tag:infinitekind.tenderapp.com,2009-01-14:/discussions/moneydance-development/1310-investment-portfolio-extensionsInfinite Kind: Discussion 2020-09-05T18:32:40Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-10-20T17:41:33Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>Hi David,</p>
<p>It looks like the maintainer of the extension has done some work
to update it for 2015, but I don't think he's released it yet. I
sent him an email asking him about it. I've also added him to this
discussion, so maybe he'll chime in here.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-10-21T13:54:45Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>Yeah I'm here. We have updated it for 2015, and added a lot of
features. The (unsigned) mxt file is attached. David, we'd
appreciate it if you could give it a spin and report back if there
are issues. I've been using it for some months now, and it's worked
fine for me. The 2015 version is slower, about 3 seconds for
loading up the report objects, calculating report and displaying
(see log below)...the other developer was going to do some testing
to see if we could bring that down, but I haven't followed up with
him. I will do so today, so we can either do further testing or
wrap this up and get it out.<br>
Ian...Google code has shut down, so I was thinking about migrating
this project to github...does that work for you guys?</p>
<p>startTime 08:29:33.951<br>
fileLoaded 08:29:42.121 8.170<br>
bulkInfoLoaded 08:29:44.115 10.164<br>
reportCalculated 08:29:44.576 10.625<br>
endProcess 08:29:45.157 11.206</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-10-21T14:01:31Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>GitHub works fine for us. We'd only need to migrate it our
Bitbucket repo if we were taking over maintenance. Just let me know
where you move it, if it's not automatically linked from the Google
Code page.</p>
<p>Thanks for the update! Let me know when you have a version ready
for us to sign and I'll pass it on to Sean.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-10-21T15:18:27Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>Wow you guys are on the ball for service!</p>
<p>I assume the extension put the "investments reports" extension
on the menu. That's great.</p>
<p>I hate to ask, but what we really need is an online version of
this report that we can keep up all day long to look at the
performance of our portfolio.</p>
<p>Thanks!<br>
David Taylor</p></div>David Taylortag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-10-21T16:27:20Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>Hmm...right now this thing uses getRawRateByDateInt method to
pull the price given a specific date...it's really built for
end-of-day reporting, not so much intra-day...I just checked, and
if the date is set for today, it will use the latest price, which
will be refreshed by Quotes and Exchange Rate extension...so in
order to do that, I would need to be able to kick off a refresh on
that extension, then reload reports, and refresh the tables.<br>
So what I haven't done is invoke another extension from this
extension...it appears that this is here: <a href="http://infinitekind.com/dev/urischeme">http://infinitekind.com/dev/urischeme</a>,<br>
So I think that is of the form:<br>
moneydance:fmodule::* Calls invoke(String restOfURI) method on the
extension with ID . The rest of the URI is passed to the invoke
method. So it should be moneydance:fmodule::yahooqt, right? I don't
have time to test this at the moment, but will do so later.</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-10-21T18:24:29Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>you are awesome......</p>
<p>David Taylor<br>
109 Summit Ave<br>
Quincy, MA 02170<br>
617-750-8891</p></div>David Taylortag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-10-27T19:33:35Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>Dale is this v114 of your extension? I've used it for a while
now. It's great.</p>
<p>Still using Moneydance ver 2014.4(967)...if ain't broke don't
fix it. :-)</p></div>Darrentag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-10-27T23:11:49Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>Hey Darren;<br>
No this is the version for 2015...Y, I have V114 for the last build
in 2014, which is functionally the same as the 2015 version. For
avoidance of doubt, I have attached the last build I did in 2014
before we created the new branch.</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-11-02T23:44:48Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>Hi Dale</p>
<p>Thanks again for your efforts. FYI I resolved an interesting
problem related to the extension. I find that if I use the SellXfr
function on an investment account entry to sell a stock and
transfer the funds to another account, the extension won't pick up
the inbound funds and thus throw off the cash balance of the
account that funds are being transferred into.</p>
<p>So, the funds leave account A and cash balance in account A
within the snapshot report is OK, however the funds don't get
picked up by the extension and deposited into Account B, so Account
B is short the funds in the snapshot report. The register in MD
shows the transaction correctly, but the extension does not.</p>
<p>To resolve: I changed the transaction in account A to a Sell
then add an additional transaction Xfr to move the cash to account
B. Both accounts now show the correct balance in the extension. I
thought I would point this out in case others are seeing the same
issue.</p>
<p>Cheers,<br>
Darren</p></div>Darrentag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-12-21T17:16:00Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>I tried installing this extension and it comes back with an
error "There was an error loading the extension file:
java.util.zip.ZipeException: zip file is empty.</p>
<p>Any thoughts?</p></div>Jeff Stephensontag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-12-21T17:27:20Z2015-12-22T23:06:55Zinvestment portfolio extensions<div><p>Hi Jeff;<br>
What version? Attached works fine for me in 2015.5(1225).. My java
version (nor sure if it matters) is 1.8.0_65.</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072015-12-21T17:32:31Z2015-12-22T23:06:54Zinvestment portfolio extensions<div><p>2015.6 (1299)<br>
I am on Windows 10 PC<br>
Java is 8.0.660.18, 64bit</p></div>Jeff Stephensontag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-01-20T20:10:23Z2016-01-20T20:10:23Zinvestment portfolio extensions<div><p>All;<br>
We are back up and running <a href="https://github.com/dkfurrow/moneydance-investment-reports">here</a>
