Of historic FX rates - these are stored to only two decimals Unfortunately, Yahoo! is a little bone-headed in its implementation Note how the date specification is very general This backpopulates the database with historic prices for these Thanks to the underlying Date::Manip module.īeancounter fxbackpopulate -prevdate '1 year ago' \ This backpopulates the database with historic prices for three This adds these three Linux companies to the database without addingīeancounter backpopulate -prevdate '1 year ago' \ General stock info tables via an implicit call of the stockinfo This adds IBM to the 401k portfolio of Joe, as well as SP500 Whereas the overall selection comes from the stockinfo table.īeancounter addportfolio IBM:100:USD:401k:joe:90.25:20000320 \ The -restriction argument will be applied to the portfolio table, Returned from Yahoo! (which happens every now and so often), butīe careful to correct for this on public holidays. forceupdate option lets the program corrects incorrect dates (unless the -restriction argument instructs otherwise). All stocks held in the database are updated Open, low, high, close, volume) with data for the current day,Īnd overwrites static data (such as capital, price/earnings. This updates the database: it extends timeseries data (such as
#Beancounter literotica update#
EXAMPLES beancounter update -forceupdate today It should run under any standard Unix as long as the required Perl modules are installed, as as long as the database backend is found. Using the powerful date-parsing routine available to Perl (thanks to the Date::Manip modules), you can simply say 'from six months ago to today' (see below for examples).īeancounter has been written and tested under Linux. the Continent as well as Great Britain), several Asian stock markets, Australia and New Zealand.īeancounter can aggregate the change in value for the entire portfolio over arbitrary time horizons (provided historical data has either been gathered or has been backpopulated). Several canned reports types are already available.ĭata is retrieved very efficiently in a single batch query per Yahoo! host from the Yahoo! Finance web sites using Finance::YahooQuote module (where version 0.18 or newer is required for proxy support). The second main mode is data analysis where the stored data is evaluated to provide performance information.
#Beancounter literotica driver#
end-of-day closing prices) and historical price data (to back-populate the database) can be retrieved both automatically and efficiently with subsequent local storage in a relational database system (either PostgreSQL, MySQL or SQLite) though any other system with an ODBC driver could be used). The first main mode is data gathering: both current data (e.g. dbname name use db name, default is beancounter DESCRIPTIONīeancounter gathers and analyses stock market data to evaluate portfolio performance. dbsystem system use db backend system, default is PostgreSQL splitby arg split stock history + position by this factor ubcfx use/skip FX from UBC's Sauder school, default skip equityupdate enforce/suppress Equity update, default is update commit enforce/suppress database update, default is commit fxupdate enforce/suppress FX update, default is update rcfile file use different configuration file forceupdate date force db to store new price info with date prevdate date relative to this date (yesterday) verbose more verbose operation, debugging Warranty display the short GNU GPL statement OPTIONS -help show this help Update update the database with day's data Status status summary report for portfolio Retracement report unrealized losses from highs (drawdowns) Plreport run an portfolio p/l report rel. fill with historic data for currency(ies) delete given stock(s) from databaseĭestroydb delete the BeanCounter databaseįxbackpopulate arg. set stock(s) inactive in stockinfo tableĭelete arg. fill with historic data for given stock(s)Ĭheckdbconnection test if connection to db can be establishedĭailyjob combines update, dayendreport, status + riskĭayendreport reports p/l changes relative to previous dayĭeactivate symbol. add stock(s) with symbol arg to the databaseĪdvancement report on unrealized gains from lowsīackpopulate arg. Portfolio with optional 'type' and 'owner'Īllreports combines dayendreport, status and riskĪddstock arg.
Beancounter - Stock portfolio performance monitor tool SYNOPSYSīeancounter command COMMANDS addindex index args add stock(s) to market index 'indx'Īdd 'nb' stocks of company with symbol 'sym'
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