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Finance::Bank::NL::CLIEOP03 0.01

Finance::Bank::NL::CLIEOP03 0.01


Finance::Bank::NL::CLIEOP03 is a Perl module that can generate CLIEOP03 files for Dutch banks. more>>
Finance::Bank::NL::CLIEOP03 is a Perl module that can generate CLIEOP03 files for Dutch banks.

SYNOPSIS

use Finance::Bank::NL::CLIEOP03;

$c = Finance::Bank::NL::CLIEOP03->new;

$batch = $c->batch (
account => 1234567,
sender_name => My Company,
type => Finance::Bank::NL::CLIEOP03::T_INCASSI
);

$batch->add (
amount => 25,
account_number => 1234567,
account_name => Ms. Example,
description => Taking your money
);

$c->write ( CLIEOP03 );

This module allows for easy creation of CLIEOP03 batch transaction files which can be processed by Dutch banks. CLIEOP03 files can be used for automatic debiting ("automatische incasso") or batch transfers ("verzamelgiro"). You must have a business bank account and (usually) an additional agreement with your bank for using this.

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Added: 2007-05-24 License: Perl Artistic License Price:
894 downloads
Finance::Bank::HDFC 0.12

Finance::Bank::HDFC 0.12


Finance::Bank::HDFC provides an interface to the HDFC netbanking service. more>>
Finance::Bank::HDFC project provides an interface to the HDFC netbanking service.

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Added: 2006-03-01 License: GPL (GNU General Public License) Price:
1348 downloads
Finance::Bank::NetBranch 0.07

Finance::Bank::NetBranch 0.07


Finance::Bank::NetBranch is a Perl module that can manage your NetBranch accounts with Perl. more>>
Finance::Bank::NetBranch is a Perl module that can manage your NetBranch accounts with Perl.

SYNOPSIS

use Finance::Bank::NetBranch;
my $nb = Finance::Bank::NetBranch->new(
url => https://nbp1.cunetbranch.com/valley/,
account => 12345,
password => abcdef,
);

my @accounts = $nb->accounts;

foreach (@accounts) {
printf "%20s : %8s : USD %9.2f of %9.2fn",
$_->name, $_->account_no, $_->available, $_->balance;
my $days = 20;
for ($_->transactions(from => time - (86400 * $days), to => time)) {
printf "%10s | %20s | %80s : %9.2f, %9.2fn",
$_->date->ymd, $_->type, $_->description, $_->amount, $_->balance;
}
}

This module provides a rudimentary interface to NetBranch online banking. This module was originally implemented to interface with Valley Communities Credit Unions page at https://nbp1.cunetbranch.com/valley/, but the behavior of the module is theoretically generalized to "NetBranch" type online access.

However, I do not have access to another NetBranch account with another bank, and so any feedback on the actual behavior of this module would be greatly appreciated.

You will need either Crypt::SSLeay or IO::Socket::SSL installed for HTTPS support to work.

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Added: 2007-05-24 License: Perl Artistic License Price:
884 downloads
Finance::Bank::Sporo 0.16

Finance::Bank::Sporo 0.16


Finance::Bank::Sporo is a Perl extension for B< SporoPay > of Slovenska Sporitelna. more>>
Finance::Bank::Sporo is a Perl extension for B< SporoPay > of Slovenska Sporitelna.

SYNOPSIS

use Finance::Bank::Sporo;

$sporo_obj = Bank::Sporo->new($prenumber,$number);

$sporo_obj->configure(
amt => $amt,
vs => $vs,
ss => $ss,
rurl => $rurl,
param => $param,
);


print $sporo_obj->pay_form();

Module for generating pay forms and links for B< SporoPay > of Slovenska Sporitelna.

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Added: 2006-07-05 License: Perl Artistic License Price:
1207 downloads
Finance::BeanCounter 0.8.7

Finance::BeanCounter 0.8.7


Finance::BeanCounter is a Perl module for stock portfolio performance functions. more>>
Finance::BeanCounter is a Perl module for stock portfolio performance functions.

Finance::BeanCounter provides functions to download, store and analyse stock market data.

