New version of OfxParser available

OfxParser

Written by Christophe Kamieniarz Monday, 29 September 2008 09:21

The 0.3 version of OfxParser is available. OfxParser can parse now files from banks. The tests have been done on files from the Bank of Montreal. The files from your own bank can be slighly different but adapting OfxParser should not be that difficult.

Here is the list of all the changes:

* New            : Parsing of bank files.
* Fixed          : The routine does not crash if ending markups are missing.
* Breaking change: OfxBalance class has been renamed OfxInvestmentBalance. 
* Breaking change: OfxTransaction class has been renamed OfxSecurityTransaction. 
* Breaking change: OfxTransactionType class has been renamed OfxInvestmentTransactionType. 
* Breaking change: OfxInvestmentTransactionType class has been renamed OfxSecurityTransactionType.

Download: OfxParser 0.3

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No so much activity lately

General

Written by Christophe Kamieniarz Friday, 05 September 2008 13:13

I did not post since end of April. Why? I would like to quote Jimmy Nilson. As he states in his book “Applying Domain-Driven Design and Patterns”:
It was easier in the past as you only had to know a little about Cobol and files. Now, you have to be expert on C# or Java, Relational Databases, SQL, O/R Mappers, and so on, and so forth. If someone tries to make the whole thing simpler by adding yet another layer, that will tip the scales, especially to newcomers.
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It's never too late to learn!

General

Written by Christophe Kamieniarz Tuesday, 22 April 2008 19:00

If you take a look at my OFXParser code, you could think that the programming style is rather basic, indeed simplistic. And you can be right. I took the more straightforward approach, because I wanted a routine quickly. It works, but I like more elegant solutions. Lately, I found this excellent tool: LINQPad. Of course, as every .Net programmer, I had the big picture of Linq, but never tried to use it. I asked myself if I could use Linq in the case of my parser. After a short test, I found out that the answer was yes! For instance, the statement to found all the purchased stocks is that simple:

XDocument geDoc  = XDocument.Load("Test1.ofx");
var boughtStocks = from bs in geDoc.Descendants("BUYSTOCK")
                   select bs.Value;
 
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Because I want to integrate Linq in OFXParser, the next version release will be postponed.

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First version of OFXParser released

OfxParser

Written by Christophe Kamieniarz Friday, 18 April 2008 12:53

As promised earlier, I released the C# sources of my OFX parser routine today. OFX stands for Open Financial eXchange and is a specification for the electronic exchange of financial data between financial institutions (such as banks, brokers) and specialized software. The most well known example of such software is Microsoft Money.
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Welcome on Transfolio.com!

Written by Christophe Kamieniarz Thursday, 17 April 2008 15:25

This site is dedicated to C# applied to the stock markets. As such, I will consider to be a notebook and the record of my progress through the coding of my new project, Transfolio.
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