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switch to light theme and updating links after split of import.md
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hug-sch committed Jul 31, 2024
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5 changes: 4 additions & 1 deletion config/en/mkdocs.yml
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Expand Up @@ -134,7 +134,10 @@ nav:
- File Menu:
- New: reference/file/new.md
- Save: reference/file/save.md
- Import: reference/file/import.md
- Import:
- Import: reference/file/import/index.md
- CSV-file: reference/file/import/csv-import.md
- PDF document: reference/file/import/pdf-import.md
- Export: reference/file/export.md
- Currency: reference/file/currency.md
- View Menu:
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12 changes: 5 additions & 7 deletions docs/en/assets/import-historical-prices.csv
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Date;Quote
2024-01-19;10
2024-01-20;9
2024-01-21;8
;
;
;
Date;Price
2024-01-09;22.51
2024-01-08;22.54
2024-01-05;22.43
2024-01-04;22.46
2 changes: 1 addition & 1 deletion docs/en/assets/import-portfolio-transaction-dividend.csv
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Date;Type;Security Name;Shares; Currency Gross Amount; Gross Amount; Exchange Rate; Cash Account; value
2024-01-13; Dividend; NVIDIA; 3; USD; 15; 0,5; broker-A (EUR); 7,5
2024-01-13; Dividend; NVIDIA;3; USD;15;0.5; broker-A (EUR);7.5
2 changes: 1 addition & 1 deletion docs/en/how-to/downloading-historical-prices/csv-file.md
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Expand Up @@ -7,7 +7,7 @@ A csv file is a comma-separated values file, which is a text file that stores ta

Each website may have a distinct approach for downloading a CSV file of the historical data. Typically, you need to navigate to the desired security and locate the download link on that webpage. Many websites require (free) registration for downloading, Yahoo Finance being an exception.

It's important to note that this method provides a snapshot of historical prices. To obtain the quotes of tomorrow, you should repeat the process. In practice, you need to combine this approach with one of the automatic quote download methods. Remember that you can [keep the existing historical quotes](../../reference/file/images/mnu-file-import-reload-quotes.png) in PP, even if you change the quote provider to automatic download. For example, in both scenarios below, after importing the CSV file, you can set the Quote Feed Provider to the [Table on Website](./table-website.md) method for daily updates of historical prices.
It's important to note that this method provides a snapshot of historical prices. To obtain the quotes of tomorrow, you should repeat the process. In practice, you need to combine this approach with one of the automatic quote download methods. Remember that you can [keep the existing historical quotes](../../reference/file/import/images/mnu-file-import-reload-quotes.png) in PP, even if you change the quote provider to automatic download. For example, in both scenarios below, after importing the CSV file, you can set the Quote Feed Provider to the [Table on Website](./table-website.md) method for daily updates of historical prices.

## Yahoo Finance

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82 changes: 40 additions & 42 deletions docs/en/reference/file/import/csv-import.md

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225 changes: 0 additions & 225 deletions docs/en/reference/file/import/index copy.md

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15 changes: 15 additions & 0 deletions docs/en/reference/file/import/index.md
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---
title: File > Import
todo: templates, experimental features
---
# Importing documents

In PP you can enter your data (buy, sell, dividends, historical quotes, … ) manually but you can also *import* this info from a CSV file (comma-separated values) or from a PDF document. Figure 1 displays the expanded `File > Import` menu.

There are two primary data sources: [PDF documents](pdf-import.md) and [CSV files](csv-import.md) (comma-separated values). Some brokers or banks may present this information in a proprietary format. Templates for major banks or brokers are available.

Figure: Menu File > Import.{class=pp-figure}

![](images/mnu-file-import.png)


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