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portfolio-performance / portfolio

Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.
http://www.portfolio-performance.info
Eclipse Public License 1.0
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Import dividend quote straight from events #3374

Open edemiguel opened 1 year ago

edemiguel commented 1 year ago

I can see that PP imports from "divvydiary.com" the future dividends and adds them to the events. Could it be possible to import them in a easy way? Maybe they could be added using a popup window (on the event date) or form the list of events. It also would be great to show more options about dividends downloading in the "Preferences" menu (like not download dividends 5 years older or showing the popup on the event date).

0FiRE0 commented 1 year ago

Yahoo Finance supports getting historical dividend data. Would it be possible to auto-import it in the portfolio? rather than doing it manually.

pfalcon commented 1 year ago

Would it be possible to auto-import it in the portfolio?

One possible way to achieve that is laid out in https://github.com/portfolio-performance/portfolio/issues/2216#issuecomment-1703819271 . The workflow would be:

  1. Import PortflioPerformance file into a database.
  2. Use any tools you can/like to modify the database (most likely, write a script in your favorite scripting language).
  3. Export modified database back to PP XML file and use it in PP.