ananthakumaran / paisa

Paisa – Personal Finance Manager. https://paisa.fyi demo: https://demo.paisa.fyi
https://paisa.fyi
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Stocks and MF price not updated when using Yahoo Finance as source #168

Closed jdeva closed 8 months ago

jdeva commented 8 months ago

Below is my commodity setup in my test config file.

commodities:
    - name: Quant Mid Cap Dir Gr
      type: mutualfund
      price:
        provider: com-yahoo
        code: 0P0000XW4V.BO
      harvest: 1095
      tax_category: equity65
    - name: IRFC
      type: stock
      price:
        provider: com-yahoo
        code: IRFC.NS
      harvest: 0
      tax_category: equity
    - name: RVNL
      type: stock
      price:
        provider: com-yahoo
        code: RVNL.NS
      harvest: 0
      tax_category: equity

And a sample entry would be

2024-01-18 Investment
; Stock purchase : IRFC
Assets:Equity:Stocks                          50 IRFC @  142.00 INR
Assets:Checking:Wallet:Zerodha 

However this doesn't update the price under Ledger > Price

I have my app running on pikapods.

ananthakumaran commented 8 months ago

@jdeva did you update the price via the menu (right hand corner) after updating the config?

jdeva commented 8 months ago

Yikes, I missed that completely although you've mentioned the same in the doc. I mistook it for the clear cache within the Price dashboard. All is well now. Thanks for helping out, and apologies.