Difference between revisions of "Online Quotes"

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(Update to April 2016.)
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[[GnuCash]] can update your price database by fetching quotes online via the [http://en.wikipedia.org/wiki/Perl Perl] module [http://finance-quote.sourceforge.net/ Finance::Quote].
 
[[GnuCash]] can update your price database by fetching quotes online via the [http://en.wikipedia.org/wiki/Perl Perl] module [http://finance-quote.sourceforge.net/ Finance::Quote].
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'''Note:''' 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.
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'''Note:''' Because websites change frequently we advise you to keep Finance::Quote up-to-date. You can re-run the Windows or OS X installation tools as often as you like or you can use '''CPAN''' as explained below.
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==Requirements==
 
==Requirements==
 
===Perl===
 
===Perl===
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from the command line.
 
from the command line.
  
'''Update:''' In Feb 2014 Yahoo changed their URL. So '''F::Q 1.20''' is required.
 
 
* If F::Q is missing or outdated, you need to install or update it. It can be done with
 
* If F::Q is missing or outdated, you need to install or update it. It can be done with
 
  perl -MCPAN -e shell
 
  perl -MCPAN -e shell
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:respective
 
:respective
 
   upgrade Finance::Quote
 
   upgrade Finance::Quote
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 +
You also need
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  install Date::Manip
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But there are easier ways depending on your operating system:
 
But there are easier ways depending on your operating system:
 
:[[FAQ#Q: How do I install Finance::Quote on a Mac?]]
 
:[[FAQ#Q: How do I install Finance::Quote on a Mac?]]
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::A discussion of how to set it up (in Ubuntu) can be found at [http://gnucash.1415818.n4.nabble.com/Installing-activeperl-for-automatic-retrieval-of-quotes-td4656798.html].
 
::A discussion of how to set it up (in Ubuntu) can be found at [http://gnucash.1415818.n4.nabble.com/Installing-activeperl-for-automatic-retrieval-of-quotes-td4656798.html].
  
That script, as of 2.4.0, uses CPAN to install:
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That script, as of 2.6.12, uses CPAN to install:
* LWP
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* Date::Manip
 
* Date::Manip
* HTML::Parser
 
* HTML::TableExtract
 
* Crypt::SSLeay
 
 
* Finance::Quote
 
* Finance::Quote
  
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==Warning About Open Files==
 
==Warning About Open Files==
  
Updating quotes will modify the GNUCash file/database. As multi-user access is not supported (as of 2.4), the file/database should be closed prior to updating quotes.
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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==
 
==cron and Non-X Usage==

Revision as of 22:34, 10 April 2016

GnuCash can update your price database by fetching quotes online via the Perl module Finance::Quote.

Note: 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.

Note: Because websites change frequently we advise you to keep Finance::Quote up-to-date. You can re-run the Windows or OS X installation tools as often as you like or you can use CPAN as explained below.

Requirements

Perl

  • Unix (Linux, Solaris, AIX, HPUX,...): You probably already have perl installed. Type perl -v on a command line to get the version number. If not, use your package manager to install it.
  • Mac OS X already has Perl installed. Open a Terminal application (in the Utilities folder of your Applications folder) and run perl -v to the version number.
  • Windows: <to be moved from Windows#Finance::Quote etc.>

Source: [1]

Finance::Quote

You need to install several Perl modules to get online quotes. While the error message may be about Finance::Quote not being installed properly, that module alone is not sufficient.

  • You can check the version and the list of available modules by running
gnc-fq-check

from the command line.

  • If F::Q is missing or outdated, you need to install or update it. It can be done with
perl -MCPAN -e shell
 install Finance::Quote 
respective
 upgrade Finance::Quote

You also need

  install Date::Manip

But there are easier ways depending on your operating system:

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 set it up (in Ubuntu) can be found at [2].

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

  • Date::Manip
  • Finance::Quote

Then read the instructions.

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 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

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 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