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hug-sch committed Sep 13, 2024
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184 changes: 92 additions & 92 deletions de/sitemap.xml

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6 changes: 3 additions & 3 deletions en/how-to/downloading-historical-prices/eodhd/index.html
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Expand Up @@ -3401,7 +3401,7 @@ <h1>EODHistorical Data</h1>
<p>If you have some special requirements, you can also use the JSON Quote Feed Provider (see <a href="https://eodhd.com/financial-apis/api-for-historical-data-and-volumes/">API documentation</a> for some use cases). For example, the following request will retrieve the Apple historical prices from the <strong>month January 2000</strong>.</p>
<p><em>Feed URL</em></p>
<p><code>https://eodhd.com/api/eod/AAPL?from=2000-01-01&amp;to=2000-01-31&amp;period=d&amp;api_token=demo&amp;fmt=json</code></p>
<p><em>Path to Date</em> = <code>$.[*].date</code> and <em>Path to Close</em> = $.[*].close</p>
<p><em>Path to Date</em> = <code>$[*].date</code> and <em>Path to Close</em> = $[*].close</p>
<p>Entering the URL in a browser will display the following (abbreviated) JSON.
</p><div class="highlight"><pre><span></span><code><a id="__codelineno-0-1" name="__codelineno-0-1" href="#__codelineno-0-1"></a>[
<a id="__codelineno-0-2" name="__codelineno-0-2" href="#__codelineno-0-2"></a> {
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<a id="__codelineno-0-28" name="__codelineno-0-28" href="#__codelineno-0-28"></a> }
<a id="__codelineno-0-29" name="__codelineno-0-29" href="#__codelineno-0-29"></a>]
</code></pre></div>
<p>This is an array of objects; accessed from the root with <code>$.[*]</code>. The JSON path to the date is formed by <code>$.[*].date</code> and to the closing price with <code>$.[*].close</code>.</p>
<p>This is an array of objects; accessed from the root with <code>$[*]</code>. The JSON path to the date is formed by <code>$[*].date</code> and to the closing price with <code>$[*].close</code>.</p>



Expand All @@ -3454,7 +3454,7 @@ <h1>EODHistorical Data</h1>
<span class="md-icon" title="Last update">
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M21 13.1c-.1 0-.3.1-.4.2l-1 1 2.1 2.1 1-1c.2-.2.2-.6 0-.8l-1.3-1.3c-.1-.1-.2-.2-.4-.2m-1.9 1.8-6.1 6V23h2.1l6.1-6.1-2.1-2M12.5 7v5.2l4 2.4-1 1L11 13V7h1.5M11 21.9c-5.1-.5-9-4.8-9-9.9C2 6.5 6.5 2 12 2c5.3 0 9.6 4.1 10 9.3-.3-.1-.6-.2-1-.2s-.7.1-1 .2C19.6 7.2 16.2 4 12 4c-4.4 0-8 3.6-8 8 0 4.1 3.1 7.5 7.1 7.9l-.1.2v1.8Z"/></svg>
</span>
<span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">February 1, 2024</span>
<span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">September 13, 2024</span>
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12 changes: 6 additions & 6 deletions en/how-to/downloading-historical-prices/json/index.html
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Expand Up @@ -3487,11 +3487,11 @@ <h2 id="import-the-data-with-an-api">Import the data with an API</h2>
<p><figure class="pp-figure" id="_figure-1"><figcaption>Figure 1. Server response from JSON Quote Feed Provider (EODHD). </figcaption><img alt="" src="../images/json-eodhd-parameters.png"></figure></p>
<ul>
<li>Feed URL: <code>https://eodhd.com/api/eod/AAPL?from=2024-01-15&amp;to=2024-01-17&amp;period=d&amp;api_token=demo&amp;fmt=json</code></li>
<li>Path to Date: <code>$.[*].date</code></li>
<li>Path to Close: <code>$.[*].close</code></li>
<li>Path to Day's Low: <code>$.[*].low</code></li>
<li>Path to Day's High: <code>$.[*].high</code></li>
<li>Path to Volume: <code>$.[*].volume</code></li>
<li>Path to Date: <code>$[*].date</code></li>
<li>Path to Close: <code>$[*].close</code></li>
<li>Path to Day's Low: <code>$[*].low</code></li>
<li>Path to Day's High: <code>$[*].high</code></li>
<li>Path to Volume: <code>$[*].volume</code></li>
</ul>
<p>Let's try a more complicated example. The following endpoint URL enables the retrieval of NVIDIA's two most recent daily quotes from Yahoo Finance (click the following link to see the result).</p>
<p><a href="https://query1.finance.yahoo.com/v8/finance/chart/NVDA?interval=1d&amp;range=2d">https://query1.finance.yahoo.com/v8/finance/chart/NVDA?interval=1d&amp;range=5d</a></p>
Expand Down Expand Up @@ -3563,7 +3563,7 @@ <h2 id="import-the-data-with-an-api">Import the data with an API</h2>
<span class="md-icon" title="Last update">
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M21 13.1c-.1 0-.3.1-.4.2l-1 1 2.1 2.1 1-1c.2-.2.2-.6 0-.8l-1.3-1.3c-.1-.1-.2-.2-.4-.2m-1.9 1.8-6.1 6V23h2.1l6.1-6.1-2.1-2M12.5 7v5.2l4 2.4-1 1L11 13V7h1.5M11 21.9c-5.1-.5-9-4.8-9-9.9C2 6.5 6.5 2 12 2c5.3 0 9.6 4.1 10 9.3-.3-.1-.6-.2-1-.2s-.7.1-1 .2C19.6 7.2 16.2 4 12 4c-4.4 0-8 3.6-8 8 0 4.1 3.1 7.5 7.1 7.9l-.1.2v1.8Z"/></svg>
</span>
<span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">February 13, 2024</span>
<span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">September 13, 2024</span>
</span>


