I have indeed tried the Advanced Portfolio report, but have a few
problems with it:
1. It gives performance per currently owned security, but I am looking
for overall performance of each securities account, including cash
positions and securities which have been sold. In particular, I
would like to compare the performance of self-managed accounts with
those managed by banks.
2. The indicated return figures are presuably for the duration of
ownership, whereas I would like to have figures for the past
calendar year
3. It automatically selects all individual securities and won't let me
select other asset accounts. To minimize the accounting effort, I
have configured my bank-managed accounts as generic asset accounts.
To achieve the desired performance comparison, I need to be able to
select the appropriate asset accounts myself.
4. Not critical, but it would be nice to have a graphic, such as those
provided by the Asset Bar Chart or the Net Worth Line Chart.
Thanks for your help!
On 02.03.20 01:32, Mike Alexander wrote:
On 1 Mar 2020, at 11:51, rsbrux via gnucash-user wrote:
I need some reports which show the performance of various
investment accounts over the past year. I don't find anything
suitable in GC 2.6.19 and don't have the chops (neither in
accounting nor in guile) to write my own. Surely I am not the
first GC user with this need. The only thing I found which looks
useful is gnucash-portfolio:
Have you tried the Advanced Portfolio report? I think it works pretty
well in 2.6.19. Depending on what you want it might do the trick.
|Mike |
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