, April 12, 2024 2:01 PM To: Gnucash Users Subject: [GNC] FYI Web tables, CSV, prices info and inquiry Not all users know that the nice table of your stocks and prices that you see on so many web sites like my morningstar portfolio can be selected and pasted into a spreadsheet like Excel, Google Sheets, or LibreOffice Calc, maybe not perfectly, but so it is easy to turn them into a clean spreadsheet table. My Morningstar did something weird with the first column but it was all there and not too hard to cut and paste or paste-special it into a nice table. Then you have the option of saving it as a CSV file (Comma Separated Value), which loses any funny formatting and hypertext links and is maybe gnucash friendly. It would be a bit of an emergency, and I could do this one stock at a time, but importing this CSV to gnucash prices would be a nice backup. I have not done the research or reading above to know how to import such a table into gnucash prices. Can someone give a simple how-to? Do I need a date column? A column to say it is nav or close? Is there a web page help on this? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
