IntenseFinance/gnucash
3
0
Fork 0
mirror of https://github.com/Gnucash/gnucash.git synced 2025-02-25 18:55:30 -06:00
Code Issues Packages Projects Releases Wiki Activity

More documentation updates - price editor and related changes.

Browse Source 
git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@4337 57a11ea4-9604-0410-9ed3-97b8803252fd
This commit is contained in:
Robert Graham Merkel 2001-05-31 07:33:49 +00:00
parent 7ebf87da15
commit e82a0e38c8
10 changed files with 187 additions and 16 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

12
ChangeLog
View File

@ -1,3 +1,15 @@
2001-05-31 Robert Graham Merkel <rgmerk@mira.net>
* doc/sgml/C/xacc-ticker.sgml: renamed xacc-price-sources.sgml
in preparation for rewriting - some material to be excised.
* doc/sgml/C/xacc-price-editor.sgml: new file.
* doc/sgml/C/gnucash.sgml: updated for new/changed file names.
* doc/sgml/C/*.sgml: change xacc-ticker references to
xacc-price-sources, or remove them entirely.
2001-05-30 Dave Peticolas <dave@krondo.com>
* src/test/Makefile.am: add missing link lib

3
doc/sgml/C/Makefile.am
View File

@ -38,6 +38,8 @@ GNUCASH_SGML_FILES = \
xacc-newacctwin.sgml \
xacc-pnl.sgml \
xacc-portfolio-report.sgml \
xacc-price-editor.sgml \
xacc-price-sources.sgml \
xacc-preferences.sgml \
xacc-print-check.sgml \
xacc-print.sgml \
@ -52,7 +54,6 @@ GNUCASH_SGML_FILES = \
xacc-scheme.sgml \
xacc-stock-price-report.sgml \
xacc-tax-report.sgml \
xacc-ticker.sgml \
xacc-trans-report.sgml \
xacc-txf-categories.sgml \
xacc-txf-export.sgml \

6
doc/sgml/C/gnucash.sgml
View File

@ -31,6 +31,8 @@
<!entity xaccnetworthbarchart system "xacc-net-worth-barchart.sgml">
<!entity xaccpnl system "xacc-pnl.sgml">
<!entity xaccportfolioreport system "xacc-portfolio-report.sgml">
<!entity xaccpriceeditor system "xacc-price-editor.sgml">
<!entity xaccpricesources system "xacc-price-sources.sgml">
<!entity xaccprintcheck system "xacc-print-check.sgml">
<!entity xaccprint system "xacc-print.sgml">
<!entity xaccqifimport system "xacc-qif-import.sgml">
@ -42,7 +44,6 @@
<!entity xaccreports system "xacc-reports.sgml">
<!entity xaccrepdev system "xacc-repdev.sgml">
<!entity xaccstockpricereport system "xacc-stock-price-report.sgml">
<!entity xaccticker system "xacc-ticker.sgml">
<!entity xacctaxreport system "xacc-tax-report.sgml">
<!entity xacctransreport system "xacc-trans-report.sgml">
<!entity xacctxfcategories system "xacc-txf-categories.sgml">
@ -90,6 +91,8 @@
&xaccnetworthbarchart;
&xaccpnl;
&xaccportfolioreport;
&xaccpriceeditor;
&xaccpricesources;
&xaccprintcheck;
&xaccprint;
&xaccqifimport;
@ -100,7 +103,6 @@
&xaccregwinkbd;
&xaccreports;
&xacctaxreport;
&xaccticker;
&xacctransreport;
&xacctxfcategories;
&xacctxfexportanomalies;

2
doc/sgml/C/xacc-accountedit.sgml
View File

@ -21,7 +21,7 @@
account are shown.
</PARA>
<PARA>The source for <EMPHASIS>Stock Quotes</EMPHASIS> can be selected. See <LINK LINKEND="XACC-TICKER">the ticker</LINK> for more
<PARA>The source for <EMPHASIS>Stock Quotes</EMPHASIS> can be selected. See <LINK LINKEND="xacc-price-sources">Selecting price sources</LINK> for more
information.
</PARA>

3
doc/sgml/C/xacc-acctypes.sgml
View File

@ -115,7 +115,8 @@ decide.
</LISTITEM>
</ITEMIZEDLIST>
</PARA>
<PARA>More details may be found in the <LINK LINKEND="XACC-TICKER">Stock Ticker</LINK> section.</PARA>
<PARA>More details may be found in the <LINK LINKEND="xacc-price-editor">price editor</LINK> and
<link linkend="xacc-price-sources">price sources</link>sections.</PARA>
</GLOSSDEF>
</GLOSSENTRY>
<GLOSSENTRY>

2
doc/sgml/C/xacc-depreciation.sgml
View File

@ -77,7 +77,7 @@ case, you must recognize -- for tax purposes -- what are called
assets, it is difficult to correctly estimate an increase in
value <EMPHASIS>until you actually sell the asset.</EMPHASIS>
If you invest in <LINK LINKEND="XACC-TICKER">securities</LINK>
If you invest in securities
traded daily on open markets such as stock
exchanges, prices are often quite exact, and selling the asset at
market prices may be as simple as calling a broker and issuing

2
doc/sgml/C/xacc-features.sgml
View File

@ -59,7 +59,7 @@
portfolio of accounts (a group of accounts that can be
displayed together).
There are tools to
<link linkend="xacc-ticker">automatically collect stock quotes.</link>
<link linkend="xacc-price-editor">automatically collect stock quotes.</link>
</para>
</listitem>