Downloads are available of current (or rather: 15 or 20 minute-delayed) price and company data as well as of historical price data. Both forms can be stored in an SQL database (for which we currently default to PostgreSQL though MySQL is supported as well; furthermore any database reachable by means of an ODBC connection should work).

Analysis currently consists of performance and risk analysis. Performance reports comprise a profit-and-loss (or p/l in the lingo) report which can be run over arbitrary time intervals such as --prevdate friday six months ago --date yesterday -- in essence, whatever the wonderful Date::Manip module understands -- as well as dayendreport which defaults to changes in the last trading day. A risk report show parametric and non-parametric value-at-risk (VaR) estimates.

Most available functionality is also provided in the reference implementation beancounter, a convenient command-line script.

The API might change and evolve over time. The low version number really means to say that the code is not in its final form yet, but it has been in use for well over four years.

More documentation is in the Perl source code.

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Added: 2006-12-20 License: Perl Artistic License Price:
1038 downloads
Finance::BDT 0.01

Finance::BDT 0.01


Finance::BDT is a Perl module that implements BDT yield curve model. more>>
Finance::BDT is a Perl module that implements BDT yield curve model.

SYNOPSIS

use Finance::BDT;
use Data::Dumper
my @y = (0, 0.0283, 0.029, 0.0322, 0.0401, 0.0435, 0.0464, 0.0508, 0.0512); ## YTM on strips
my $vol = 0.20; ## constant volatility
my $epsilon = 0.01;
my ($r, $d, $A) = Finance::BDT::bdt( -yields => @y, -epsilon => $epsilon, -volatility => $vol );
print "Short Rates: n", Dumper $r;
print "Discount Prices: n", Dumper $d;
print "Asset State Prices: n", Dumper $A;

ABSTRACT

Sample implementation of Black-Derman-Toy model.

Finance::BDT implements a constant volatility Black-Derman-Toy model in Perl. Not that you should be building your curves in perl, but now you can. The current implementation works with constant volatility but I am testing a version which allows you to pass in a term structure of volatilities. The input is the zero curve (as observed yields), a constant volatility, and a limit for the numerical solution. The function returns the interest rate tree as a list of lists (first index being the time period, and second being the position with the lowest rate having index 0). Three trees are returned: the short rates at each period, the discount prices and most importantly the state prices.

The examples directory has an untested sample implementation in C for the brave.

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Added: 2006-10-03 License: GPL (GNU General Public License) Price:
1117 downloads
PHPFinance 0.6

PHPFinance 0.6


PHPFinance is a Web-based financial management program that can be used for finance managing, administration. more>>
PHPFinance is a Web-based financial management program that can be used for finance managing, administration, and control using a database.
PHPFinance allows for statisitics, predictions, and management, and also shows procentage and progress graphs of income and expenses data.
Enhancements:
- fixed database enable bug
- improved and fixed progress graphic
- improved and fixed comparative graphic
- added graphics size config option
- added date completion config option
- enforced password check
- made the program globals independent
- added number format config option
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Added: 2006-05-01 License: GPL (GNU General Public License) Price:
1276 downloads
Steel Bank Common Lisp 1.0.8

Steel Bank Common Lisp 1.0.8


Steel Bank Common Lisp is a common Lisp native compiler. more>>
Steel Bank Common Lisp is a development environment for Common Lisp, with excellent support for the ANSI standard: garbage collection, lexical closures, powerful macros, strong dynamic typing, incremental compilation, and the famous Common Lisp Object System (multimethods and all).

Steel Bank Common Lisp also includes many extensions, such as native threads, socket support, a statistical profiler, programmable streams, and more. These are all available through an integrated, interactive native compiler which feels like an interpreter.

SBCL is unique in being a multiplatform native compiler which bootstraps itself completely from source, using a C compiler and any other ANSI Common Lisp implementation.

