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beancounter (0.5.1) unstable; urgency=low
* setup_beancounter: Fill beancounter table with current version number
and current date right after the table is created.
* debian/rules: Making sure $version is updated in beancounter,
update_beancounter and setup_beancounter
-- Dirk Eddelbuettel <edd@debian.org> Sun, 10 Mar 2002 19:38:57 -0600
beancounter (0.5.0) unstable; urgency=low
* New release with the following new features:
- New command 'retracement' to calculate drawdowns for the given data
period -- these are defined as price decreases relative to the
maximum price in the period. This can be seen as hypothetical
unrealized losses relative to the would-coulda-shouda optimal selling
price. Shorts are treated the other way relative to their lows.
- New command 'advancement' which does the same for gains relative to lows.
- Applied patch by Peter Kim <pykim@gte.net> so that 'update' now
batches queries in round lots of one hundred symbols.
- The backpopulate command is now idempotent too: it can now be run
even if data already exists and will use either 'insert' or 'update'
as required.
- The stockinfo table has a new column 'active' allowing to flag
inactive stocks (or e.g. expired options) with a 'false' value.
- The database has a new table 'beancounter' with fields for the
current version (to ensure code and database schema match) and
the most recent update.
* Detailed changes
- BeanCounter.pm: Applied Peter's patch, pluse comments / indents
- BeanCounter.pm: New function GetRetracementData
- BeanCounter.pm: New function UpdateTimestamp
- beancounter: New function portfolio_retracement
- BeanCounter.pm: Rewrote DatabaseHistoricalData for idempotency
- beancounter: Example now uses full example with purchase date / time
- BeanCounter.pm: Rewrote SQL restriction for getting price data
- Database scheme: New field 'active' to flag inactive stocks / options
- BeanCounter.pm: Make use of 'active' field when retrieving data
- BeanCounter.pm: Simpliefied API for ExistsDailyData()
- setup_beancounter: Added creation of active field in stockinfo
- update_beancounter: Idem
* debian/control: Spelling correction (Closes: #124442)
* debian/control: Upgraded to Standards-Version 3.5.0
-- Dirk Eddelbuettel <edd@debian.org> Tue, 5 Mar 2002 22:06:51 -0600
beancounter (0.4.0) unstable; urgency=low
* New release with the following new features
- Support for MySQL has been added: beancounter can now work with both
PostgreSQL and MySQL, including all steps up from the database creation
- The update command's SQL query has been rewritten so that all stocks
known to beancounter are updated, yet still allows the use of the
--restriction option to specify only subsets of the portfolio
- The update command is now idempotent: it can now be run several
times during a trading day; the initial data set will be 'insert'ed,
following ones 'update'd (this comes at the cost of an additional query)
- Better support of old, expired or delisted stocks: unparseable
dates, as well as dates that "too old" (where the current default 5
business days) are set to N/A; and dates which test for N/A are neither
scrubbed nor databased during the "update" command.
- Database backend and database name can now be set as parameters which
facilitates multiple databases and backends to be used in parallel
- New (boolean) option --fxupdate which defauls to 'true', hence the
use of --nofxupdate prevents any updates to the FX database
- Database scheme change in stockprices table: column names changed to
day_open, day_close, day_change for consistency (and MySQL gripes).
Similarly, index becomes stockindex in the indices table. Hence,
users /upgrading from an older version/ must run update_beancounter.
