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git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@2344 57a11ea4-9604-0410-9ed3-97b8803252fd
318 lines
6.5 KiB
HTML
318 lines
6.5 KiB
HTML
<!DOCTYPE html PUBLIC "-//w3c//dtd html 4.0 transitional//en">
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<html>
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<head>
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<meta name="generator" content="HTML Tidy, see www.w3.org">
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<meta http-equiv="Content-Type" content=
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"text/html; charset=iso-8859-1">
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<title>Stock Ticker</title>
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<link rel="stylesheet" title="normal" type="text/css" href=
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"gnucash.css">
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</head>
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<body>
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<h1>Stock Pricing and Ticker Symbols</h1>
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GnuCash provides a somewhat rudimentary automated stock quote
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gathering system.
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<p>If a GnuCash <a href="xacc-acctypes.html#stockacct">stock
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account</a> is suitably configured, and the host computer is
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connected to the Internet, the program <tt>gnc-prices</tt> may
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be used to load stock and mutual fund price quotes from various
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web sites directly into GnuCash.</p>
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<p>To make use of this facility, the following must be
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done:</p>
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<ul>
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<li>Create an account and mark it as being of type "Mutual
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Fund" or "Stock".</li>
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<li>Enter a valid ticker symbol in the box marked
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"Security:"</li>
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<li>Select a quote source from the pull-down menu. Currently
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supported quote sources include <b>Yahoo</b>, <b>Yahoo
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Europe</b>, <b>Fidelity Investments</b>, <b>T. Rowe
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Price</b>, the <b>Vanguard Group</b>, <b>the Australian Stock
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Exchange</b> (ASX) and <b>TIAA-CREF</b>. Note that Yahoo will
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provide price quotes for many mutual funds <i>including</i>
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Fidelity, T.Rowe Price and Vanguard, and that the quoted
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prices at Yahoo <i>should</i> 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
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append the market code for the security, such as PA for
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Paris, BE for Berlin, etc. Example: 12150.PA (a Peugeot
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security in the Paris market).</li>
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<li>
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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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<ul>
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<li>Quotes from the <b>Australian Stock Exchange</b>
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(ASX) should be in Australian dollars (AUD).</li>
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<li>Quotes from <b>Yahoo Europe</b> should be in Euros
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(ECU)</li>
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<li>Quotes from <b>Yahoo</b>, <b>Fidelity
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Investments</b>, <b>T. Rowe Price</b> and the <b>Vanguard
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Group</b> should be in US Dollars (USD).</li>
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</ul>
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</li>
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</ul>
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<table>
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<caption>
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Code list for European markets
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</caption>
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<tr>
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<th>Code</th>
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<th>Market</th>
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</tr>
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<tr>
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<td>PA</td>
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<td>Paris</td>
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</tr>
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<tr>
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<td>BC</td>
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<td>Barcelona</td>
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</tr>
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<tr>
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<td>BE</td>
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<td>Berlin</td>
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</tr>
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<tr>
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<td>BI</td>
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<td>Bilbao</td>
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</tr>
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<tr>
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<td>BR</td>
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<td>Brême</td>
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</tr>
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<tr>
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<td>CO</td>
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<td>Copenhagen</td>
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</tr>
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<tr>
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<td>D</td>
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<td>Dusseldorf</td>
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</tr>
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<tr>
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<td>F</td>
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<td>Frankfurt</td>
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</tr>
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<tr>
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<td>H</td>
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<td>Hamburg</td>
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</tr>
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<tr>
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<td>HA</td>
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<td>Hanover</td>
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</tr>
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<tr>
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<td>L</td>
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<td>London</td>
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</tr>
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<tr>
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<td>MA</td>
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<td>Madrid</td>
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</tr>
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<tr>
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<td>MC</td>
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<td>Madrid (M.C.)</td>
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</tr>
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<tr>
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<td>MI</td>
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<td>Milan</td>
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</tr>
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<tr>
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<td>MU</td>
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<td>Munich</td>
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</tr>
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<tr>
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<td>O</td>
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<td>Oslo</td>
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</tr>
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<tr>
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<td>ST</td>
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<td>Stockholm</td>
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</tr>
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<tr>
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<td>SG</td>
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<td>Stuttgart</td>
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</tr>
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<tr>
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<td>VA</td>
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<td>Valence</td>
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</tr>
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<tr>
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<td>FX</td>
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<td>Xetra</td>
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</tr>
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</table>
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<table>
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<caption>
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Pseudo-symbols that can be used for TIAA-CREF quotes.
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</caption>
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<tr>
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<th>Name</th>
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<th>Pseudo-symbol</th>
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</tr>
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<tr>
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<td>Stock</td>
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<td>CREFstok</td>
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</tr>
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<tr>
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<td>Money Market</td>
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<td>CREFmony</td>
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</tr>
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<tr>
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<td>Equity Index</td>
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<td>CREFequi</td>
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</tr>
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<tr>
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<td>Inflation-Linked Bond</td>
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<td>CREFinfb</td>
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</tr>
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<tr>
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<td>Bond Market</td>
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<td>CREFbond</td>
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</tr>
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<tr>
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<td>TIAA Real Estate</td>
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<td>TIAAreal</td>
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</tr>
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<tr>
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<td>Social Choice</td>
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<td>CREFsoci</td>
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</tr>
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<tr>
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<td>Teachers PA Stock Index</td>
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<td>TIAAsndx</td>
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</tr>
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<tr>
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<td>Global Equities</td>
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<td>CREFglob</td>
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</tr>
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<tr>
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<td>Teachers PA Select Stock</td>
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<td>TIAAsele</td>
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</tr>
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<tr>
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<td>Growth</td>
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<td>CREFgrow</td>
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</tr>
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</table>
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<p>A sample image is shown below:<br>
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<img src="ticker-a.gif" alt="Sample Diagram"></p>
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<p>To update the prices stored in a gnucash account file, run
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the command line command <tt>gnc-price</tt>, specifying the
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filename; for example:</p>
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<pre>
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gnc-prices myaccts.xac
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</pre>
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<p>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.</p>
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<p>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.</p>
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<p>Thus, if <tt>gnc-prices</tt> 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.</p>
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<p>To keep <tt>gnc-prices</tt> 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 <tt>(none)</tt>. You can do this
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from the <tt>Edit Account</tt> window.</p>
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<p>After running <tt>gnc-prices</tt> for a few days, your
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accounts will begin to resemble the following:<br>
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<img src="ticker-b.gif" alt="Later Ticker Listing"></p>
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<hr>
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<p>Return to <a href="xacc-main.html">Main Documentation
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Page.</a></p>
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</body>
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</html>
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