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git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@4337 57a11ea4-9604-0410-9ed3-97b8803252fd
294 lines
6.6 KiB
Plaintext
294 lines
6.6 KiB
Plaintext
<ARTICLE ID="xacc-price-sources">
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<ARTHEADER>
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<TITLE>Stock Ticker</TITLE>
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</ARTHEADER>
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<sect1>
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<TITLE>Price Sources </TITLE>
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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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<PARA>GnuCash provides a somewhat rudimentary automated stock quote
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gathering system.
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If a GnuCash <LINK LINKEND="STOCKACCT">stock account</LINK> is
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suitably configured, and the host computer is connected to the
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Internet, the program <APPLICATION>gnc-prices</APPLICATION> may be
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used to load stock and mutual fund price quotes from various web sites
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directly into GnuCash.
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</PARA>
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<PARA>This is what you do:
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<ITEMIZEDLIST>
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<LISTITEM>
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<PARA>Create an account and mark it as being of type "Mutual
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Fund" or "Stock".
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA>Enter a valid ticker symbol in the box marked "Security:"
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA>Select a quote source from the pull-down menu. Currently
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supported quote sources include <EMPHASIS>Yahoo</EMPHASIS>,
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<EMPHASIS>Yahoo Europe</EMPHASIS>, <EMPHASIS>Fidelity
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Investments</EMPHASIS>, <EMPHASIS>T. Rowe Price</EMPHASIS>, the
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<EMPHASIS>Vanguard Group</EMPHASIS>, <EMPHASIS>the Australian
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Stock Exchange</EMPHASIS> (ASX) and
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<EMPHASIS>TIAA-CREF</EMPHASIS>. Note that Yahoo will provide
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price quotes for many mutual funds <EMPHASIS>including</EMPHASIS>
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Fidelity, T.Rowe Price and Vanguard, and that the quoted prices at
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Yahoo <EMPHASIS>should</EMPHASIS> be identical to those that may
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be found at the source sites (otherwise, somebody's reporting
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wrong information!). If you choose Yahoo Europe, you should append
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the market code for the security, such as PA for Paris, BE for
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Berlin, etc. Example: 12150.PA (a Peugeot security in the Paris
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market).
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA>Ensure that the currency of the account matches the source
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of the stock you have selected. This means:
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<ITEMIZEDLIST>
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<LISTITEM>
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<PARA>Quotes from the <EMPHASIS>Australian Stock Exchange</EMPHASIS>
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(ASX) should be in Australian dollars (AUD).
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA>Quotes from <EMPHASIS>Yahoo Europe</EMPHASIS> should be in Euros
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(ECU)
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA>Quotes from <EMPHASIS>Yahoo</EMPHASIS>, <EMPHASIS>Fidelity
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Investments</EMPHASIS>, <EMPHASIS>T. Rowe Price</EMPHASIS>
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and the <EMPHASIS>Vanguard
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Group</EMPHASIS> should be in US Dollars (USD).