Whats New in This Release:

* enhancement: experimental macro SB-EXT:COMPARE-AND-SWAP provides
atomic compare-and-swap operations on threaded platforms.
* enhancement: experimental function SB-EXT:RESTRICT-COMPILER-POLICY
allows assining a global minimum value to optimization qualities
(overriding proclamations and declarations).
* enhancement: closed over variables can be stack-allocated on x86
and x86-64.
* performance bug fix: GETHASH and (SETF GETHASH) are once again
non-consing.
* optimization: slot definition lookup is now O(1). This speeds up
eg. SLOT-VALUE and (SETF SLOT-VALUE) with variable slot names.
* optimization: STRING-TO-OCTETS is now up to 60% faster for UTF-8.
* optimization: ASSOC and MEMBER can now be open-coded for all
combinations of keyword arguments when second argument is constant
and SPEED >= SPACE. In other cases a specialized version is
selected.
* bug fix: using obsoleted structure instances with TYPEP and
generic functions now signals a sensible error.
* bug fix: threads waiting on GET-FOREGROUND can be interrupted.
(reported by Kristoffer Kvello)
* bug fix: backtrace construction is now more careful when making
lisp-objects from pointers on the stack, to avoid creating bogus
objects that can be seen by the GC.
* bug fix: defaulting of values in contexts expecting more than 7
variables now works on x86-64. (reported by Christopher Laux)
* bug fix: modifications to packages (INTERN, EXPORT, etc) are now
thread safe.
* bug fix: (SETF SYMBOL-PLIST) no longer allows assigning a non-list
as the property-list of a symbol.
* bug fix: DEFMETHOD forms with CALL-NEXT-METHOD in the method body,
in EVAL-WHEN forms with both :COMPILE-TOPLEVEL and :LOAD-TOPLEVEL
situations requested, are once again file-compileable. (reported
by Sascha Wilde)

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Added: 2007-07-25 License: BSD License Price:
822 downloads
Personal Finance Manager R1_0_8

Personal Finance Manager R1_0_8


Personal finance manager is a simple tool for managing accounts and expenses. more>>
Personal finance manager is a simple tool for managing accounts and expenses. The project was designed and written to be intutive and easy to use for home and small business users not familier with accounting principles like single or double entry accounting PFM is a basic implementation of double entry accounting principles.
Main features:
- Intutive and easy to use
- Cross platform, will run on any computer with Java virtual machine installed
- Manage expenses and track account balances
- Generate reports
- Create and save complex filters to search transaction history.
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Added: 2007-08-14 License: Freeware Price:
804 downloads
Ruby/Finance 0.2.2

Ruby/Finance 0.2.2


Ruby/Finance allows access to changing financial data, such as currency conversion rates and stock quotes. more>>
Ruby/Finance allows access to changing financial data, such as stock quotes and currency conversion rates.

For the foreseeable future, it is intended to be a port of Perls Finance::Quote module.

Examples:

Currency conversion

require finance/currency

Display the US Dollar ($) to Euro () conversion rate.

puts Finance::Currency::convert( EUR, USD )

Display the British Pounds Sterling () to Icelandic Kronur conversion
rate for the amount of 32.50.

puts Finance::Currency::convert( ISK, GBP, 32.50 )

Stock quotes

require finance/quote

q = Finance::Quote.new Answers will be given in the native
currency of the exchange on which
they are listed.

q = Finance::Quote.new( EUR ) Answers will be given in Euros.

q.currency = VND Switch to using Vietnamese Dong.

info = q.fetch( usa, CRM ) Fetch a single quote, namely CRM.

info = q.fetch( :usa, EBAY, AMZN ) Fetch EBAY and AMZN. Note that
a Symbol can be used instead of a
String for the exchange name.

info = q.fetch( usa, %w[ EBAY AMZN ] ) An Array of ticker symbols is
OK, too.
puts info[EBAY][:price]

A block can be passed, too:

q.fetch( :usa, RHAT ) { |info| puts info[RHAT][:high] }

You can also bypass #fetch and call the exchange as a method:

q.usa( RHAT ) { |info| puts info[RHAT][:high] }

Installation:

Minero Aokis setup.rb script is included. Extensive documentation for this script can be found at the end of this document.

Basically, however, the following should be enough to install the package:

$ ruby setup.rb config
$ ruby setup.rb setup
# ruby setup.rb install

("#" line may require root privilege)
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Added: 2006-04-10 License: GPL (GNU General Public License) Price:
1293 downloads
Yahoo! Finance Currency Converter 0.4

Yahoo! Finance Currency Converter 0.4


Yahoo! Finance Currency Converter is a greasemonkey script that will automatically convert every foreign currency. more>>
After the converter I developed ages ago for Dashboard, I needed something to help me grasp quickly the prices in foreign currencies displayed on the web site I visited.

