Dear Thomas,
Thanks for pointing out Portfolio Performance; I have been looking for a way to
extract such reporting from GC, but perhaps I would be better off using an
external tool like PP.
If you succeed in finding or creating such a bridge between GC and PP, please
post back here, as I am sure others (including myself) would be interested.
Date: Fri, 10 Dec 2021 08:03:56 -0500
From: D <sunfis...@yahoo.com>
To: Thomas <tduellmann+gnucashu...@gmail.com>
Cc: Christopher Lam <christopher....@gmail.com>, "D. via gnucash-user"
<gnucash-user@gnucash.org>
Subject: Re: [GNC] Stock data export to Portfolio Performance
Message-ID: <277c927d-12ba-4270-a874-35bf5666c...@yahoo.com>
Content-Type: text/plain; charset=UTF-8
The answer really is embedded in what format Portfolio Performance needs for
its input. I didn't see anything leap out at me in their website about that in
my brief scan. Most likely, you'd use a gnucash report to output data to a
spreadsheet and import to PP from there.
On Dec 10, 2021, 06:15, at 06:15, Thomas <tduellmann+gnucashu...@gmail.com>
wrote:
>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
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