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12 changes: 9 additions & 3 deletions en/how-to/recording-merger/index.html
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Expand Up @@ -26,7 +26,7 @@



<title>How to record a merger of two companies? - Portfolio Performance Manual</title>
<title>How to record a merger or acquisition? - Portfolio Performance Manual</title>



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<div class="md-header__topic" data-md-component="header-topic">
<span class="md-ellipsis">

How to record a merger of two companies?
How to record a merger or acquisition?

</span>
</div>
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<h1>Recording a merger</h1>

<p>A merger occurs when two separate companies combine forces to create a new organization. An acquisition refers to the takeover of one company by another. According to <a href="https://www.investopedia.com/ask/answers/021815/what-difference-between-merger-and-acquisition.asp">Investopedia</a>, both terms have become increasingly blended.</p>
<p>Exxon Corp. and Mobil Corp. completed their merger in November 1999. Exxon shareholders owned 70 per cent of the new company. Mobil shareholders are left with 30 per cent of the merged group.</p>
<p>This corporate action could be recorded in PP as an outbound/inbound delivery. Suppose that you owned 10 Exxon and 50 Mobile shares. This will result in (10 x 0.7) + (50 x 0.3) = 7 + 15 or 22 shares of ExxonMobil Corp.</p>
<ul>
<li>Transaction 1: outbound delivery of 10 Exxon shares </li>
</ul>
<p>According to <a href="https://www.reuters.com/markets/deals/unipol-gruppo-makes-buyout-offer-valuing-unipolsai-82-bln-2024-02-16/">Reuters</a>, the Italian financial group Unipol announced on February 16, 2024 an offer to acquire the remaining 14.75% stake in UnipolSAI. Unipol Gruppo is offering 2.7 euros per share to buy out UnipolSAI shareholders, or alternatively, UnipolSAI shareholders can exchange 10 shares of UnipolSAI for 3 shares of Unipol Gruppo.</p>
<p>From the respective websites (<a href="https://www.unipol.it/en/investor/share-information">Unipol Gruppo</a> and <a href="https://www.unipolsai.com/en/investors/share-information">UnipolSAI</a>) we know that the closing price on February 15 was € 5.74 for Unipol Gruppo and € 2.4/share for UnipolSAI. were: </p>

Expand All @@ -3417,7 +3423,7 @@ <h1>Recording a merger</h1>
<span class="md-icon" title="Last update">
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M21 13.1c-.1 0-.3.1-.4.2l-1 1 2.1 2.1 1-1c.2-.2.2-.6 0-.8l-1.3-1.3c-.1-.1-.2-.2-.4-.2m-1.9 1.8-6.1 6V23h2.1l6.1-6.1-2.1-2M12.5 7v5.2l4 2.4-1 1L11 13V7h1.5M11 21.9c-5.1-.5-9-4.8-9-9.9C2 6.5 6.5 2 12 2c5.3 0 9.6 4.1 10 9.3-.3-.1-.6-.2-1-.2s-.7.1-1 .2C19.6 7.2 16.2 4 12 4c-4.4 0-8 3.6-8 8 0 4.1 3.1 7.5 7.1 7.9l-.1.2v1.8Z"/></svg>
</span>
<span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">March 21, 2024</span>
<span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">September 13, 2024</span>
</span>


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