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