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</PARA>
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</LISTITEM>
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</ITEMIZEDLIST>
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</PARA>
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</LISTITEM>
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</ITEMIZEDLIST>
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<TABLE>
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<TITLE>Code List for European Markets</TITLE>
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<TGROUP COLS="2">
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<THEAD>
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<ROW>
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<ENTRY>Code</ENTRY>
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<ENTRY>Market</ENTRY>
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</ROW>
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</THEAD>
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<TBODY>
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<ROW>
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<ENTRY>PA</ENTRY>
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<ENTRY>Paris</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>BC</ENTRY>
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<ENTRY>Barcelona</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>BE</ENTRY>
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<ENTRY>Berlin</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>BI</ENTRY>
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<ENTRY>Bilbao</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>BR</ENTRY>
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<ENTRY>Brême</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>CO</ENTRY>
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<ENTRY>Copenhagen</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>D</ENTRY>
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<ENTRY>Dusseldorf</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>F</ENTRY>
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<ENTRY>Frankfurt</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>H</ENTRY>
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<ENTRY>Hamburg</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>HA</ENTRY>
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<ENTRY>Hanover</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>L</ENTRY>
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<ENTRY>London</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>MA</ENTRY>
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<ENTRY>Madrid</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>MC</ENTRY>
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<ENTRY>Madrid (M.C.)</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>MI</ENTRY>
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<ENTRY>Milan</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>MU</ENTRY>
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<ENTRY>Munich</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>O</ENTRY>
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<ENTRY>Oslo</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>ST</ENTRY>
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<ENTRY>Stockholm</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>SG</ENTRY>
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<ENTRY>Stuttgart</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>VA</ENTRY>
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<ENTRY>Valence</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>FX</ENTRY>
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<ENTRY>Xetra</ENTRY>
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</ROW>
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</TBODY>
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</TGROUP>
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</TABLE>
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<TABLE>
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<TITLE>Pseudo-symbols that can be used for TIAA-CREF quotes</TITLE>
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<TGROUP COLS="2">
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<THEAD>
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<ROW>
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<ENTRY>Name</ENTRY>
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<ENTRY>Pseudo-symbol</ENTRY>
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</ROW>
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</THEAD>
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<TBODY>
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<ROW>
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<ENTRY>Stock</ENTRY>
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<ENTRY>CREFstok</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>Money Market</ENTRY>
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<ENTRY>CREFmony</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>Equity Index</ENTRY>
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<ENTRY>CREFequi</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>Inflation-Linked Bond</ENTRY>
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<ENTRY>CREFinfb</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>Bond Market</ENTRY>
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<ENTRY>CREFbond</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>TIAA Real Estate</ENTRY>
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<ENTRY>TIAAreal</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>Social Choice</ENTRY>
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<ENTRY>CREFsoci</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>Teachers PA Stock Index</ENTRY>
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<ENTRY>TIAAsndx</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>Global Equities</ENTRY>
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<ENTRY>CREFglob</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>Teachers PA Select Stock</ENTRY>
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<ENTRY>TIAAsele</ENTRY>
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</ROW>
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<ROW>
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<ENTRY>Growth</ENTRY>
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<ENTRY>CREFgrow</ENTRY>
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</ROW>
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</TBODY>
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</TGROUP>
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</TABLE>
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</PARA>
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<PARA>A sample image is shown below:
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<INLINEMEDIAOBJECT>
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<IMAGEOBJECT>
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<IMAGEDATA FILEREF="image/ticker-a.png">
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</IMAGEOBJECT>
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<TEXTOBJECT>
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<PHRASE>Sample Diagram</PHRASE>
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</TEXTOBJECT>
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</INLINEMEDIAOBJECT>
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</PARA>
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<PARA>To update the prices stored in a gnucash account file, run
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the command line command <APPLICATION>gnc-price</APPLICATION>, specifying the
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filename; for example:
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<COMMAND> gnc-prices myaccts.xac</COMMAND>
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</PARA>
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<PARA>Running this command will print various diagnostic messages
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to the screen while it loads data. It will work only when the
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host computer is attached to the Internet. It can function in
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conjunction with masquerading-style firewalls and proxy
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servers.
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</PARA>
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<PARA>The command can be run many times in one day; however, it
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will update the accounts at most once with the most recent
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trading days price data.
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Thus, if <APPLICATION>gnc-prices</APPLICATION> is run on Friday, Saturday,
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Sunday and Monday, only two price entries will be made: one
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containing Friday's data, and one containing Monday's data,
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since the Saturday and Sunday runs will only retrieve the
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Friday closing price.
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</PARA>
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<PARA>To keep <APPLICATION>gnc-prices</APPLICATION> from updating one account, while
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allowing it to update another account, merely mark the data
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source for that account as <SCREEN>(none)</SCREEN>. You can do this
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from the <GUIMENU>Edit Account</GUIMENU> window.
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</PARA>
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<PARA>After running <APPLICATION>gnc-prices</APPLICATION> for a few days, your
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accounts will begin to resemble the following:
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<INLINEMEDIAOBJECT>
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<IMAGEOBJECT>
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<IMAGEDATA FILEREF="image/ticker-b.png">
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</IMAGEOBJECT>
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<TEXTOBJECT>
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<PHRASE>Later Ticker Listing</PHRASE>
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</TEXTOBJECT>
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</INLINEMEDIAOBJECT>
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</PARA>
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</SECT1>
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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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