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https://github.com/Gnucash/gnucash.git
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More documentation updates - price editor and related changes.
git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@4337 57a11ea4-9604-0410-9ed3-97b8803252fd
This commit is contained in:
parent
7ebf87da15
commit
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12
ChangeLog
12
ChangeLog
@ -1,3 +1,15 @@
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2001-05-31 Robert Graham Merkel <rgmerk@mira.net>
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* doc/sgml/C/xacc-ticker.sgml: renamed xacc-price-sources.sgml
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in preparation for rewriting - some material to be excised.
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* doc/sgml/C/xacc-price-editor.sgml: new file.
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* doc/sgml/C/gnucash.sgml: updated for new/changed file names.
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* doc/sgml/C/*.sgml: change xacc-ticker references to
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xacc-price-sources, or remove them entirely.
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2001-05-30 Dave Peticolas <dave@krondo.com>
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2001-05-30 Dave Peticolas <dave@krondo.com>
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* src/test/Makefile.am: add missing link lib
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* src/test/Makefile.am: add missing link lib
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@ -38,6 +38,8 @@ GNUCASH_SGML_FILES = \
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xacc-newacctwin.sgml \
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xacc-newacctwin.sgml \
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xacc-pnl.sgml \
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xacc-pnl.sgml \
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xacc-portfolio-report.sgml \
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xacc-portfolio-report.sgml \
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xacc-price-editor.sgml \
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xacc-price-sources.sgml \
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xacc-preferences.sgml \
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xacc-preferences.sgml \
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xacc-print-check.sgml \
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xacc-print-check.sgml \
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xacc-print.sgml \
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xacc-print.sgml \
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@ -52,7 +54,6 @@ GNUCASH_SGML_FILES = \
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xacc-scheme.sgml \
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xacc-scheme.sgml \
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xacc-stock-price-report.sgml \
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xacc-stock-price-report.sgml \
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xacc-tax-report.sgml \
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xacc-tax-report.sgml \
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xacc-ticker.sgml \
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xacc-trans-report.sgml \
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xacc-trans-report.sgml \
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xacc-txf-categories.sgml \
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xacc-txf-categories.sgml \
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xacc-txf-export.sgml \
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xacc-txf-export.sgml \
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@ -31,6 +31,8 @@
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<!entity xaccnetworthbarchart system "xacc-net-worth-barchart.sgml">
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<!entity xaccnetworthbarchart system "xacc-net-worth-barchart.sgml">
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<!entity xaccpnl system "xacc-pnl.sgml">
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<!entity xaccpnl system "xacc-pnl.sgml">
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<!entity xaccportfolioreport system "xacc-portfolio-report.sgml">
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<!entity xaccportfolioreport system "xacc-portfolio-report.sgml">
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<!entity xaccpriceeditor system "xacc-price-editor.sgml">
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<!entity xaccpricesources system "xacc-price-sources.sgml">
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<!entity xaccprintcheck system "xacc-print-check.sgml">
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<!entity xaccprintcheck system "xacc-print-check.sgml">
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<!entity xaccprint system "xacc-print.sgml">
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<!entity xaccprint system "xacc-print.sgml">
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<!entity xaccqifimport system "xacc-qif-import.sgml">
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<!entity xaccqifimport system "xacc-qif-import.sgml">
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@ -42,7 +44,6 @@
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<!entity xaccreports system "xacc-reports.sgml">
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<!entity xaccreports system "xacc-reports.sgml">
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<!entity xaccrepdev system "xacc-repdev.sgml">
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<!entity xaccrepdev system "xacc-repdev.sgml">
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<!entity xaccstockpricereport system "xacc-stock-price-report.sgml">
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<!entity xaccstockpricereport system "xacc-stock-price-report.sgml">
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<!entity xaccticker system "xacc-ticker.sgml">
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<!entity xacctaxreport system "xacc-tax-report.sgml">
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<!entity xacctaxreport system "xacc-tax-report.sgml">
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<!entity xacctransreport system "xacc-trans-report.sgml">
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<!entity xacctransreport system "xacc-trans-report.sgml">
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<!entity xacctxfcategories system "xacc-txf-categories.sgml">
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<!entity xacctxfcategories system "xacc-txf-categories.sgml">
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@ -90,6 +91,8 @@
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&xaccnetworthbarchart;
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&xaccnetworthbarchart;
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&xaccpnl;
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&xaccpnl;
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&xaccportfolioreport;
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&xaccportfolioreport;
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&xaccpriceeditor;
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&xaccpricesources;
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&xaccprintcheck;
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&xaccprintcheck;
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&xaccprint;
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&xaccprint;
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&xaccqifimport;
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&xaccqifimport;
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@ -100,7 +103,6 @@
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&xaccregwinkbd;
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&xaccregwinkbd;
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&xaccreports;
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&xaccreports;
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&xacctaxreport;
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&xacctaxreport;
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&xaccticker;
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&xacctransreport;
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&xacctransreport;
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&xacctxfcategories;
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&xacctxfcategories;
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&xacctxfexportanomalies;
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&xacctxfexportanomalies;
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@ -21,7 +21,7 @@
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account are shown.
