consequently, the command line option -equity_only is discontinued
new command line option -bonds_in_funds adds retrieval of bond related information (to Bond Style, Bond Sector, Country, Region and Holding)
command line option to create own categories for bonds in Country and Region is now called -seg_bonds (was: -bond_seg)
additional checks provide warnings about negative net values and about net values larger than 100%
for simple, small cases, the script adapts the net values by adding the negative value of an allocation in the range of 0% to -0,25% to another allocation which has a value that is larger than 100% (if there is such allocation)
for other cases, the script suggests manual setting of the values
a new token in the notes field of a security in PP instructs the script to skip the retrieval of data for that security (the token is #PPC:SKIP)
@Alfons1Qvor12 Awesome, that worked like a charme! I just tried out the new options and also tagged two of my equities with the skip-flag in PP after modiying their classifications. Lo and behold, those two values were skipped as planned!
Thanks again for all your efforts, much appreciated!
Just a heads-up. Morningstar is planning some changes in their free service offerings. See announcement (in German).
I don’t know, if this will negatively impact the functionality of the script (either main branch or new-api-brach or both), but the risk looks very high to me as services like instant x-ray will not be offered anymore.
I will wait and see what happens and might also make efforts to adapt as far as possible, but cannot give any guarantees or time lines for that.
There is an AI generated python script that downloads name,TER,fundsize,category for selected ISIN’s from Morningstar and displays it. You need to modify this line in the script:
isins_to_process = [“IE00BK5BQT80”, “IE00BMFKG444”]
