Hi Christopher, thanks for your reply! With "Portfolio Performance", I was referring to specific (external) tool with that name. I forgot to mention that explicitly. My hope was that I could record all the data and changes in GnuCash and just regularly export the required information about my current stock portfolio to have additional tooling and visualizations in "Portfolio Performance".
The website of "Portfolio Performance": https://www.portfolio-performance.info/en/ Best, Thomas On Fri, 10 Dec 2021 at 12:09, Christopher Lam <christopher....@gmail.com> wrote: > > Imnsho, portfolio "performance" is a popular term, and I'm not sure it has an > official definition. > > There's an IFRS report in the experimental menu to analyse a single stock > activity. It aims to calculate a mathematical average cost price of the > stock. You can then compare it with the stock latest price to generate a > performance metric. > > (Not an accountant). > > On Fri, 10 Dec 2021, 6:53 pm Thomas, <tduellmann+gnucashu...@gmail.com> wrote: >> >> Hello everybody, >> >> in order to have a detailed and interactive overview of all my stock >> portfolio, I would like to export the data I have in gnucash (e.g., >> when I bought how many stocks at what price) and import it into >> Portfolio Performance. It is a rather stock-focused tool, which is why >> I want to stick with gnucash, but would love to have some of the >> visualization and calculation tools of Portfolio Performance. >> >> Does anybody do this in any way already or could give a hint how that >> could be doable? >> If there are other (more compatible) tools of the type of Portfolio >> Performance that are freely available, I'd also be interested in >> hearing about how you do it with these tools. >> >> Thanks a lot in advance! >> >> Best, >> Thomas >> _______________________________________________ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> If you are using Nabble or Gmane, please see >> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >> ----- >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
