Entering mutual fund in KMM 4.7.2 without finding online source

[Thomas Baumgart]

Hi Louis-Philippe,

On Sunday 03 April 2016 16:39:04 Louis-Philippe Allard wrote:

>   Quoting Thomas Baumgart <thb at net-bembel.de>:
> > Hi Louis-Philippe,
> > 
> > On Saturday 02 April 2016 19:20:13 Louis-Philippe Allard wrote:
> >> Hello,
> >> 
> >> I am trying to enter several mutual funds in KMM but their trading
> >> symbol is not on any of the provided online sources in KMM's security
> >> dialob box.
> >> 
> >> The only remaining choice is to update the prices manually, but this
> >> is cumbersome and I'd rather rely on a reliable online source to
> >> update currencies and securities.
> >> 
> >> One example of mutual fund I am trying to integrate in KMM is
> >> http://quote.morningstar.ca/quicktakes/fund/f_ca.aspx?t=F0CAN05NHD&region
> >> =ca n&culture=en-CA
> >> 
> >> This is a canadian MF.  The symbol is CIG2601 (if you google this you
> >> will inevitably get either the investment firm's website or the
> >> Morningstar quote site which lists all of my other MF as well..
> >> 
> >> Is it possible to add morningstar to the list of online sources in
> >> KMM, or if not, how can use morningstar's website as online update
> >> service?
> > 
> > Did you have a look at
> > https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.investme
> > nts.prices.html#details.investments.onlinequotes already? At the bottom of
> > this page we explain how to add new quote sources. A
> > bit of regular expression foo is required to extract the price from a web-
> > site. In case you don't have that, I am sure someone here on the user
> > mailing list can help out.
> > 
> > Hope that helps.
> > 
> > --
> > 
> > Regards
> > 
> > Thomas Baumgart
> > 
> > GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
> > -------------------------------------------------------------
> > Embedded Linux: because you can't do control-alt-delete on a
> > pacemaker.-------------------------------------------------------------
> 
> Hello Thomas,
> 
> thanks for pointing out the documentation section on adding new online
> quote sources.  I have never played with regex before (but I am aware
> on what they do and roughly how they work), I will give it a try to
> add morningstar to the list of sources, but on the other hand I also
> believe for most north american investers, morningstar is a good
> reliable source for quotes since they are well established in the
> sector.  North Amewrican KMM users and perhaps international users as
> well would certainly benefit from having morningstar added to the list.
> 
> On 5 mutual funds I hold, 3 are not available on yahoo or google
> finance, and are only available on morningstar site.  They also appear
> to have a huge API capability and some development functionalities...
> 
> Like I said, I will give a try to add it to my KMM install but I
> cannot guarantee its gonna work well due to my lack of coding
> experience.

Once you have something, you can certainly send it to the developer list at 
"kmymoney-devel at kde.org". If it is not fully functional one of the developers 
can most certainly help out and even add it to the standard set so that others 
benefit from your work (that's what open source is all about).

Regards

Thomas


-- 

Regards

Thomas Baumgart

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