investment portfolio extensions
When will the be brought over to moneydance 2015?
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1 Posted by Ian L on 20 Oct, 2015 05:41 PM
Hi David,
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.
Ian
Infinite Kind Support
2 Posted by dalefurrow (Fel... on 21 Oct, 2015 01:54 PM
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.
Ian...Google code has shut down, so I was thinking about migrating this project to github...does that work for you guys?
startTime 08:29:33.951
fileLoaded 08:29:42.121 8.170
bulkInfoLoaded 08:29:44.115 10.164
reportCalculated 08:29:44.576 10.625
endProcess 08:29:45.157 11.206
3 Posted by Ian L on 21 Oct, 2015 02:01 PM
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.
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.
Ian
Infinite Kind Support
4 Posted by David Taylor on 21 Oct, 2015 03:18 PM
Wow you guys are on the ball for service!
I assume the extension put the "investments reports" extension on the menu. That's great.
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.
Thanks!
David Taylor
5 Posted by dalefurrow (Fel... on 21 Oct, 2015 04:27 PM
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.
So what I haven't done is invoke another extension from this extension...it appears that this is here: http://infinitekind.com/dev/urischeme,
So I think that is of the form:
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.
6 Posted by David Taylor on 21 Oct, 2015 06:24 PM
you are awesome......
David Taylor
109 Summit Ave
Quincy, MA 02170
617-750-8891
7 Posted by Darren on 27 Oct, 2015 07:33 PM
Dale is this v114 of your extension? I've used it for a while now. It's great.
Still using Moneydance ver 2014.4(967)...if ain't broke don't fix it. :-)
8 Posted by dalefurrow (Fel... on 27 Oct, 2015 11:11 PM
Hey Darren;
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.
9 Posted by Darren on 02 Nov, 2015 11:44 PM
Hi Dale
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.
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.
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.
Cheers,
Darren
10 Posted by Jeff Stephenson on 21 Dec, 2015 05:16 PM
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.
Any thoughts?
11 Posted by dalefurrow (Fel... on 21 Dec, 2015 05:27 PM
Hi Jeff;
What version? Attached works fine for me in 2015.5(1225).. My java version (nor sure if it matters) is 1.8.0_65.
12 Posted by Jeff Stephenson on 21 Dec, 2015 05:32 PM
2015.6 (1299)
I am on Windows 10 PC
Java is 8.0.660.18, 64bit
13 Posted by dalefurrow (Fel... on 20 Jan, 2016 08:10 PM
All;
We are back up and running here . A couple items:
1. Jeff--so, I missed your last post...did the attached file (or the one attached here) work for you.
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.
3. David: The current version attached has an auto-refresh feature. Please check it out and let me know what you think.
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.
Thanks,
Dale
14 Posted by Darren on 21 Jan, 2016 11:22 PM
Thanks Dale. I will try the new version!
15 Posted by Darren on 21 Jan, 2016 11:39 PM
Hi Dale,
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.
The error log is attached.
16 Posted by dalefurrow (Fel... on 22 Jan, 2016 05:39 PM
Darren;
Yeah, I got the same...a legacy of switching over currency id's from integers in 2014 to strings in 2015. Try this one.
Thanks,
Dale
17 Posted by Darren on 22 Jan, 2016 06:35 PM
Dale
New version works.
Thankyou!
Darren
18 Posted by dalefurrow (Fel... on 22 Jan, 2016 06:37 PM
Thanks for helping with testing! I haven't tried that configuration in awhile....
19 Posted by Jeff Stephenson on 22 Jan, 2016 06:37 PM
Jeff Stephenson
Sent from my iPhone
[email blocked]<mailto:[email blocked]>
619-743-4350
20 Posted by dalefurrow (Fel... on 15 Feb, 2016 06:19 PM
Ian;
New version ready to build at github here: Please let me know when this goes to production.
Thanks,
Dale
21 Posted by Ian L on 17 Feb, 2016 01:49 PM
Thanks, Dale. Sean is away for a week, but I'll ask him upload this once he returns.
Ian
Infinite Kind Support
22 Posted by dalefurrow (Fel... on 29 Mar, 2016 07:05 PM
Ian;
Status on this? I still don't see it out there.
Thanks,
Dale
23 Posted by Ian L on 29 Mar, 2016 10:02 PM
It looks like he hasn't uploaded it yet. I'll remind him about it. Sorry for the delay!
Ian L
Infinite Kind Support
24 Posted by dalefurrow (Fel... on 19 May, 2016 07:00 PM
Ian:
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.
Thanks,
Dale
25 Posted by Darren on 19 May, 2016 07:15 PM
This extension is a great addition to MD. Two thumbs up Dale.
Support Staff 26 Posted by Sean Reilly on 21 May, 2016 09:39 PM
Hi Dale,
I'm so sorry for taking so long to review and post the extension. It's now available in the public extension list.
Thanks for your great work on it!
Sean Reilly
Developer, The Infinite Kind
http://infinitekind.com
System closed this discussion on 02 Oct, 2016 02:33 AM.