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Software conundrums for managing my portfolio

Discussions regarding financial software
Maverick
Posts: 4
Joined: March 26th, 2018, 3:51 pm

Software conundrums for managing my portfolio

#128107

Postby Maverick » March 26th, 2018, 3:58 pm

Hi all - Newbie here.

I have been using Excel to manage my portfolio for the past 3 or 4 years, and developed quite a good tool for this. One key feature was to show share price history, holding, MTM and orders all on the same chart.

I started off using Yahoo as the data source for my query, but they shut down this service or something so I swapped to Google Finance. It seems like this has now also gone (unless anyone knows different) so I am thinking of giving up with Excel and finding an off the shelf package. However, I really want the ability to see historic data as listed above.

Anyone any ideas?

Thanks

Maverick.

Breelander
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Re: Software conundrums for managing my portfolio

#128137

Postby Breelander » March 26th, 2018, 6:33 pm

Maverick wrote:I started off using Yahoo as the data source for my query, but they shut down this service or something so I swapped to Google Finance...


Yahoo can still be used, see the LemonFool Financial Software repository.

Yahoo had a API which allowed the download of a lot of user-selectable data into a CSV file, for up to 200 stocks at a time. Unfortunately, this API was discontinued in November 2017.

There is an alternative Yahoo source, though less convenient...
http://lemonfoolfinancialsoftware.weebl ... nload.html

The HYPTUSS uses Yahoo and it's a constant battle for Kiloran/Itsallaguess to keep up with the moving target of Yahoo's price data.

http://lemonfoolfinancialsoftware.weebl ... op-up.html

kiloran
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Re: Software conundrums for managing my portfolio

#128156

Postby kiloran » March 26th, 2018, 7:39 pm

There's also the Simple Yahoo Price Scrape as a potential data source.
http://lemonfoolfinancialsoftware.weebl ... crape.html

--kiloran

Maverick
Posts: 4
Joined: March 26th, 2018, 3:51 pm

Re: Software conundrums for managing my portfolio

#128387

Postby Maverick » March 27th, 2018, 4:59 pm

Thank you Breelander / Kiloran

I'll have a further review of your ideas and will surely have more questions!

Mav.

Maverick
Posts: 4
Joined: March 26th, 2018, 3:51 pm

Re: Software conundrums for managing my portfolio

#129094

Postby Maverick » March 30th, 2018, 9:22 pm

Hello

I have tried the various links proposed by Breelander and Kiloran (thank you all the same), but have had no success in getting these to do what I am after.

As far as i can see, the HYPTUSS code returns current info about a stock (or a number of stocks), but not historic open / close / high / low / volume type data, which is what I need. The query I have been using (in this example to get Standard Life Aberdeen data from 2013 to date) has been:

let
Source = Csv.Document(Web.Contents("#####://finance.google.com/finance/historical?q=sla.L&startdate=01-Jan-2013&output=csv"),[Delimiter=","]),
#"Promoted Headers" = Table.PromoteHeaders(Source),
#"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Date", type date}, {"Open", type number}, {"High", type number}, {"Low", type number}, {"Close", type number}, {"Volume", Int64.Type}})
in
#"Changed Type"

This would be in the format (sorry it looks better in Excel):

Date Open High Low Close Volume
20/02/2018 374.8 383.2 373.4 381.8 8715207
19/02/2018 366.1 378.3 365.4 372.9 8331895
16/02/2018 362 369 361 364.2 8323958


But now no joy!!! :o :o :o

In order to make my portfolio management tool work I need to be able to obtain this data!!! :oops: :oops:
But it is proving mightily frustrating!!!

Dave

Maverick
Posts: 4
Joined: March 26th, 2018, 3:51 pm

Re: Software conundrums for managing my portfolio

#129095

Postby Maverick » March 30th, 2018, 9:23 pm

I had to change "https" in the above post to "#####" as I'm not allowed to post links!!!

Where there's a will there's a headache.


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