[Kmymoney] Prices for South African Unit Trusts

[timothy]

Hi Christian

1) Yes ZA_UnitTrusts is a Finance::Quote source in version 1.35 for sure
and possibly earlier. How do you want this handled? Should I file an
official bug report?

2) Yes I have tried adding the web page ID as a trading symbol and it
works fine. However it is a cumbersome 10+ character code, so I modified
financequote.pl which is the KMM interface to Finance::Quote to do the
mapping from the trading symbol and to branch to ZA_UnitTrusts.pm or
ZA.pm for trusts or shares as necessary.

financequote.pl is of course used by other sources than South Africa, so
these mods are really for own use, but the perl module could be used to
keep the input side standard for all users. The web page ID has still
got to be put into the perl code for every new fund, but a test for the
source makes sure that very little unnecessary work is done in
financequote.pl for other users.

Regards
Timothy


On Mon, 2015-01-05 at 15:21 +0200, Cristian Oneț wrote:
> 2015-01-03 11:22 GMT+02:00 timothy <timboyle at afrihost.co.za>:
> >
> > Hi
> Hi,
> 
> >
> > KMyMoney Version 4.7.90 using KDE Development Platform 4.14.2 on Mint
> > 17.1 Rebecca.
> >
> > I have recently had to re-install Finance::Quote and note that version
> > 1.35 has a module ZA_UnitTrusts.pm. Up to now I have not been able to
> > get prices for South African unit trusts since ZA.pm with Sharenet only
> > returned share prices.
> >
> > I would like to be able to add  SA Unit Trusts to the online sources
> > list to enable users to get prices for these units?
> 
> If ZA_UnitTrusts is a Finance::Quote source it should appear in KMyMoney.
> 
> >
> > One other point is that the ZA_UnitTrusts.pm module does not accept
> > stock or trading symbols since one cannot index directly to the web page
> > with them. This requires initial PT to get the web page ID and then use
> > that instead of the trading symbol.
> >
> > Is there any way that one could still use the universal trading symbol
> > and have that mapped to the user input web page ID?
> 
> Are you asking if KMyMoney can do this? It does not have support for
> such a mapping as far as I know. Why not add the "web page ID" in the
> "trading symbol" field in KMyMoney. You can still recognize the
> investment by name that way.
> 
> Regards,
> Cristian
> 
> >
> > Regards
> > Timothy
> >
> >
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