Import from PDF files in manual

[flywire]

@hug-sch

Did you regenerate the PDF from the repo?

No, I hacked the pdf code in donor pdf to desensitise it. In Sample pdf Bank Document (Broker Contract Note) by flywire · Pull Request #106 · portfolio-performance/portfolio-help · GitHub I documented the pdf code mods to create/maintain it.

@hug-sch

Which data source for historical prices would you suggest

Follow:

@flywire

New securities created by CSV import have no Historical Quotes Quote Feed Provider set so quotes are not updated by default (see #2333 ). To fix:

• View, All Securities, Right-click on each security, Edit, Historical Quotes and set:
  • Provider to Yahoo Finance (or directly edit the data file)
  • Exchange to Australian Stock Exchange (.AX) to change Symbol to Yahoo format by appending the exchange code, for example, .AX for ASX exchange