weatherweenie
Well-known member
Personally, I don't use the L funds, so I don't need them tracked.
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Personally, I don't use the L funds, so I don't need them tracked.
Hi,
It took me a week (spare time) to get the logic nailed down for synchronizing members daily allocation, share prices and balances. It was the most difficult part so far in this project. I am glad that I got it working now.
Next question to the board members is: Do you want to have the L funds to be tracked also? I can add this feature if it is desired.
Ocean
It took me a week (spare time) to get the logic nailed down for synchronizing members daily allocation, share prices and balances. It was the most difficult part so far in this project. I am glad that I got it working now.
Next question to the board members is: Do you want to have the L funds to be tracked also? I can add this feature if it is desired.
Ocean
EWGuy,
The 10 minute grace period will be enforced. The tracker will track the member's IFT allocation with time stamp. If IFT report is recorded before or at 12:10 PM, the transfer will take place on the same COB day. Everything else at or after 12:11 PM will be deferred for the next COB day and holidays and weekend rules will apply.
As for your database, it is a challenge to incorporate into the tracker but I will try my best to make good use of the data that you have. I will PM you for exporting the data.
As for stat reports, it will open for all members, I will try to have YTD returns, Qtr-T-D, Month-T-D, Week-T-D, daily movers, top 10 list or 20 or 30 that similar to what Rokid, Fundsufer, ATCJeff are doing now. Hopefully these automated stat reports will save everybody's time in the future.
Ocean
The 10 minute grace period will be enforced. The tracker will track the member's IFT allocation with time stamp. If IFT report is recorded before or at 12:10 PM, the transfer will take place on the same COB day. Everything else at or after 12:11 PM will be deferred for the next COB day and holidays and weekend rules will apply.
As for your database, it is a challenge to incorporate into the tracker but I will try my best to make good use of the data that you have. I will PM you for exporting the data.
As for stat reports, it will open for all members, I will try to have YTD returns, Qtr-T-D, Month-T-D, Week-T-D, daily movers, top 10 list or 20 or 30 that similar to what Rokid, Fundsufer, ATCJeff are doing now. Hopefully these automated stat reports will save everybody's time in the future.
Ocean
EW_ret
Retired Tracker
How is the ten minute grace period accounted for? Should the 12:00 pm ET times be 12:10 pm ET?
I will send you the MYSQL (ver 5.0.18-Debian_9) database tables on member names, transactions, and fund prices that I have for this year. If we transition to the automated tracker this year we will have the data for this year. The format and layout will likely be different from yours. The fund price table contains all Lifecycle funds prices and well as G/F/C/S/I. How do you want me to send these MySQL database tables? Send me your email by PM.
I will send you the MYSQL (ver 5.0.18-Debian_9) database tables on member names, transactions, and fund prices that I have for this year. If we transition to the automated tracker this year we will have the data for this year. The format and layout will likely be different from yours. The fund price table contains all Lifecycle funds prices and well as G/F/C/S/I. How do you want me to send these MySQL database tables? Send me your email by PM.
Hi,
I am more than 50% done with the automated tracker and I expect it to be completed by early August. I am writing the transfer rule sets now and I believe the following rules are correct but I would like to verify with someone here. Please let me know if the followings are true.
1. IFT the day before the holiday after 12:00 EDT (the government official site will IFT at the end of the next business day. (e.g. IFT from 7/3/2007 after 12:00 EDT to 7/5/2007 before 12:00 EDT, the actual effective transfer will take place at the end of 7/5/2007).
2. IFT from Friday after 12:00 EDT to Monday before 11:59 EDT will take effect on Monday COB.
Thanks
Ocean
I am more than 50% done with the automated tracker and I expect it to be completed by early August. I am writing the transfer rule sets now and I believe the following rules are correct but I would like to verify with someone here. Please let me know if the followings are true.
1. IFT the day before the holiday after 12:00 EDT (the government official site will IFT at the end of the next business day. (e.g. IFT from 7/3/2007 after 12:00 EDT to 7/5/2007 before 12:00 EDT, the actual effective transfer will take place at the end of 7/5/2007).
2. IFT from Friday after 12:00 EDT to Monday before 11:59 EDT will take effect on Monday COB.
Thanks
Ocean
Griffin
Well-known member
I don't know if ocean read this, but my concern with creating something that looks to close to the tsp.gov site is that folks will get confused about which screen they entered a transaction into and forget to make one or the other. It probably would be helpful to have a bold message on the screen to remind folks to make the change in both places.
That would be Ocean. Let's hope it comes through for us.(except for the poor guy or gal who gets stuck with writing the software).
FogSailing
Well-known member
Tom/EW:
Just send me a private email when you would like my help. TSPTalk offers tremendous benefit to federal workers and retirees. Nothing wrong with a little relief pitching once in a while.
FS
Just send me a private email when you would like my help. TSPTalk offers tremendous benefit to federal workers and retirees. Nothing wrong with a little relief pitching once in a while.
FS
EW_ret
Retired Tracker
Thanks for the offer on help. I will keep that in mind. Just to keep our members informed, I have all TSP fund prices and member transactions in a MySQL database located on internet server. We use PHP software routines to manually enter member IFTs into a transaction form, and generate the weekly WebTracker spreadsheet. This was developed earlier in the year by a good friend of mine. It has saved time entering member transactions, generating the spreadsheet, and reduced the spreadsheet size.
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FogSailing
Well-known member
Tom:
I have to be on a road trip until early July (family bidddness), however, I can offer EW some part time help for a few weeks to a month in either July or August.
Just let me know.
FS
I have to be on a road trip until early July (family bidddness), however, I can offer EW some part time help for a few weeks to a month in either July or August.
Just let me know.
FS
EWGuy has offered to stay on as tracker until the automated program is ready to go. That's a relief! He will take a two-week vacation this month and some folks have offered to step in temporarily. Much appreciation to all!!
Keep those ideas coming. Anything that will make the tracking and tallying easier is a big help.
Keep those ideas coming. Anything that will make the tracking and tallying easier is a big help.
ATCJeff
Well-known member
Since I started my little thread on the top decile returns, I've been thinking of a easier way to compile the data for the tracker. I'm not a expert on Excel, but I'm pretty sure you can just input allocation changes onto a master member list and have a list of the daily fund prices and you should be able to output a ranking based on YTD return.
Any thoughts?
Jeff
Any thoughts?
Jeff
FundSurfer
Well-known member
You could always create a file and then write an excel macro to suck in the data. That I could do... writing php-whatever I couldn't. I've thought about learning but it's too low on my list of priorities to ever actually get done.
We made need you.
No big deal. I was just talking out loud to see if anyone who currently possesses php skills could affirm or deny.
(Im just not beginning to tool around with php for my website. It is getting better, but I am far from an expert right now.)But the more I think about it, it should be entirely possible to pull the transactions of the day from the mb database. The trick would be to automate the integration of that file into the master excel database. But even if you cant get the 2nd phase, the amount of work would be much smaller than what is currently being done.
