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Scripts to get data for Portfolio Slicer from Yahoo, Google and BoC

2

Comments

  • Vidas,
    Since moving to Google, I've entered the dividend data manually as transactions. When I switch to Yahoo now, should I be deleting those transactions?

    Thanks.
  • deepakhemadri,

    You have 2 options:
    1. delete data that you entered manually and then run Yahoo dividend script
    2. Run Yahoo dividend script and then open each file in Dividends folder and delete records that appear duplicate. You might manually entered dividend record for example Aug 29th, but script could add record for Aug 30th. So you would have to manually delete those records. Keep in mind that script add new records just AFTER LAST DIVIDEND data in each file.
  • Vidas/MaximT -

    I am getting an issue when the quotes are to be uploaded into the PortfolioSlicer.xlsx file. The error that I get is as below.


    Do you think you could please take a look at this? Is this because there are rows with "null" quote entries like below?
    "2015-11-25 null 101619.BO".

    I checked the previous quotes.csv file (the one generated by Google) and I do not see any null rows there and that was getting loaded properly.

    Thank you
  • Hi, how did you endup with NULL values in this file? Can you please check Quotes.csv files (check _archive file too) and see if there are records with NULL values. Can you delete records with these NULL values and also all records after that date (with null value). Then re-run quote extract. DOes that help?
  • Hope this helps, Vidas.

    * Individual quote files have these null values and many files have them. When the consolidated quotes.csv is being created, the null value rows are copied into the quotes.csv
    * I checked the Yahoo quotes data for these dates and Yahoo itself shows zero values for those dates. Therefore, I suspect the code that pulls the zero values replaces it by a null.
    * Deleting the null values is not really easy as there too many such rows

    Thanks for the quick reply.
  • I checked yahoo finance website and they do not provide quotes for symbol 101619.BO . How did you get quotes for this symbol? Because existing Yahoo script cannot extract these quotes.
  • edited September 2017
    Got these quotes from Yahoo Finance itself via the script. Would you like me to share any of my files? I'd be happy to send them to you. Please let me know which ones. Thanks.

    Edit: I'll share the folder with you via your email. Please let me know if you can access it. Thanks.
  • Yahoo does not provide quotes for symbol: 101619.BO. If you have file with empty/nul values for symbol that yahoo provide quotes - you can see historical prices on their website (You can click "Download Data" link on the page like that https://finance.yahoo.com/quote/101619.BO/history?p=101619.BO and get results), then you can send me that file. My email is posted here: http://www.portfolioslicer.com/contact.html
  • I am new to using Portfolio Slicer. After updating my quote info in psConfig and run "UpdatePSData", I get an error messages saying "Method invocation failed because [System.Object[]] doesn't contain a method named 'IndexOf'. It also says Min date in psconfig file is but should be between 1960-01-01 and 2050-01-01


  • Mat,

    You are getting this error message because you are running older version of PowerShell. Probably you are running Windows 7. YOu need to install PowerShell update from this link: https://www.microsoft.com/en-us/download/details.aspx?id=34595
    First check "Install Instructions" on that link, then download and execute appropriate file.
  • Quotes.csv. Date+Symbol should be unique - ERROR. Duplicate records:
    2017-09-07,24.424000,PREKF

    Can't figure out how to fix it?
  • In quotes FOLDER find file prekf_.txt open in notebook and delete diplicate line with date 2017-09-07
  • edited September 2017
    Hello,

    Here is link to updated scripts: https://www.dropbox.com/s/qesvuvzdki600cl/Scripts20170916.zip?dl=1
    Changes:
    - ALL script names changed. Please do not copy this script on top of previous scripts, but backup and delete old scripts and then copy to your usual location new scripts (including .bat files). Then update your psConfig.txt with new 3 sections from provided example files.
    - As more scripts were added, all older scripts were reviewed and "optimized".
    - In previous scripts Yahoo was providing duplicate records. Added checks to make sure that duplicate records are ignored.
    - Removed CurrExchBoC-Old script. BoC stopped supporting old type extracts.
    - Google/GoogleWeb stopped providing historical quotes. At this point you could get just maximum up to 1yrs of data. If you already downloaded data - do not delete your quotes files as it is not going to be easy to get quotes.
    - Added support for new quotes sources: AlphaVantage. For that you will need to get AlphaVantage API Key by visiting page: ttps://www.alphavantage.co/support/#api-key. After getting key you will need to add as parameter in AlphaVantageKey section of psConfig.txt. This source uses very similary symbol names as Yahoo Finance.
    - Added support for new Quotes source: Stooq. Note - there is no script for intraday quotes from this source. Symbol names are different when comparing to other known sources, for example AAPL.US for Apple. You will need to visit website http://www.stooq.com and find your symbol
    - Added support for Currency Exchange extracts from new source: Stooq. This is now suggested default currency extract source (enabled by default in .bat files).
    - psConfig.txt file has 3 new sections:
    AlphaVantageKey (to specify key)
    AlphaVantage (to specify list of symbols)
    Stooq (to specify list of symbols)



    If anyone can recommend good source for FREE stock quotes, please post that link in this thread!

    Vidas - I introduced some reusable scripts and updated your scripts too - you will see some simplification for your code too. Please review my changes.

  • Hi,
    I fixed few small issues, please use updated scripts: https://www.dropbox.com/s/l63rwrth496w37n/Scripts20170918.zip?dl=1

  • Hi,
    Updated scripts available:
    https://www.dropbox.com/s/e4akl4p59aqxqzq/Scripts20171125.zip?dl=1

    * added intraday currency exchange rate download from google finance website
    * updated google finance "base" link, so more data is available
    * as Yahoo FInance removed their intraday quote access, changed script so it downloads intraday quotes from download. This works, but might not be very stable (or fast) implementation.

    HTH,

    Maxim
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