afadil
Trouble entering a trade for a specific stock
It seems the app has an issue with the ticker of Regeneron Pharmaceuticals ($REGN). Even though I find the ticker via the lookup function, after I enter the trade I get the following warning and the valuation on the portfolio for this specific security is $0.
If I try to edit the trade, I get the same error.
I have the same issue when trying to add/edit a buy activity for AGGU.L. My portfolio currency and asset currency are different, if that helps.
When I try to view the securities page for that asset, no data is available, meaning market value=0, and my portfolio value is reduced by the amount invested.
I temporarily resolved this for my requirements by editing app.db, but this does not seem like a long term fix:
UPDATE `assets` SET `currency` = ? WHERE `rowid` IS ? AND `currency` IS ?, ('USD', 2, '')
UPDATE `assets` SET `data_source` = ? WHERE `rowid` IS ? AND `data_source` IS ?, ('Yahoo', 2, 'YAHOO')
Same issue, same Yahoo error here with a certain ETF. Currencies are all the same for the account and the asset (EUR) by the way.
I wonder what is causing this problem and why it is happening with few tickers. @orang-pegasus how did you edit the app.db file?
@sosonis on Mac, this is ~/Library/com.teymz.wealthfolio/app.db. Make sure to backup the file before making any edits. It is a sqlite file, you can use any editor you prefer, but I used the SQLite3 Editor extension in VSCode.
I temporarily resolved this for my requirements by editing app.db, but this does not seem like a long term fix:
UPDATE `assets` SET `currency` = ? WHERE `rowid` IS ? AND `currency` IS ?, ('USD', 2, '') UPDATE `assets` SET `data_source` = ? WHERE `rowid` IS ? AND `data_source` IS ?, ('Yahoo', 2, 'YAHOO')
Thanks! This method worked perfectly. After updating the currency and data_source fields in the assets table with the correct values, the calculations were accurate upon restart. However, the underlying cause of this bug is still unclear.
@sosonis on Mac, this is ~/Library/com.teymz.wealthfolio/app.db. Make sure to backup the file before making any edits. It is a sqlite file, you can use any editor you prefer, but I used the SQLite3 Editor extension in VSCode.
Thank you for the information. I eventually opened the assets table and noticed that REGN and btw ULTA too from the shares I own/owned, had NULL entries on the currency, countries, sectors fields, the asset_sub_class was entered as "Equity" while all other securities were filed as "Stock" (so I changed that as well) and finally the data_source was filed as "YAHOO" while all other entries are file as "Yahoo" and I changed that too.
After those changes, the valuation of REGN shares was fixed.
I temporarily resolved this for my requirements by editing app.db, but this does not seem like a long term fix:
UPDATE `assets` SET `currency` = ? WHERE `rowid` IS ? AND `currency` IS ?, ('USD', 2, '') UPDATE `assets` SET `data_source` = ? WHERE `rowid` IS ? AND `data_source` IS ?, ('Yahoo', 2, 'YAHOO')Thanks! This method worked perfectly. After updating the currency and data_source fields in the assets table with the correct values, the calculations were accurate upon restart. However, the underlying cause of this bug is still unclear.
It save my data, thanks for the solution.
