diff --git a/ChangeLog b/ChangeLog index b5dbbabd5b..a5cd15feb4 100644 --- a/ChangeLog +++ b/ChangeLog @@ -1,3 +1,15 @@ +2001-05-31 Robert Graham Merkel + + * 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 * src/test/Makefile.am: add missing link lib diff --git a/doc/sgml/C/Makefile.am b/doc/sgml/C/Makefile.am index 69ccdf01c1..f068ffaaac 100644 --- a/doc/sgml/C/Makefile.am +++ b/doc/sgml/C/Makefile.am @@ -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 \ diff --git a/doc/sgml/C/gnucash.sgml b/doc/sgml/C/gnucash.sgml index 8a2241bce4..d9107bc228 100644 --- a/doc/sgml/C/gnucash.sgml +++ b/doc/sgml/C/gnucash.sgml @@ -31,6 +31,8 @@ + + @@ -42,7 +44,6 @@ - @@ -90,6 +91,8 @@ &xaccnetworthbarchart; &xaccpnl; &xaccportfolioreport; +&xaccpriceeditor; +&xaccpricesources; &xaccprintcheck; &xaccprint; &xaccqifimport; @@ -100,7 +103,6 @@ &xaccregwinkbd; &xaccreports; &xacctaxreport; -&xaccticker; &xacctransreport; &xacctxfcategories; &xacctxfexportanomalies; diff --git a/doc/sgml/C/xacc-accountedit.sgml b/doc/sgml/C/xacc-accountedit.sgml index 2becc091db..164e0e2aa0 100644 --- a/doc/sgml/C/xacc-accountedit.sgml +++ b/doc/sgml/C/xacc-accountedit.sgml @@ -21,7 +21,7 @@ account are shown. -The source for Stock Quotes can be selected. See the ticker for more +The source for Stock Quotes can be selected. See Selecting price sources for more information. diff --git a/doc/sgml/C/xacc-acctypes.sgml b/doc/sgml/C/xacc-acctypes.sgml index 114a36e2ed..94e094cc80 100644 --- a/doc/sgml/C/xacc-acctypes.sgml +++ b/doc/sgml/C/xacc-acctypes.sgml @@ -115,7 +115,8 @@ decide. -More details may be found in the Stock Ticker section. +More details may be found in the price editor and + price sourcessections. diff --git a/doc/sgml/C/xacc-depreciation.sgml b/doc/sgml/C/xacc-depreciation.sgml index 95e74c847e..f0850bd3e7 100644 --- a/doc/sgml/C/xacc-depreciation.sgml +++ b/doc/sgml/C/xacc-depreciation.sgml @@ -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 until you actually sell the asset. - If you invest in securities + 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 diff --git a/doc/sgml/C/xacc-features.sgml b/doc/sgml/C/xacc-features.sgml index b744ec9321..8280811c38 100644 --- a/doc/sgml/C/xacc-features.sgml +++ b/doc/sgml/C/xacc-features.sgml @@ -59,7 +59,7 @@ portfolio of accounts (a group of accounts that can be displayed together). There are tools to - automatically collect stock quotes. + automatically collect stock quotes. diff --git a/doc/sgml/C/xacc-price-editor.sgml b/doc/sgml/C/xacc-price-editor.sgml new file mode 100644 index 0000000000..22318428eb --- /dev/null +++ b/doc/sgml/C/xacc-price-editor.sgml @@ -0,0 +1,159 @@ + +
+ + Updating Share Prices and Currency Values + + + Introduction + 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 price + editor provides a unified interface for doing + just that. + + + + + The Price Editor + + The price editor is available from the "Tools" menu. Selecting + it brings up the editor: + + PICTURE NEEDED + + Each entry in the editor shows a record of a price: + + + Commodity: what the price is + for. + + + + + Currency: 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. + + + + + Date: when the price is/was + for. + + + + + Source: 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. + + + + + Type: 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.< + + + + + Bid prices indicate what + a specialist dealer is prepared to pay for a stock. + + + + Ask prices indicates what + the dealers are prepared to sell a stock for - naturally, + this is slightly higher than the bid price. + + + + Last 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. + + + + Net Asset Value prices + are typically used for mutual funds. They are calculated + on the net value of the fund's assets. + + + + UnknownAs the name suggests, + use this if the type of price quoted is not known. + + + + + + + Price: the actual price. + + + + + 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. + + + + Updating prices manually + + 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. + + 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. + + + + + + Getting quotes online + + + 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 edit account + + dialog box. More details on exactly how to choose a price + source can be found in the + price sources help entry. + + + Once that is done, you can update prices for your stocks and + mutual funds by clicking the "get quotes" button. + + + + If you wish to update price quotes from the command line, + you can do so by the following command + + + gnucash --add-price-quotes <gnucash-file> + + + + GnuCash 1.4 had a helper script for getting price quotes, + but this is no longer needed. + +
+ + + + diff --git a/doc/sgml/C/xacc-ticker.sgml b/doc/sgml/C/xacc-price-sources.sgml similarity index 97% rename from doc/sgml/C/xacc-ticker.sgml rename to doc/sgml/C/xacc-price-sources.sgml index e0242925f4..3d7d6f5e9d 100644 --- a/doc/sgml/C/xacc-ticker.sgml +++ b/doc/sgml/C/xacc-price-sources.sgml @@ -1,13 +1,13 @@ -
+
Stock Ticker + +Price Sources - - -Stock Pricing and Ticker Symbols - +THIS MATERIAL NEEDS TO BE REWRITTEN FOR 1.6!!! GnuCash provides a somewhat rudimentary automated stock quote gathering system. If a GnuCash stock account is diff --git a/doc/sgml/C/xacc-userdocs.sgml b/doc/sgml/C/xacc-userdocs.sgml index a8cc362fcc..68088cfee3 100644 --- a/doc/sgml/C/xacc-userdocs.sgml +++ b/doc/sgml/C/xacc-userdocs.sgml @@ -98,11 +98,7 @@ - -Stock Ticker - - Using Double Entry