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 ass
John,
I like the way you're pointing here, but I'd suggest a slightly different
approach.
I'd create a spreadsheet with the APR data in a separate worksheet, and then
I'd compile data in other worksheets using that data. You can create formulae
that pull data from the APR and derive meaningf
> On Jan 31, 2025, at 06:51, Michael or Penny Novack via gnucash-user
> wrote:
>
> On 1/31/2025 7:31 AM, 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
On 1/31/2025 7:31 AM, 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
t
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 (financia
