Recent changes in version 0.8.10 (13 June 2010)
One documentation fix in the manual, and one correction regarding
the default home currency.
Recent changes in version 0.8.9 (22 December 2009)
Another Date::Manip related change: DateCalc() now requires an error
code variable, so we supply one. Also finally release the OandA FX
code I had been testing.
Recent changes in version 0.8.8 (3 October 2007)
Added "approx" argument to Delta_Format() call, something in Perl's
Date::Manip module must have changed to require this.
Recent changes in version 0.8.7 (2 May 2007)
Backpopulation now also adjusts closes, if needed, and an
updated rpm.spec file is provided in the contrib/ directory.
Recent changes in version 0.8.6 (23 Mar 2006)
A few minor bug fixes: tolerate null/undef values on updates as we
need this for mutual fund prices without daily open/low/high/volume
data; allow host variable to be set from ~/.beancounterrc and make
setup_beancounter and update_beancounter bash scripts as they use
more than minimal sh implementations provide.
Recent changes in version 0.8.5 (15 Mar 2006)
Several updates and fixes thanks to a set of excellent patches
contributed by Pieter du Preez: Call finish() on all DBI statement
handles, and added some other Perl/SQL code improvement. More undefined
variable tests. Simplified and generalized DBI connection code.
Improve representation of currency code mapping. Correct second date
in backpopulation example. Added checks for defined DBI statement
Recent changes in version 0.8.4 (15 Mar 2006)
Additional check against empty currency name. New command 'host' to
define hostname for database server on command-line (as well as via
~/.beancounterrc). If hostname is equal to the default 'localhost',
do not connect via tcp/ip to PostgreSQL or MySQL but just use
sockets. This may help new users who are unsure how to make
their database engines network-aware. Advances/retracement display now
in 79 columns.
Recent changes in version 0.8.3 (18 Jan 2006)
A new command 'lspositions' for simple displays
of all positions, not aggregated. The Volume column in stockprices
table is now of type numeric; conversion has to be manual (i.e. dump
data; recreate schema, reload data) as this is so tedious to code
for all three backends. Also add SP500 index via symbol ^GSPC
in example setup to use the volume column with data that
exceeds the storage of a four-byte int (the previous choice).
Cope with market cap in trillions as sometimes seen (in error) for
British stocks quoted in pence (with thanks to Robert A. Schmied for
the patch). New function DatabaseHistoricalUCBFX
for historical FX backpopulation via the service at the Sauder
School of UBC in Vancouver. New function GetFXDatum for a single
FX data item. Renamed UpdateFXviaPACIFIC to UpdateFXviaUBC, and
renamed switch --pacificfx to --ubcfx to select UBC for FX
backpopulation and daily updates. Updated currency codes for Yahoo!
service (e.g, switching CAD's symbol from ^XAD to ^XAY), but still no
backpopulation capabilities at Yahoo!, and not entirely satisfied with
UBC's service either. Minor variable renaming and cleanups.
Recent changes in version 0.8.2 (24 Sep 2005)
A new '--splitby' command has been added to adjust historical data, as
well as new tests to ensure data sanity for splits. Market cap. as
displayed for small caps has been corrected. The example portfolio in
setup_beancounter is now US-only as Yahoo! no longer supplies reliable
FX quotes for key currencies.
Recent changes in version 0.8.1 (14 Apr 2005)
A minor update which switches to SQLite
as the default, but adds new options to still support the
previous version 2.*.
Recent changes in version 0.8.0 (21 Mar 2005)
A major update with several new command-line options, two new commands,
an additional FX data backend to circumvent occassional problems at
Yahoo!. and a contributed script by Mathias Weidner. Code in
beancounter and BeanCounter.pm improved in a variety of places, thanks
to several patches by Robert Schmied and Mathias Weidner.
Recent changes in version 0.7.6 (28 Jul 2004)
This version brings a proper dependency in Makefile.PL for
Finance::YahooQuote, a corrected path in setup_beancounter, and a
contributed script by Joao Costa.
Recent changes in version 0.7.5 (24 Jun 2004)
This release contains a small correction to the documentation for
the database connection password, a new test routine to check whether
database connections can in fact be made, and a hook from
setup_beancounter to actually use that test.
