Yes, I think it's very useful to have all of my financial data in GC,
even tho it doesn't do everything that I want. I haven't found the
brokerage firms analysis tools useful. They seem to be oriented toward
the active investor & do their best to encourage trading.
I'm an index fund, buy and hold, investor. I use a balance sheet
report in GC which I export then use some script and Octave tools to
generate an asset allocation report where I keep running log in a
spreadsheet. It's messy but I don't know anything about Scheme, so
this was easier for me.
I still rely on the brokerage data for cap gains and taxable stuff, but
I try to make sure my GC data is consistent.
On 11/8/23 11:16, Jediator wrote:
After dumping QB and using GC for couple of months, I started really
enjoying its features and simplicity. I noticed that a major feature
in GC is the stock and investment management function, which I was
hesitating to get into. I'd like to hear from fellow GC users on the
usefulness and best practices for using GC for investment management.
Especially:
1. GC was developed in the 90's before many brokerage firms offer
portfolio management and analysis tools. Is it really useful to
replicate your investment data in GC from your brokerage account?
What are the advantages does GC bring in doing this other than
calculating capital gain taxes/loss?
2. What types of direct reporting functions in GC for investment
management (Info in tool guide and online Wiki seems to be outdated)?
3. How do you compare GC with other open source products (e.g.,
Ghostpolio)?
Thanks a lot in advance! -- JC
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