[GNC] Using GnuCash Wiki: Add Stock Page: Screenshots Added

R Losey rlosey at gmail.com
Wed Oct 12 16:38:07 EDT 2022


...and so I need to tweak the updates I made in the Wiki recently.

On Tue, Oct 11, 2022 at 11:03 PM john <jralls at ceridwen.us> wrote:

>
>
> > On Oct 11, 2022, at 5:06 PM, Frank H. Ellenberger <
> frank.h.ellenberger at gmail.com> wrote:
> >
> >
> >
> > Am 12.10.22 um 01:34 schrieb R Losey:
> >> In GnuCash 4.12 on my Mac, I don't have a "Type" field -- it's called
> "Name
> >> Space" instead... I thought one needed to put the correct exchange
> there,
> >> but now I'm not sure.
> >
> > Before we had used in different GUI elements different names for the
> same thing.
> >
> > And we dropped the US centric and outdated list, which had confused many
> users. Similar to the account code you can create your own system to
> structure your investments.
> >
> > The name of the exchange has only to be set inn some cases as F::Q
> source.
>
> The namespace isn't even passed to F::Q. F::Q wouldn't know what to do
> with it. F::Q wants a quote source (e.g. yahoo_json, alphavantage, aex,
> etc.) and a symbol. If you're using F::Q you need to make sure that the
> symbol you set is the one that the quote source you choose understands for
> that particular security.
>
> Namespaces are useful for symbol disambiguation. Although I don't know of
> a specific example, it's easily conceivable that the same symbol is used in
> different price sources referring to different stocks. The price database
> generally uses namespace and symbol for lookups, so putting the two
> securities in different namespaces allows the price database to easily find
> the right one when creating prices.
>
> Absent duplication they're useful for you to categorize your holdings. You
> can use any arbitrary scheme you like: Exchange, industry, country, holding
> category (e.g. speculative, growth, value); however it makes sense to you
> to sort your investments. You can also use none at all, in which case
> GnuCash will create a Non-Currency category for you. Remember that the
> CURRENCY namespace is special, hard-conded, and restricted to currencies
> (including obsolete ones) recognized by the ISO-4217 committee.
>
> When the feature was originally written some 20 or so years ago the author
> hard-coded some US stock exchanges--NYSE, NASDEX, AMEX, etc.as examples.
> We've found that to confuse a lot of users, making them think that those
> were the only choices, or that the categories had to be exchanges, so we
> removed them a few releases ago while working on something related.
>
> Regards,
> John Ralls
>
>

-- 
_________________________________
Richard Losey
rlosey at gmail.com
Micah 6:8


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