I therefore started to develop my first greasemonkey script to have Firefox do that automatically.

Yahoo! Finance Currency Converter is not the first one around, I particularly like that one, but for the exercise, I wanted to develop mine using Yahoo! Finance exchange rates.
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Added: 2006-12-26 License: GPL (GNU General Public License) Price:
1037 downloads
Finance::YahooChart 0.01

Finance::YahooChart 0.01


Finance::YahooChart is a Perl module to get a chart from Yahoo! Finance. more>>
Finance::YahooChart is a Perl module to get a chart from Yahoo! Finance.

SYNOPSIS

use Finance::YahooChart;
%img = getchart(symbol => $symbol, size => $size, type => $type,
include => $include);
print width="$img{width}" height="$img{height}">";

This module gets charts from Yahoo! Finance. The only function in the module is the getchart function, which takes the stock symbol, size of the chart (b for big, s for small), the type of chart (i for intraday, w for week, 3 for 3-month, 1 for 1-year, 2 for 2-year, and 5 for 5-year), and any extra information to include (s for a comparison to the S&P 500, m for a moving average). It returns a hash with the following elements:

url => The URL of the chart
width => The width of the chart
height => The height of the chart

Note that not all combinations are available for all charts.

Big charts are available for all types.

Small charts are only available for i, w, and 1 charts.

Includes are only available for big 3, 1, 2, and 5 charts.

In most cases, if an invalid configuration is passed, $Finance::YahooChart::Error will be set to some kind of error message.

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Added: 2006-12-12 License: Perl Artistic License Price:
1046 downloads
Finance::YahooQuote 0.22

Finance::YahooQuote 0.22


Finance::YahooQuote is a Perl module that can get stock quotes from Yahoo! Finance. more>>
Finance::YahooQuote is a Perl module that can get stock quotes from Yahoo! Finance.

SYNOPSIS

use Finance::YahooQuote;
# setting TIMEOUT and PROXY is optional
$Finance::YahooQuote::TIMEOUT = 60;
$Finance::YahooQuote::PROXY = "http://some.where.net:8080";
@quote = getonequote $symbol; # Get a quote for a single symbol
@quotes = getquote @symbols; # Get quotes for a bunch of symbols
useExtendedQueryFormat(); # switch to extended query format
useRealtimeQueryFormat(); # switch to real-time query format
@quotes = getquote @symbols; # Get quotes for a bunch of symbols
@quotes = getcustomquote(["DELL","IBM"], # using custom format
["Name","Book Value"]); # note array refs

This module gets stock quotes from Yahoo! Finance. The getonequote function will return a quote for a single stock symbol, while the getquote function will return a quote for each of the stock symbols passed to it. getcustomquote allows to specify a format other than the default to take advantage of the extended range of available information.

The download operation is efficient: only one request is made even if several symbols are requested at once. The return value of getonequote is an array, with the following elements:

0 Symbol
1 Company Name
2 Last Price
3 Last Trade Date
4 Last Trade Time
5 Change
6 Percent Change
7 Volume
8 Average Daily Vol
9 Bid
10 Ask
11 Previous Close
12 Todays Open
13 Days Range
14 52-Week Range
15 Earnings per Share
16 P/E Ratio
17 Dividend Pay Date
18 Dividend per Share
19 Dividend Yield
20 Market Capitalization
21 Stock Exchange

If the extended format has been selected, the following fields are also retrieved:

22 Short ratio
23 1yr Target Price
24 EPS Est. Current Yr
25 EPS Est. Next Year
26 EPS Est. Next Quarter
27 Price/EPS Est. Current Yr
28 Price/EPS Est. Next Yr
29 PEG Ratio
30 Book Value
31 Price/Book
32 Price/Sales
33 EBITDA
34 50-day Moving Avg
35 200-day Moving Avg
If the real-time format has been selected, the following fields are also retrieved:
36 Ask (real-time)
37 Bid (real-time)
38 Change in Percent (real-time)
39 Last trade with time (real-time)
40 Change (real-time)
41 Day range (real-time)
42 Market-cap (real-time)

The getquote function returns an array of pointers to arrays with the above structure.
The getonequote function returns just one quote, rather than an array. It returns a simple array of values for the given symbol.

