./finance/libofx, OFX (Open Financial eXchange) Library

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Branch: CURRENT, Version: 0.10.9nb3, Package name: libofx-0.10.9nb3, Maintainer: gary

This is the LibOFX library. It is a parser and an API designed to
allow applications to very easily support OFX command responses,
usually provided by financial institutions for statement downloads.
To my knowledge, it is the first working OpenSource implementation
of the OFX (Open Financial eXchange) specification on the client
side.


Required to run:
[textproc/libxml++] [textproc/opensp] [www/curl] [lang/gcc49-libs]

Required to build:
[lang/gcc49] [pkgtools/cwrappers]

Master sites:

Filesize: 245.942 KB

Version history: (Expand)


CVS history: (Expand)


   2026-01-07 09:49:50 by Thomas Klausner | Files touched by this commit (2525)
Log message:
*: recursive bump for icu 78.1
   2025-11-17 12:01:43 by Thomas Klausner | Files touched by this commit (709)
Log message:
*: switch all sourceforge HOMEPAGEs to https
   2025-10-23 22:40:24 by Thomas Klausner | Files touched by this commit (2999)
Log message:
*: recursive bump for pcre2

Running an old binary against the new pcre doesn't work:
/usr/pkg/lib/libpcre2-8.so.0: version PCRE2_10.47 required by \ 
/usr/pkg/lib/libglib-2.0.so.0 not defined
   2025-10-05 21:26:29 by Jonathan Schleifer | Files touched by this commit (485)
Log message:
*: rev bump for curl
   2025-08-07 00:09:08 by Ryo ONODERA | Files touched by this commit (5) | Package updated
Log message:
finance/libofx: Update to 0.10.9

* Use cmake to build.

Changelog:
2022-10-03, LibOFX 0.10.9:

- Fix library name on Windows (#88)
- Fix several more memory issues (#90)

2022-09-27, LibOFX 0.10.8:

        - Fix null pointer dereference bugs (#87)
        - Initial support for exporting Config.cmake with targets (#81)
        - Fix version and tools description in vcpkg.json
        - Add cpack rules for "make source_package"
        - Fix installation path of libofx.h (#83)
        - Rename some variables that shadowed others to clarify different \ 
meanings #75 (#80)

2022-09-08, LibOFX 0.10.7:

        - autotools: fix LIBOFX_MAJOR_VERSION and friends in libofx.h (#76)
        - CMake: miscellaneous fixes (#73)

2022-09-04, LibOFX 0.10.6:

        - Update FindOpenSP; also allow to forcefully ENABLE SP_MULTI_BYTE (#71)
        - Add support for CMake build system (#63)
        - Minor code cleanup in CharStringtostring function and its header (#65)
        - Ignore SGML parser character error because the char is accepted fine \ 
(#60) (#64)
        - Fix find_dtd() when OFX_DTD_PATH env var is used (#66)
        - Add ./configure option to disable CLI tools
        - Only link ofx2qif against C++ STD lib
        - Win32 code fixes for MSVC compilation
        - Don't deconst iconv input buffer under Windows (#51)

2022-04-19, LibOFX 0.10.5:
        - Fix missing include for ptrdiff_t on Homebrew (#57)

2022-04-18, LibOFX 0.10.4:

        - #56: Fix parallel builds by fixing the man-page build
        - #54: Remove all "using namespace std" directives
        - #53: Fix some minor memory leaks
        - Revert #44 (fix "typos" in source code) because it was wrong

2021-09-29, LibOFX 0.10.3:

        - #45: fix gmt offset seconds
        - #44: fix various typos in source code
        - fix win32 build failure

2021-04-23, LibOFX 0.10.2:

        - #41: Improved imported date stability, see gnucash bug
        797848 and gnucash bug 636340.
        - #40: Respect --libdir for opensp. Don't override docdir.

