Finance::Quote::Morningstar - Obtain fund prices the Fredrik way

Finance-Quote documentation Contained in the Finance-Quote distribution.

Index

Code Index:

NAME

Top

Finance::Quote::Morningstar - Obtain fund prices the Fredrik way

SYNOPSIS

Top

    use Finance::Quote;

    $q = Finance::Quote->new;

    %fundinfo = $q->fetch("morningstar","fund name");

DESCRIPTION

Top

This module obtains information about Fredrik fund prices from www.morningstar.se.

FUND NAMES

Top

Use some smart fund name...

LABELS RETURNED

Top

Information available from Fredrik funds may include the following labels: date method source name currency price. The prices are updated at the end of each bank day.

SEE ALSO

Top

Perhaps morningstar?

Finance-Quote documentation Contained in the Finance-Quote distribution. 
package Finance::Quote::Morningstar;
require 5.004;

use strict;

use vars qw($VERSION $MORNINGSTAR_SE_FUNDS_URL);

use LWP::UserAgent;
use HTTP::Request::Common;
use HTML::TableExtract;

$VERSION = '1.17';
$MORNINGSTAR_SE_FUNDS_URL = 'http://morningstar.se/funds/overview.asp?cid=';

sub methods { return (morningstar => \&morningstar); }

{
  my @labels = qw/date isodate method source name currency price/;

  sub labels { return (morningstar => \@labels); }
}

sub morningstar {
  my $quoter  = shift;
  my @symbols = @_;

  return unless @symbols;
  my ($ua, $reply, $url, %funds, $te, $table, $row, @value_currency, $name);

  foreach my $symbol (@symbols) {
    $name = $symbol;
    $url = $MORNINGSTAR_SE_FUNDS_URL;
    $url = $url . $name;
    $ua    = $quoter->user_agent;
    $reply = $ua->request(GET $url);
    unless ($reply->is_success) {
	  foreach my $symbol (@symbols) {
        $funds{$symbol, "success"}  = 0;
        $funds{$symbol, "errormsg"} = "HTTP failure";
	  }
	  return wantarray ? %funds : \%funds;
    }

    $te = new HTML::TableExtract();
    $te->parse($reply->content);
    #print "Tables: " . $te->tables_report() . "\n";
    my $counter = 0;
    my $dateset = 0;
    for my $table ($te->tables()) {
	  for my $row ($table->rows()) {
        if (defined(@$row[0])) {
		  if ('Senaste NAV' eq substr(@$row[0],0,11)) {
            @value_currency = split(/ /, $$row[2]);
            $funds{$name, 'method'}   = 'morningstar_funds';
            $funds{$name, 'price'}    = $value_currency[0];
            $funds{$name, 'currency'} = $value_currency[1];
            $funds{$name, 'success'}  = 1;
            $funds{$name, 'symbol'}  = $name;
            $funds{$name, 'source'}   = 'Finance::Quote::Morningstar';
            $funds{$name, 'name'}   = $name;
            $funds{$name, 'p_change'} = "";  # p_change is not retrieved (yet?)
		  }
		  if ($counter == 7 && $dateset == 0) {
            my $date = substr($$row[1],0,10);
            $quoter->store_date(\%funds, $name, {isodate => $date});
            $dateset = 1;
		  }
        }
	  }
	  $counter++;
    }

    # Check for undefined symbols
    foreach my $symbol (@symbols) {
	  unless ($funds{$symbol, 'success'}) {
        $funds{$symbol, "success"}  = 0;
        $funds{$symbol, "errormsg"} = "Fund name not found";
	  }
    }
  }
  return %funds if wantarray;
  return \%funds;
}

1;