. A couple items:<br>
1. Jeff--so, I missed your last post...did the attached file (or
the one attached here) work for you.<br>
2. Darren; Yeah--right now the program treats BuyXfer and SellXfer
as transfers to checking or expense--I didn't check to see if the
transfer was going to another investment account...I updated the
help file, but it didn't seem like a big enough issue to warrant a
code change...I'm not a big fan of those transaction types in the
first place, honestly.<br>
3. David: The current version attached has an auto-refresh feature.
Please check it out and let me know what you think.<br>
4. Ian...The other developer is reviewing the current build, I
expect we'll be ready shortly...if you want to fork the project
over to your account that'd be great, and if you have any pull
requests we can certainly review them.<br>
Thanks,<br>
Dale</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-01-21T23:22:07Z2016-01-21T23:35:14Zinvestment portfolio extensions<div><p>Thanks Dale. I will try the new version!</p></div>Darrentag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-01-21T23:39:51Z2016-01-21T23:39:51Zinvestment portfolio extensions<div><p>Hi Dale,</p>
<p>The new version runs fine except when I select "aggregate by
ticker" under report options. This was happening with the previous
version also. If I select the other two options everything is
OK.</p>
<p>The error log is attached.</p></div>Darrentag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-01-22T17:39:42Z2016-01-22T17:39:42Zinvestment portfolio extensions<div><p>Darren;<br>
Yeah, I got the same...a legacy of switching over currency id's
from integers in 2014 to strings in 2015. Try this one.<br>
Thanks,<br>
Dale</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-01-22T18:35:33Z2016-01-22T18:35:33Zinvestment portfolio extensions<div><p>Dale<br>
New version works.<br>
Thankyou!<br>
Darren</p></div>Darrentag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-01-22T18:37:04Z2016-01-22T18:37:04Zinvestment portfolio extensions<div><p>Thanks for helping with testing! I haven't tried that
configuration in awhile....</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-01-22T18:37:07Z2016-01-22T18:37:07Zinvestment portfolio extensions<div><p>Jeff Stephenson<br>
Sent from my iPhone<br>
<a href="mailto:jw@tami.com">jw@tami.com</a><a href="mailto:jw@tami.com">jw@tami.com</a><br>
619-743-4350</p></div>Jeff Stephensontag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-02-15T18:19:45Z2016-02-15T18:19:45Zinvestment portfolio extensions<div><p>Ian;<br>
New version ready to build at github <a href="https://github.com/dkfurrow/moneydance-investment-reports.git">here:</a>
Please let me know when this goes to production.<br>
Thanks,<br>
Dale</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-02-17T13:49:59Z2016-02-17T13:49:59Zinvestment portfolio extensions<div><p>Thanks, Dale. Sean is away for a week, but I'll ask him upload
this once he returns.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-03-29T19:05:07Z2016-03-29T19:05:07Zinvestment portfolio extensions<div><p>Ian;<br>
Status on this? I still don't see it out there.<br>
Thanks,<br>
Dale</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-03-29T22:02:20Z2016-03-29T22:02:20Zinvestment portfolio extensions<div><p>It looks like he hasn't uploaded it yet. I'll remind him about
it. Sorry for the delay!</p>
<p>Ian L<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-05-19T19:00:00Z2016-05-19T19:00:00Zinvestment portfolio extensions<div><p>Ian:<br>
It looks to me that the extension still hasn't been posted. This is
the third (and last) time I'll ask that you do so.</p>
<p>Thanks,<br>
Dale</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-05-19T19:15:52Z2016-05-19T19:15:52Zinvestment portfolio extensions<div><p>This extension is a great addition to MD. Two thumbs up
Dale.</p></div>Darrentag:infinitekind.tenderapp.com,2009-01-14:Comment/382485072016-05-21T21:39:00Z2016-05-21T21:39:00Zinvestment portfolio extensions<div><p>Hi Dale,</p>
<p>I'm so sorry for taking so long to review and post the
extension. It's now available in the public extension list.</p>
<p>Thanks for your great work on it!</p>
<p>Sean Reilly<br>
Developer, The Infinite Kind<br>
<a href="http://infinitekind.com">http://infinitekind.com</a></p></div>Sean Reilly