2021-01-25, LibOFX 0.10.1:

        - Issue #37 fixed: Correct casting of iconv input argument
        - Issue #30 fixed: Let ofxdump also return an error value on error
        - Code cleanup towards normal C++

2021-01-03, LibOFX 0.10.0:

	- Issue #34 fixed: Remove unimplemented function from libofx.h header
	- Issue #30 fixed: Return error value if file parsing is unsuccessful in \ 
libofx_proc_file
	- Issue #29 fixed: Use given parameter for actual file type in libofx_proc_file

	- Large contribution adding investment / security handling in OFX files, by \ 
jeffjl74.
	- ABI-breaking change, hence MINOR version incremented (due to MAJOR still at zero),
	  but libofx.h API should only have additions
	- Details:
        - jeffjl74 Enhanced handling of investments in OFX files (support not \ 
added to OFC)
        - increased OFX_SECNAME_LENGTH to match the OFX spec (ABI-breaking \ 
change, hence MINOR version incremented)
        - OfxSecurityData now includes:
            - an enum for the type of the security (stock, bond, fund, option)
            - the optional <SECINFO> fields
            - the mandatory <DEBTINFO> and <OPTINFO> fields
            - the optional <DEBTINFO> and <OPTINFO> fields
        - added <INVBAL> parsing for cash balances in investment accounts
            - usefulness depends upon how the broker uses these fields
                - Vanguard fund account puts the market value in there instead \ 
of the cash balance
                - other tested brokers use it appropriately, though the date of \ 
the balance is sometimes inconsistent
                  usually due to unsettled trades, i.e. the "as of" \ 
date will say "today" but the cash
                  balance will actually be from a couple of days ago with the \ 
difference being unsettled trades.
        - <STMTTRN> fields under an <INVBANKTRAN> are now parsed \ 
into an OfxInvestmentTransactionContainer
            - This changes previous behaviour. LibOFX formerly provided an \ 
OfxBankTransactionContainer.
              Now it sets data.invtransactiontype_valid true with \ 
data.invtransactiontype = OFX_INVBANKTRAN.
              The end result is that the transaction callback now looks like an \ 
investment transaction
              (which it is) rather than a banking transaction (which it is not).
        - added the fields from section 13.9.2.4.2 of OFX spec 2.1.1 to \ 
OfxTransactionData
            - provides better support for bonds, options, and 401(k)
        - added <INVPOS> support to provide balances for securities
            - responds to sourceforge feature request #7
            - adds new callback for investment positions
                - adds new OfxPositionData struct
                - adds new ofx_set_position_cb function
        - added <CURRENCY>, <ORIGCURRENCY>, <CURRATE> and \ 
<CURSYM> parsing and fields to transactions, securities, and positions
        - added a new account type OfxAccountData::OFX_401K
            - if set, will add <INC401K>Y</INC401K> and \ 
<INC401KBAL>Y</INC401KBAL> in the investment statement request
                - this is currently untested
            - added parsing of transactions for 401k in the response (tested \ 
only via ofxdump on spec examples)
        - added a fix for sourceforge bug #46 account callback on <TRANSFER>
            - <TRANSFER> no longer results in redundant/irrelevant account \ 
and statement callbacks
        - modified ofxdump to support the above changes
        - added investment account examples from OFX 2.1.1 spec to \ 
"ofx_sample_files"
            - fixed some time offsets in the OFX spec examples
                - section 13.13: EST is GMT -5
                - section 16.5.3.2: August is not PST or GMT -8. Changed to -7 PDT
                - section 16.5.4.2: August is not PST or GMT -8. Changed to -7 PDT
            - updated existing samples to fix the time formats (added seconds to \ 
the time format)
        - could not get openSP to parse ofx201.dtd
            - for elements that actually still provide their data,
              ofxdump generates lots of parse errors on an OFX 2.x file.
              Data handling for these elements in ofx_sgml.cpp is a little \ 
unorthodox.
   2025-04-19 09:58:38 by Thomas Klausner | Files touched by this commit (750)
Log message:
*: recursive bump for default Kerberos implementation switch
   2025-04-17 23:53:13 by Thomas Klausner | Files touched by this commit (2449)
Log message:
*: recursive bump for icu 77 and libxml2 2.14
   2024-11-14 23:22:33 by Thomas Klausner | Files touched by this commit (2428)
Log message:
*: recursive bump for icu 76 shlib major version bump