159
doc/sgml/C/xacc-price-editor.sgml Normal file
View File

@ -0,0 +1,159 @@
<article id="xacc-price-editor">
<artheader>
<title>Updating Share Prices and Currency Values</title>
</artheader>
<sect1>
<title>Introduction</title>
<para>When trading currencies, mutual funds, or stocks, and trying to
track the growth of your investment, you need to be able to
keep track of the value of those things. The <emphasis>price
editor</emphasis> provides a unified interface for doing
just that.
</para>
</sect1>
<sect1>
<title>
The Price Editor
</title>
<para>The price editor is available from the "Tools" menu. Selecting
it brings up the editor:</para>
<para><emphasis>PICTURE NEEDED</emphasis></para>
<para>Each entry in the editor shows a record of a price:</para>
<itemizedlist>
<listitem>
<para><emphasis>Commodity</emphasis>: what the price is
for.
</para>
</listitem>
<listitem>
<para>
<emphasis>Currency</emphasis>: what the price is recorded
in. To take a simple example, IBM stock's commodity is
IBM, and the currency would be USD, as prices are almost
always quoted in US dollars.
</para>
</listitem>
<listitem>
<para>
<emphasis>Date</emphasis>: when the price is/was
for.
</para>
</listitem>
<listitem>
<para>
<emphasis>Source</emphasis>: where the price quote
came from. Typically, this will be either "user:price-editor"
(indicating you entered it directly) or "Finance::Quote",
indicating that it was retrieved from an online source by
the Finance::Quote module that GnuCash uses for this task.
</para>
</listitem>
<listitem>
<para>
<emphasis>Type</emphasis>: There are several different
types of stock price quotes, and to explain the technicalities
requires a little understanding of the stock market. Most
stocks, on most markets, have specialist dealers who are
almost always willing to buy and sell that stock, and
make a little profit along the way by by buying and selling
at slightly different prices.<
</para>
<itemizedlist>
<listitem>
<para><emphasis>Bid</emphasis> prices indicate what
a specialist dealer is prepared to pay for a stock.
</para>
</listitem>
<listitem>
<para><emphasis>Ask</emphasis> prices indicates what
the dealers are prepared to sell a stock for - naturally,
this is slightly higher than the bid price.
<para>
</listitem>
<listitem>
<para><emphasis>Last</emphasis> prices indicate the
price at which the last trade in that stock/security
occurred at. This is the price most commonly
quoted in the media.
</para>
</listitem>
<listitem>
<para><emphasis>Net Asset Value</emphasis> prices
are typically used for mutual funds. They are calculated
on the net value of the fund's assets.
</para>
</listitem>
<listitem>
<para><emphasis>Unknown</emphasis>As the name suggests,
use this if the type of price quoted is not known.
</para>
</listitem>
</itemizedlist>
</listitem>
<listitem>
<para>
<emphasis>Price</emphasis>: the actual price.
</para>
</listitem>
</itemizedlist>
<para>
You can choose how you'd like the list of prices sorted by
clicking on the appropriate "Sort by . . ." radio button
directly below the price list.
</para>
<sect1>
<title>
Updating prices manually
</title>
<para>To add a new price, click on "Add", and enter the details
of the price into the dialog box. Similarly, to edit an
existing price, click on the price in the price list, click the
"Edit" button, and edit the figures.</para>
<para>
To remove just one price, just click the "Remove button",
or, if you want to remove all prices older than a certain time,
Click on the "Remove Old..." button and use the dialog box.
</para>
</sect1>
<sect1>
<title>
Getting quotes online
</title>
<para>
GnuCash is able to get quotes online from a variety of sources,
through the Finance::Quote module. To support online quotations
for a particular stock or mutual fund account, you must first
enable online price quoting and select a price source.
You can do this in the <link linkend="xacc-accountedit">edit account
</link>
dialog box. More details on exactly how to choose a price
source can be found in the <link linkend="xacc-price-sources">
price sources</link> help entry.
</para>
<para>
Once that is done, you can update prices for your stocks and
mutual funds by clicking the "get quotes" button.
</para>
<para>
If you wish to update price quotes from the command line,
you can do so by the following command
</para>
<para>
gnucash --add-price-quotes &lt;gnucash-file&gt;
</para>
<para>
GnuCash 1.4 had a helper script for getting price quotes,
but this is no longer needed.
</para>
</article>
<!-- Local variables: -->
<!-- sgml-parent-document: "gnucash.sgml" -->
<!-- End: -->

10
doc/sgml/C/xacc-ticker.sgml → doc/sgml/C/xacc-price-sources.sgml
View File

@ -1,13 +1,13 @@
<ARTICLE ID="XACC-TICKER">
<ARTICLE ID="xacc-price-sources">
<ARTHEADER>
<TITLE>Stock Ticker</TITLE>
</ARTHEADER>
<sect1>
<TITLE>Price Sources </TITLE>
<SECT1 ID="XACC-STOCKTICKER">
<TITLE>Stock Pricing and Ticker Symbols</TITLE>
<para><emphasis>THIS MATERIAL NEEDS TO BE REWRITTEN FOR 1.6!!!</emphasis
</para>
<PARA>GnuCash provides a somewhat rudimentary automated stock quote
gathering system.
If a GnuCash <LINK LINKEND="STOCKACCT">stock account</LINK> is

4
doc/sgml/C/xacc-userdocs.sgml
View File

@ -98,11 +98,7 @@
</PARA>
</LISTITEM>
<LISTITEM>
<PARA><LINK LINKEND="XACC-TICKER">Stock Ticker</LINK>
</PARA>
</LISTITEM>
<LISTITEM>
<PARA><LINK LINKEND="XACC-DOUBLEENTRY">Using Double Entry</LINK>