Re: [GNC] Stock data export to Portfolio Performance

2021-12-10 Thread Thomas
ease > post back here, as I am sure others (including myself) would be interested. > > Date: Fri, 10 Dec 2021 08:03:56 -0500 > From: D > To: Thomas > Cc: Christopher Lam , "D. via gnucash-user" > > Subject: Re: [GNC] Stock data export to Portfoli

Re: [GNC] Stock data export to Portfolio Performance

2021-12-10 Thread rsbrux via gnucash-user
sure others (including myself) would be interested. Date: Fri, 10 Dec 2021 08:03:56 -0500 From: D To: Thomas Cc: Christopher Lam , "D. via gnucash-user" Subject: Re: [GNC] Stock data export to Portfolio Performance Message-ID: <277c927d-12ba-4270-a874-35bf5666c...@yahoo.com&

Re: [GNC] Stock data export to Portfolio Performance

2021-12-10 Thread D via gnucash-user
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

Re: [GNC] Stock data export to Portfolio Performance

2021-12-10 Thread Thomas
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 curre

Re: [GNC] Stock data export to Portfolio Performance

2021-12-10 Thread Christopher Lam
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

[GNC] Stock data export to Portfolio Performance

2021-12-10 Thread Thomas
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