The only extension that I've found for importing CSV into an investment account is Mike Bray's loadsectrans extension. It took about an hour for me to uncover this comment (which I think still holds true) which says that Buy and Sell transactions are not supported. Unfortunately, that's what I need. Anyone have a solution?
If you just want something to work quick, you can try to convert the CVS input into OFX then use existing import functionality to import the OFX file.
The advantage of this approach is that you can do it as a stand-alone tool and you can choose whatever tool/language you want. Getting started with extension dev is quite a challenge.
I've converted CSV files into QIF to import the transactions into Investment accounts, it needs to be noted that OFX does not support categories so is not great if the data is coming from another finance program, using external tools. The CSV had to be pristine and the actions had to be just right for it to work.
@hleofxquotes, I'm not sure how involved the OFX format is, but as a developer myself (mostly Maven and IntelliJ in recent years), I'd rather build (on) something that is more flexible (like Mike's configurable loadsectrans) and can be used by others. I'll check out your notes soon, but a question I have: having not used Python and Java together before (each separately) are there any good primers or pointers on what complication that brings to development?
Well, in MD, it's not Python, it's Jython.... Thus, you have access to all Java stuff whilst actually coding in Python format... Python is quick and easy. Java is more formal and requires compiling.... BUT if you are making a permanent extension, then probably Java is the way to go.... A bigger challenging is learning the MD dataset formats and how to call the APIs - same challenge with both...