Recent changes in version 0.7.4 (2 Jun 2004)
Three contributed patches to add GetPortfolioData function, ensure
proxy information is set and data written to stockprices table does
not contain NAs, and to backpopulate non-US stocks in batches of 200.
Thanks to Kevin Kim, Joao Costa and Matthew Jurgens for these patches.
Recent changes in version 0.7.3 (5 Apr 2004)
Correct two Yahoo! issues for backpopulation of historical
prices. First, scale FX prices with dates past Dec 29, 2003, by 100
to bring 'dollars' back to 'cents'. Second, skip a newly added html
comment from the csv stream.
Recent changes in version 0.7.2 (2 Mar 2004)
Scale FX data retrieved after 20040226 by a factor
of 100 to correct for Yahoo's move from dollars to cents. Initial
patch by Phil Homewood augmented with Date_Cmp() use. Also applied
small corrections by Robert A. Schmied to README.non-gnu, added
a simple (well, too simple) test t/01base.t.
Recent changes in version 0.7.1 (4 Feb 2004)
Don't return from GetConfig() when no per-user
config file is found but simply skip reading the file.
Recent changes in version 0.7.0 (26 Jan 2004)
BeanCounter.pm: Applied (slightly enhanced) patch by Phil Homewood to
correct for Yahoo!'s sudden change in FX rates which are now quoted in
pennies rather than dollars. The upside of this is that we will get four
digit precision in backpopulation so it's probably worth the hazzle.
beancounter, BeanCounter.pm, setup_beancounter: Added support for
. Added documentation for use
on non-GNU support, schema dumps for all three db backends, a session
log and fixed a number of smaller bugs.
Recent changes in version 0.6.5 (22 Jan 2004)
BeanCounter.pm: Corrected test on backpopulation so volume is stored,
and rendered display a little more robust
beancounter: More robust displays, typo correction
Recent changes in version 0.6.4 (22 Dec 2003)
BeanCounter.pm: Improvements to treatment of portfolio restrictions
beancounter: Further improvements to pretty-printing of standard reports
Recent changes in version 0.6.3 (28 Nov 2003)
BeanCounter.pm: allow six-column format for DatabaseHistoricalFXData
to reflect a change in the Data returned by Yahoo!'1'
beancounter: Improvements to pretty-printing of standard reports
Recent changes in version 0.6.2 (06 May 2003)
In BeanCounter.pm, setup_beancounter, update_beancounter:
Default value of active field changed from 't' to '1'
DB Schema comparison now based on numeric value
If no FX data found, suggest --date/--prevdate option
Add uppercase'd symbol to portfolio
beancounter, setup_beancounter, update_beancounter:
Use a distinct version number for db schema comparison
Use 'timestamp with time zone' for beancounter when PostgreSQL is used
setup_beancounter: Use USER, not user, variable for error message
Recent changes in version 0.6.1 (30 Dec 2003)
BeanCounter.pm: Force uppercase'ing of stock symbols prior to
storing either daily or historical records in the database.
and include flip_symbol.sh script in examples/ dir
Recent changes in version 0.6.1 (29 Dec 2003)
Switched to using
Finance::YahooQuote (>= 0.18)
New command 'fxbackpopulate' to grab historical currency data from
Yahoo!. With this added capability, portfolios with non-home country
stocks can run reports for profit/loss or risk without having to
built the database over time.
Changed setup_beancounter to transform example portfolio into one
composed of one stock each from US, CA, FR and DE. Backpopulates
for prices and currencies and runs p/l and risk reports right
out of the box.
Simplified quote gathering code in BeanCounter.pm; requests for all
markets can go against the main Yahoo! server.
Applied patch by Ken Neighbors to use a different Yahoo! source URL
for historic prices, correct a one-off error in date / month
conversion and correct documentation.
Updated HP to HPQ (from HWP) in Dow example
Smartened up the use of 'last business day' in setup_beancounter
for the example portfolio: on weekends or Monday we use 'last
friday', on other days we use 'yesterday' and made sure all
example reports use this date
A complete ChangeLog is also