The setQueryString permits to supply a new query string that will be used for subsequent data requests.

The useExtendedQueryFormat and useRealtimeQueryFormat are simpler interfaces which append symbols to the default quote string, as detailed above.

The getcustomquote returns an array of quotes corresponding to values for the symbols supplied in the first array reference, and the custom fields supplied in the second array reference. Here the custom fields correspond to the named fields of the list below.

Beyond stock quotes, Finance::YahooQuote can also obtain quotes for currencies (from the Philadephia exchange -- however Yahoo! appears to have stopped to support the currency symbols in a reliable manner), US mutual funds, options on US stocks, several precious metals and quite possibly more; see the Yahoo! Finance website for full information. Finance::YahooQuote can be used for stocks from the USA, Canada, various European exchanges, various Asian exchanges (Singapore, Taiwan, HongKong, Kuala Lumpur, ...) Australia and New Zealand. It should work for other markets supported by Yahoo.

You may optionally override the default LWP timeout of 180 seconds by setting $Finance::YahooQuote::TIMEOUT to your preferred value.

You may also provide a proxy (for the required http connection) by using the variable $Finance::YahooQuote::PROXY. Furthermore, authentication-based proxies can be used by setting the proxy user and password via the variables $Finance::YahooQuote::PROXYUSER and $Finance::YahooQuote::PROXYPASSWD.

Two example scripts are provided to help with the mapping a stock symbols as well as with Yahoo! Finance server codes. The regression tests scripts in the t/ subdirectory of the source distribution also contain simple examples.

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Added: 2007-02-23 License: Perl Artistic License Price:
976 downloads
Finance::IIF 0.20.01

Finance::IIF 0.20.01


Finance::IIF is a Perl module that can parse and create IIF files for QuickBooks. more>>
Finance::IIF is a Perl module that can parse and create IIF files for QuickBooks.

SYNOPSIS

use Finance::IIF;

my $iif = Finance::IIF->new( file => "test.iif" );

while ( my $record = $iif->next ) {
print( "Header: ", $record->{header}, "n" );
foreach my $key ( keys %{$record} ) {
print( " ", $key, ": ", $record->{$key}, "n" );
}
}

Finance::IIF is a module for working with IIF files for QuickBooks in Perl. This module reads IIF data records from a file passing each successive record to the caller for processing.

A hash reference is returned for each record read from a file. The hash will have a "header" value which contains the header type that was read along with all supported values found for that record. If a value is not specified in the data file, the value will not exist in this hash.

No processing or validation is done on values found in files or data structures to try and convert them into appropriate types and formats. It is expected that users of this module or extensions to this module will do any additional processing or validation as required.

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Added: 2007-07-04 License: Perl Artistic License Price:
844 downloads
BADGER finance 1.0 Beta 3

BADGER finance 1.0 Beta 3


BADGER finance is an open source financial management application for end users. more>>
BADGER finance is an open source financial management application for end users. BADGER finance is written in php, ajax and sql. The goal is to regain control over your personal financial situation. BADGER is free software in the sense of the GNU GPL license.
The vision for BADGER finance was born at the Mannheim University of Cooperative Education (BA). In the course of a software development class we had the opportunity to develop software. We jumped at the project with the hopes to be able to complete a useful piece of software instead of the 10,000th tic-tac-toe application.
Since there was no financial management software on the market available to us that had what we needed, we started developing our own which we now released to the open source community.Preferences
Main features:
- Account management
- Currencies
- Transactions
- Transaction categories
- Forecasts
- CSV-Import
- Preferences
Enhancements:
- This is a major release with loads of new features and bugfixes.
- The statistics module was improved with category, trend, and timespan analysis, complete with reach-through capabilities.
- The transaction backend was newly recoded.
- The CSV import module was rewritten with improved matching of imported transactions with planned transactions.
- Powerful filters were added for the transaction grid.
- Transferral transactions were implemented for transfers between different accounts.
- New possibilities were added when editing a chain of recurring transactions.
- A new theme was added.
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Added: 2007-03-12 License: GPL (GNU General Public License) Price:
956 downloads
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