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SequelBasis is a PostgreSQL-based tool that calculates mutual fund data (cost basis, capital gain, portfolio allocation). Multiple currencies are implemented and fund data can be converted to other currencies using appropriate daily exchange rates.
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GNU General Public License version 2.0 (GPLv2)Follow SequelBasis
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User Reviews
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I have used sequelbasis since 2013 with no issues at all. I rcently upgraded my Ubuntu installation to 20.04 and now cannot successfully update_summary. Postgresql-12 is the default release in Ubuntu 20.04, and postgresql no longer supports use of OID in public tables. The create_main.sql in sequelbasis says I need to modify the code ... "If Postgresql behavior changes, this code will have to be modified slightly (Insert a row_id column generated correctly in tmp_summary, and use it instead of OID)." I know nothing about SQL, but have tried to modify the code, with no success. The best I get is that postgresql does not load one of the functions "CREATE FUNCTION date_of_oldest_unsold_shares(INTEGER) RETURNS DATE AS '". As it stands, I can no longer use this project. I am very upset about it.