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account are shown.
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</PARA>
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</PARA>
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<PARA>The source for <EMPHASIS>Stock Quotes</EMPHASIS> can be selected. See <LINK LINKEND="XACC-TICKER">the ticker</LINK> for more
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<PARA>The source for <EMPHASIS>Stock Quotes</EMPHASIS> can be selected. See <LINK LINKEND="xacc-price-sources">Selecting price sources</LINK> for more
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information.
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information.
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</PARA>
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</PARA>
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@ -115,7 +115,8 @@ decide.
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</LISTITEM>
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</LISTITEM>
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</ITEMIZEDLIST>
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</ITEMIZEDLIST>
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</PARA>
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</PARA>
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<PARA>More details may be found in the <LINK LINKEND="XACC-TICKER">Stock Ticker</LINK> section.</PARA>
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<PARA>More details may be found in the <LINK LINKEND="xacc-price-editor">price editor</LINK> and
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<link linkend="xacc-price-sources">price sources</link>sections.</PARA>
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</GLOSSDEF>
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</GLOSSDEF>
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</GLOSSENTRY>
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</GLOSSENTRY>
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<GLOSSENTRY>
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<GLOSSENTRY>
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@ -77,7 +77,7 @@ case, you must recognize -- for tax purposes -- what are called
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assets, it is difficult to correctly estimate an increase in
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assets, it is difficult to correctly estimate an increase in
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value <EMPHASIS>until you actually sell the asset.</EMPHASIS>
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value <EMPHASIS>until you actually sell the asset.</EMPHASIS>
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If you invest in <LINK LINKEND="XACC-TICKER">securities</LINK>
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If you invest in securities
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traded daily on open markets such as stock
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traded daily on open markets such as stock
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exchanges, prices are often quite exact, and selling the asset at
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exchanges, prices are often quite exact, and selling the asset at
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market prices may be as simple as calling a broker and issuing
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market prices may be as simple as calling a broker and issuing
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@ -59,7 +59,7 @@
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portfolio of accounts (a group of accounts that can be
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portfolio of accounts (a group of accounts that can be
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displayed together).
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displayed together).
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There are tools to
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There are tools to
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<link linkend="xacc-ticker">automatically collect stock quotes.</link>
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<link linkend="xacc-price-editor">automatically collect stock quotes.</link>
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</para>
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</para>
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</listitem>
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</listitem>
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159
doc/sgml/C/xacc-price-editor.sgml
Normal file
159
doc/sgml/C/xacc-price-editor.sgml
Normal file
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<article id="xacc-price-editor">
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<artheader>
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<title>Updating Share Prices and Currency Values</title>
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</artheader>
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<sect1>
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<title>Introduction</title>
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<para>When trading currencies, mutual funds, or stocks, and trying to
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track the growth of your investment, you need to be able to
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keep track of the value of those things. The <emphasis>price
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editor</emphasis> provides a unified interface for doing
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just that.
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</para>
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</sect1>
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<sect1>
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<title>
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The Price Editor
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</title>
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<para>The price editor is available from the "Tools" menu. Selecting
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it brings up the editor:</para>
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<para><emphasis>PICTURE NEEDED</emphasis></para>
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<para>Each entry in the editor shows a record of a price:</para>
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<itemizedlist>
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<listitem>
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<para><emphasis>Commodity</emphasis>: what the price is
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for.
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</para>
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</listitem>
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<listitem>
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<para>
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<emphasis>Currency</emphasis>: what the price is recorded
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in. To take a simple example, IBM stock's commodity is
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IBM, and the currency would be USD, as prices are almost
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always quoted in US dollars.
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</para>
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</listitem>
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<listitem>
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<para>
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<emphasis>Date</emphasis>: when the price is/was
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for.
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</para>
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</listitem>
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<listitem>
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<para>
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<emphasis>Source</emphasis>: where the price quote
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came from. Typically, this will be either "user:price-editor"
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(indicating you entered it directly) or "Finance::Quote",
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indicating that it was retrieved from an online source by
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the Finance::Quote module that GnuCash uses for this task.
