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"Retrieve prices from local file" additions

Comments, critical feedback, praise, or suggestions for new features.

Postby Djobydjoba » Sun Apr 05, 2020 2:37 am

Hi Mark,

I plan to work on data scraping in order to import in Fund Manager some data currently not available on the current quote servers.

In this context, the "local file" quote server is a great addition, thanks for that.

May I suggest some additions to this functionality:

For this "local file" quote server, the ability to launch an external script (command / batch, powershell...) when a retrieve command is launched (manually or automatically) in Fund Manager.

This external script would allow to scrap / gather / refresh the data in the local file just before been retrieved in Fund Manager.

The processing workflow would be:

1) A retrieve is launched in Fund Manager for an (or some) investment()s with the "local file" quote server set (manual or automatic retrieve, current or historical price retrieve)

2) If specified (optional), an external user script is launched. This script would allow to scrap / gather / refresh the data in the local file.
Some parameters could be passed by Fund Manager to the script, in particular:
- Symbol(s) to retrieve
- Retrieve type (current or historical with the date range)

3) Fund Manager would wait for the end of the external script / a specific return code

4) Then Fund Manager would retrieve the prices from the local file.

Thanks.
Djobydjoba
 
Posts: 711
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sun Apr 05, 2020 9:27 am

Hi Djobydjoba,

Thanks for the idea. I understand what you want, and it sounds like a good feature.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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