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Add "delete price data by date range" for a security
Is your feature request related to a problem? Please describe. My portfolio includes a stock that i can't find a price feed for, so I needed to use the CSV import feature for price data. I struggled to get the file format right, specifically when formatting dates. The documentation is limited and the import function doesn't show what values are being parsed out of the import data. My early attempts at importing ended up creating price data points against bad dates (e.g. the year "0001")
When I finally got the file format right and successfully imported some price history data, I found the previous bad price data was still present. I went looking for a feature that would let me delete just the bad price data against a stock (e.g. by date range), but i couldn;t find one.
Describe the solution you'd like I would like to see 2 features to clean up historic price data held against a stock-
- Delete all price history data (while preserving the setup of the stock itself)
- Delete price history data points that match a rule. Initially the rule would be a to delete prices within a date range but over time further rules could be added (e.g. delete history points with zero or negative price values)
Describe alternatives you've considered As a workaround I deleted and re-created the stock, then reloaded the price data from CSV. This worked for a brand new setup, but I assume that trying to delete a stock that has buy/sell activity against it will either cause problems or simply be blocked.
If true this means that a simple error in importing CSV price data could "break" a portfolio model in a way that's difficult to repait.
Additional context Add any other context or screenshots about the feature request here.
Hi,
the answer has already been given in the forum: https://forum.portfolio-performance.info/t/delete-a-date-range-in-a-stock-price-history/27290
Cheers
Hi.
One of the answers in the forum was "edit the XML data file", which may be strictly correct, but isn't really an answer in terms of the functionality of the program, and carries the obvious risk of breaking something.
The other answers seem to indicate that editing the price history in tabular form possible in the UI, but I haven't found where this is. For example selecting the stock under All Securities->edit, the tab for Historical Quotes is empty, even though historical data is in fact present (loaded via CSV).
The menu system in PP isn't that large. I have looked at all the options (I think) but I can't see where this function resides.
Hi,
you just need to follow the recommendations given in the forum. The feature you are looking for already exist.
Cheers