Difference between revisions of "Online Quotes"

Revision as of 10:52, 30 April 2018

Overview

GnuCash stores the share price of investments in an internal price database. Although it is possible to enter prices manually into the price database, it is more convenient to update them from online sources. GnuCash uses an external Perl module called Finance::Quote at sourceforge, CPAN and GitHub (F::Q) to fetch these quotes online. Finance::Quote gathers its price data from several websites around the world that provide this information in different ways. Some offer

• an API like JSON or YQL,
• downloads, usually as CSV file, and finally
• quite literally by extracting information from the web page itself.

Because websites change frequently we advise you to keep Finance::Quote up-to-date.

The GnuCash Help includes instructions on setting up online quotes.

Finance::Quote is external to GnuCash. Thus, for it to work, you need Perl installed (see below), and occasionally you will need to update it separately from GnuCash.

For your convenience, we ship a bunch of gnc-fq-* programs, which again are Perl scripts:

gnc-fq-check

returns the version number and the list of available F::Q modules,

gnc-fq-update

installs or updates F::Q and its dependencies,

gnc-fq-dump

returns data for a source and a list of symbols,

gnc-fq-helper

a filter, which does the same, but in- and output are Scheme expressions.

Requirements

Perl

F::Q relies on Perl, which must be installed. Perl is handled differently on the different operating systems.

• Unix (Linux, AIX, *BSD, HPUX, Solaris,...): Perl is probably already installed or gets installed as dependency, if you install Finance::Quote by your systems package manager. Run perl -v on a command line to get the version number. If that fails, use your package manager to install it.
• Mac OS X: Perl is already installed. Open a Terminal application (in the Utilities folder of your Applications folder) and run perl -v to see the version number.
• Windows: <to be moved from Windows#Finance::Quote etc.>

Source: [1]

Note

While unixoid operating systems use a shebang #! to associate perl scripts with the perl interpreter, others might fail. So, if you get an error like

gnc-fq-check is not recognized as an internal or external command, operable program or batch file

you should repeat the command with a preceeding perl:

perl gnc-fq-check

Finance::Quote

As mentioned previously, Finance::Quote is a Perl module that must be installed to enable online quote fetching. Finance::Quote, in turn, depends on a number of other Perl modules.

Note: You can re-run the Windows or MacOS installation tools as often as you like or you can use CPAN as explained below.

You can check the version and the list of available modules by running

gnc-fq-check

from the command line.

Using CPAN:

perl -MCPAN -e shell
# Either, if F::Q is missing, install it with
  install Finance::Quote
# or, if F::Q is outdated, update it with
  upgrade Finance::Quote
# finally check for Date::Manip
  install Date::Manip
# and exit:
  q

Note

On the first run of cpan it needs some configuration:

CPAN.pm requires configuration, but most of it can be done automatically.
If you answer 'no' below, you will enter an interactive dialog for each
configuration option instead.

Would you like to configure as much as possible automatically? [yes]

It is usually save to accept the defaults.

Troubleshooting

Depending on your operating system, there are other ways to install F::Q.

FAQ#Q: How do I install Finance::Quote on a Mac?

Windows#Finance::Quote

FAQ#Q: How do I fix a system error when getting stock quotes?

• Linux:

If there is no recent perl-finance-quote offered by your package manager do the following:

As root (su / sudo) run the GnuCash Finance Quote update script

gnc-fq-update

It will install Finance::Quote and its dependencies.

• Some (Ubuntu based) distributions removed it from the package. In this case you can download it from github.

• In the first line replace @-PERL-@ with the path to your perl executable, e.g., /usr/bin/perl and mark the file as executable.

A discussion of how to fix it in Ubuntu can be found at [2].

That script, as of 2.6.12, uses CPAN to install:

• Date::Manip
• Finance::Quote

• MacOs:

• from a Terminal prompt:

/Applications/Gnucash.app/Contents/Resources/bin/gnc-fq-update

• Or use the applet that runs it from Finder in the dmg.

Both the Microsoft Windows and MacOS X GnuCash packages include update tools for Finance::Quote. In Windows it's called "Install Online Banking" and it's located in the GnuCash group in the Start Menu. In OS X it's "Update Finance::Quote" and it's in the dmg along with GnuCash.

Updating enabled Quotes from outside GnuCash

You can run

gnucash --add-price-quotes /path/to/file.gnucash

or on MacOSX:

 /Applications/Gnucash.app/Contents/MacOS/Gnucash --add-price-quotes /Users/<username>/Documents/test.gnucash

to update all enabled quotes.

Warning About Open Files

Updating quotes will modify the GNUCash file/database. As multi-user access is not supported, the file/database should be closed prior to updating quotes.

Cron and Non-X Usage

If you attempt to do that without dbus running (for example, from a cron job or ssh without X forwarding), you may get errors such as

GConf Error: Failed to contact configuration server; the most common cause is a missing or misconfigured D-Bus session bus daemon. 
See http://projects.gnome.org/gconf/ for information. 
(Details -  1: Not running within active session)

One resolution for this, courtesy of SyncEvolution - The Missing Link, is to launch dbus for the duration of the quote retrieval with a cron command similar to:

env `dbus-launch` sh -c 'trap "kill $DBUS_SESSION_BUS_PID" EXIT; gnucash --add-price-quotes /path/to/file.gnucash'

Note: This has been documented in Bug #639776.

Technical Details

Where the F::Q files are stored depends on your OS/Distro:

• Linux depends on the way it was installed:
  • by package manager: /usr/share/perl5/[vendor/]Finance/Quote
  • by CPAN or gnc-fq-update: /usr/share/perl5/site/Finance/Quote
  • self compiled: /usr/local/share/perl/5.xx.x/Finance/Quote
• Windows: C:\Perl\site\lib\Finance\Quote

You can get the path by running:

perldoc -lm Finance::Quote

(Tested on Linux. Please update for: MacOS, Windows)

Documentation

• Development Snapshot
• 5.10 Help