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NOOB Investment Account Structure

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Dan P

25 Apr, 2019 04:57 PM

Hello all. I'm trying to learn java and extensions but I'm having a difficult time with the MD structure. I have the api help but nothing seems to link together in my little brain. Specifically, how do I access the securities in an Investment Account? If in look at the value in an account list I see a cash value of 0 but a total value of all the securities. In the api help, I can't see where to locate them.
Can someone give me a hint? Is there a structure diagram that I'm missing in the api?

Thanks!

1. 1 Posted by dalefurrow (Fel... on 25 Apr, 2019 10:27 PM

   

   Hi Dan:
   Here's an example https://github.com/dkfurrow/moneydance-investment-reports/blob/mast...

   Line 146 has method getSelectedSubAccounts, that pulls accounts of any types under a referenced parent account. It's used in various places in Investment Reports, gets top-level investment accounts and subordinate security accounts. That should get you started.
   Thanks,
   Dale

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2. 2 Posted by Dan P on 25 Apr, 2019 11:35 PM

   

   Thanks Dale! I'll give it a look.

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3. 3 Posted by Mike Bray (Quot... on 26 Apr, 2019 07:00 AM

   

   Hi Dan

   You might want to have a look at this:

   https://bitbucket.org/mikerb/moneydance-2019/wiki/Moneydance%20Info...

   I wrote it when I was learning Java and extension building.

   Also that site has several extensions on it and you can see the source.

   Regards
   Mike

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4. 4 Posted by Dan P on 26 Apr, 2019 06:08 PM

   

   Thanks Dale and Mike! Both of your suggestions will be helpful. I especially appreciate Mike's wiki and the flow chart is very nice!

   Dan

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5. Dan P closed this discussion on 12 Jun, 2019 03:35 PM.