If you have individual stocks & bonds, then what 'Michael or Penny'
suggested is probly the easiest. Mine are mostly index funds which
don't always have just one sector.
I'm doing something similar to what John R suggested, but in Octave.
I have an Octave script (matlab-like) which has the asset allocation
portions for each fund. I export a GC report, convert to CSV, load it
into Octave. The script prints an asset allocation table to the screen
which I cut and paste into a spreadsheet. I run this every month or 2
or 3. I don't track the business sectors like you mentioned, just the
macro sectors like large cap, value, international...
You could probly do it in a spreadsheet, but I'm more comfortable with
octave/matlab for something like this
It's kind of convoluted and messy but works reliably for me.
Brad
On 1/31/25 05:31, rsbrux via gnucash-user wrote:
I have been using GC for years for all of my bookkeeping, including investment
tracking.
I have managed to make rudimentary Asset Allocation reports for the major
investment types (stocks, bonds, funds, etc.) but would like to also monitor
the distribution of my investments over sector (financial, industrial,
pharmaceutical, etc.)
I don't find any way to do this in GC, or even a way to associate a given
investment with a given sector.
How do other GC users handle this? Is there some add-on or external tool
anyone can recommend?
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