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</para>
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</listitem>
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<listitem>
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<para>
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<emphasis>Type</emphasis>: There are several different
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types of stock price quotes, and to explain the technicalities
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requires a little understanding of the stock market. Most
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stocks, on most markets, have specialist dealers who are
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almost always willing to buy and sell that stock, and
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make a little profit along the way by by buying and selling
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at slightly different prices.<
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</para>
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<itemizedlist>
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<listitem>
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<para><emphasis>Bid</emphasis> prices indicate what
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a specialist dealer is prepared to pay for a stock.
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</para>
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</listitem>
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<listitem>
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<para><emphasis>Ask</emphasis> prices indicates what
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the dealers are prepared to sell a stock for - naturally,
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this is slightly higher than the bid price.
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<para>
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</listitem>
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<listitem>
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<para><emphasis>Last</emphasis> prices indicate the
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price at which the last trade in that stock/security
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occurred at. This is the price most commonly
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quoted in the media.
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</para>
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</listitem>
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<listitem>
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<para><emphasis>Net Asset Value</emphasis> prices
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are typically used for mutual funds. They are calculated
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on the net value of the fund's assets.
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</para>
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</listitem>
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<listitem>
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<para><emphasis>Unknown</emphasis>As the name suggests,
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use this if the type of price quoted is not known.
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</para>
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</listitem>
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</itemizedlist>
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</listitem>
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<listitem>
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<para>
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<emphasis>Price</emphasis>: the actual price.
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</para>
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</listitem>
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</itemizedlist>
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<para>
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You can choose how you'd like the list of prices sorted by
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clicking on the appropriate "Sort by . . ." radio button
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directly below the price list.
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</para>
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<sect1>
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<title>
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Updating prices manually
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</title>
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<para>To add a new price, click on "Add", and enter the details
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of the price into the dialog box. Similarly, to edit an
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existing price, click on the price in the price list, click the
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"Edit" button, and edit the figures.</para>
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<para>
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To remove just one price, just click the "Remove button",
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or, if you want to remove all prices older than a certain time,
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Click on the "Remove Old..." button and use the dialog box.
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</para>
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</sect1>
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<sect1>
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<title>
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Getting quotes online
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</title>
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<para>
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GnuCash is able to get quotes online from a variety of sources,
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through the Finance::Quote module. To support online quotations
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for a particular stock or mutual fund account, you must first
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enable online price quoting and select a price source.
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You can do this in the <link linkend="xacc-accountedit">edit account
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</link>
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dialog box. More details on exactly how to choose a price
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source can be found in the <link linkend="xacc-price-sources">
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price sources</link> help entry.
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</para>
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<para>
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Once that is done, you can update prices for your stocks and
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mutual funds by clicking the "get quotes" button.
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</para>
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<para>
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If you wish to update price quotes from the command line,
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you can do so by the following command
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</para>
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<para>
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gnucash --add-price-quotes <gnucash-file>
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</para>
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<para>
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GnuCash 1.4 had a helper script for getting price quotes,
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but this is no longer needed.
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</para>
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</article>
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<!-- Local variables: -->
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<!-- sgml-parent-document: "gnucash.sgml" -->
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<!-- End: -->
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@ -1,13 +1,13 @@
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<ARTICLE ID="XACC-TICKER">
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<ARTICLE ID="xacc-price-sources">
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<ARTHEADER>
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<ARTHEADER>
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<TITLE>Stock Ticker</TITLE>
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<TITLE>Stock Ticker</TITLE>
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</ARTHEADER>
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</ARTHEADER>
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<sect1>
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<TITLE>Price Sources </TITLE>
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<SECT1 ID="XACC-STOCKTICKER">
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<para><emphasis>THIS MATERIAL NEEDS TO BE REWRITTEN FOR 1.6!!!</emphasis
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</para>
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<TITLE>Stock Pricing and Ticker Symbols</TITLE>
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<PARA>GnuCash provides a somewhat rudimentary automated stock quote
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<PARA>GnuCash provides a somewhat rudimentary automated stock quote
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gathering system.
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gathering system.
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If a GnuCash <LINK LINKEND="STOCKACCT">stock account</LINK> is
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If a GnuCash <LINK LINKEND="STOCKACCT">stock account</LINK> is
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</PARA>
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</PARA>
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</LISTITEM>
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</LISTITEM>
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<LISTITEM>
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<PARA><LINK LINKEND="XACC-TICKER">Stock Ticker</LINK>
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<LISTITEM>
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<PARA><LINK LINKEND="XACC-DOUBLEENTRY">Using Double Entry</LINK>
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<PARA><LINK LINKEND="XACC-DOUBLEENTRY">Using Double Entry</LINK>
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Loading…
Reference in New Issue
Block a user