Entering mutual fund in KMM 4.7.2 without finding online source

aga agander93 at gmail.com
Fri Apr 8 12:38:35 UTC 2016


On 03/04/16 21:39, Louis-Philippe Allard wrote:
> Quoting Thomas Baumgart <thb at net-bembel.de <mailto: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.

If it's of any help, I was able to obtain a price using Google CA that 
appears in my kmm.

Allan


>>> 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.investments.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.
>
> Thanks!
>



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