* Detailed changes:
- [BeanCounter.pm] --verbose and --debug now passed to DBI connection
for Warn and PrintError, respectively
- [BeanCounter.pm] New configuration options dbsystem and dbname,
defaulting to PostgreSQL and beancounter
- [BeanCounter.pm] Protect name with dbh->quote for DatabaseInfoData
- [BeanCounter.pm] DatabaseUpdate has new SQL query with sub-select
- [BeanCounter.pm] Several small code cleanups and documentation updates
- [beancounter] New command-line options --dbsystem and --dbname
- [beancounter] Several updates and extensions to the pod documentation
- [setup_beancounter] Now with command-line options -m, -s dbname, -s
- [setup_beancounter] Parallel code for MySQL db creations added
- [setup_beancounter] Added manual page as POD document within
- [update_beancounter] Added code for the database table transition
- [update_beancounter] Added manual page as POD document within
-- Dirk Eddelbuettel <edd@debian.org> Sun, 14 Oct 2001 20:57:05 -0500
beancounter (0.3.1) unstable; urgency=low
* Bug fix release:
- rewrote SQL queries using '--restriction arg' to allow for multiple
portfolio restrictions to be imposed (BeanCounter.pm)
- reflect change at Yahoo! Europe and convert quotes from ';' field
seperator and ',' decimal point (BeanCounter.pm: GetQuote)
- ensure that day_end_report is relative to previous day (beancounter)
- add dbh->commit() after database updates (beancounter: add_index,
add_portfolio; BeanCounter.pm: delete_stock)
* Some other minor changes:
- annualise returns if stock held > 1 year (beancounter: display_status)
- make some functions more compact with selectcol_arrayref (BeanCounter.pm)
- use dropdb(1) to delete database (requires PostgreSQL 7.*) (beancounter)
- add warning if correlation non computable (BeanCounter.pm: GetRiskData)
- add warning if date not parseable (BeanCounter: ParseDailyData)
- add historica price retrieval for (US) mutual funds
(BeanCounter.pm: GetHistoricalData)
- if data inconsistent, adjust close to to previous_close plus change
(BeanCounter: SrubDailyData)
-- Dirk Eddelbuettel <edd@debian.org> Mon, 13 Aug 2001 21:53:18 -0500
beancounter (0.3.0) unstable; urgency=low
* New release with the following code changes
- new command "risk" for report with value-at-risk at (VaR) percentile
estimates, using both the standard (parametric) approach as well as
a nonparametric quantile estimate
"risk" also computes marginal value-at-risk (slow for large portfolios)
"risk" requires the Statistics::Descriptive modules
- new option "--forceupdate <date>" to permit overriding of a faulty
date supplied by Yahoo! Finance (which is becoming more common)
- new command "allreports" for dayend, status and risk reports all in once
- added status and risk reports to jobs ran by "dailyjob" command
- new ScrubDailyData routine; currently only using the "--forceupdate
date" check on the pricing date supplied by Yahoo!
- prevdate defaults to "six months ago" (better default for risk report)
- "status" also shows cash holding from table `cash' (preliminary feature)
- improved internal logic for argument and option checking + db connection
- improved report calculations, report display and documentation
- documentation corrected (command is 'delete', not 'deletestock')
-- Dirk Eddelbuettel <edd@debian.org> Thu, 29 Mar 2001 19:18:54 -0600
beancounter (0.2.1) unstable; urgency=low
* Bug fix release:
- setup_beancounter: change last fromdate,todate to prevate,date
- setup_beancounter: use NT, not NT.TO, to avoid FX in demo
- beancounter: Use psql, not destroydb or dropdb, to delete db
- debian/control: Also depend on libdbd-pg-perl (Closes: #85363)
-- Dirk Eddelbuettel <edd@debian.org> Fri, 9 Feb 2001 22:45:54 -0600
beancounter (0.2.0) unstable; urgency=low
* New release with the following code changes
- new table columns 'owner' and 'holder' for portfolio allow
to differentiate between different accounts and users
- SQL restrictions can be imposed for finer-grained analysis
- new status command for portfolio return and holding overview
- extrafx argument allows to specify additional currencies to
be downloaded and stored by the 'update' command
- date and prevdate default to today and yesterday
- fromdate and todate options replaced by consistent use
of prevdate and date
- more documentation
- data display layout changed
-- Dirk Eddelbuettel <edd@debian.org> Sat, 2 Dec 2000 17:27:48 -0600
beancounter (0.1.1) unstable; urgency=low
* Bugfix release:
- BeanCounter.pm: corrected minor typo in DatabaseInfoData
- debian/rules: don't create beancounter.1 -- Makefile.PL does that too
-- Dirk Eddelbuettel <edd@debian.org> Tue, 25 Jul 2000 22:47:40 -0400
beancounter (0.1.0) unstable; urgency=low
* Initial Debian (and upstream) release.
-- Dirk Eddelbuettel <edd@debian.org> Sun, 23 Jul 2000 22:14:17 -0400
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