r23575 - gnucash-docs/trunk/guide/C - Update text and images in first part of investment chapter. This also fix bug #684762.\nBP
Cristian Marchi
cmarchi at code.gnucash.org
Wed Dec 18 15:14:14 EST 2013
Author: cmarchi
Date: 2013-12-18 15:14:13 -0500 (Wed, 18 Dec 2013)
New Revision: 23575
Trac: http://svn.gnucash.org/trac/changeset/23575
Added:
gnucash-docs/trunk/guide/C/figures/invest_int2-1.png
Modified:
gnucash-docs/trunk/guide/C/ch_invest.xml
gnucash-docs/trunk/guide/C/figures/invest_AccountsPredef.png
gnucash-docs/trunk/guide/C/figures/invest_SetupPortfolio2.png
gnucash-docs/trunk/guide/C/figures/invest_int1.png
gnucash-docs/trunk/guide/C/figures/invest_int2.png
gnucash-docs/trunk/guide/C/figures/invest_int3.png
gnucash-docs/trunk/guide/C/figures/invest_newaccount.png
gnucash-docs/trunk/guide/C/figures/invest_newsecurity.png
gnucash-docs/trunk/guide/C/figures/invest_peditor.png
gnucash-docs/trunk/guide/C/figures/invest_peditor2.png
gnucash-docs/trunk/guide/C/figures/invest_selectsecurity.png
gnucash-docs/trunk/guide/C/figures/invest_setup_current.png
gnucash-docs/trunk/guide/C/figures/invest_setup_portfolio1.png
gnucash-docs/trunk/guide/C/figures/invest_stockvalue.png
Log:
Update text and images in first part of investment chapter. This also fix bug #684762.\nBP
Modified: gnucash-docs/trunk/guide/C/ch_invest.xml
===================================================================
--- gnucash-docs/trunk/guide/C/ch_invest.xml 2013-12-16 18:55:50 UTC (rev 23574)
+++ gnucash-docs/trunk/guide/C/ch_invest.xml 2013-12-18 20:14:13 UTC (rev 23575)
@@ -45,97 +45,137 @@
become familiar with these terms, or at least, refer back to this list
if you encounter an unfamiliar word in the later sections.</para>
- <itemizedlist>
+ <variablelist>
+ <varlistentry>
+ <term><emphasis>Capital gains</emphasis></term>
<listitem>
- <para><emphasis>Capital gains</emphasis> is the difference between
+ <para>It is the difference between
the purchase and selling prices of an investment. If the selling
price is lower than the purchase price, this is called a
<emphasis>capital loss</emphasis>. Also known as <emphasis>realized
gain/loss</emphasis>.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Commission</emphasis></term>
<listitem>
- <para><emphasis>Commission</emphasis> is the fee you pay to a broker
+ <para>It is the fee you pay to a broker
to buy or sell securities.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Common stock</emphasis></term>
<listitem>
- <para><emphasis>Common stock</emphasis> is a security that
+ <para>It is a security that
represents a certain fractional ownership of a company. This is what
you buy when you <quote>buy stock</quote> in a company on the open market. This
is also sometimes known as <emphasis>capital
stock</emphasis>.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Compounding</emphasis></term>
<listitem>
- <para><emphasis>Compounding</emphasis> is the concept that the
+ <para>It is the concept that the
reinvested interest can later earn interest of its own (interest on
interest). This is often referred to as <emphasis>compound
interest</emphasis>.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Dividens</emphasis></term>
<listitem>
- <para><emphasis>Dividends</emphasis> are cash payments a company
+ <para>Dividends are cash payments a company
makes to shareholders. The amount of this payment is usually
determined as some amount of the profits of the company. Note that
not all common stocks give dividends.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Equities</emphasis></term>
<listitem>
- <para><emphasis>Equities</emphasis> are investments in which the
+ <para>Equities are investments in which the
investor becomes part (or whole) owner in something. This includes
common stock in a company, or real estate.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Interest</emphasis></term>
<listitem>
- <para><emphasis>Interest</emphasis> is what a borrower pays a lender
+ <para>It is what a borrower pays a lender
for the use of their money. Normally, this is expressed in terms of
a percentage of the principal per year. For example, a savings
account with 1% interest (you are the lender, the bank is the
borrower) will pay you $1 for every $100 you keep there per
year.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Liquidity</emphasis></term>
<listitem>
- <para><emphasis>Liquidity</emphasis> is a measure of how easily
+ <para>It is a measure of how easily
convertible an investment is to cash. Money in a savings account is
very liquid, while money invested in a house has low liquidity
because it takes time to sell a house.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Principal</emphasis></term>
<listitem>
- <para><emphasis>Principal</emphasis> is the original amount of money
+ <para>It is the original amount of money
invested or borrowed.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Realized vs Unrealized Gain/Loss</emphasis></term>
<listitem>
- <para><emphasis>Realized vs Unrealized Gain/Loss</emphasis>,
- unrealized gain or loss occurs when you’ve got a change in price of
+ <para>Unrealized gain or loss occurs when you’ve got a change in price of
an asset. You realize the gain/loss when you actually sell the
asset. See also <emphasis>capital gain/loss</emphasis>.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Return</emphasis></term>
<listitem>
- <para><emphasis>Return</emphasis> is the total income plus capital
+ <para>It is the total income plus capital
gains or losses of an investment. See also
<emphasis>Yield</emphasis>.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Risk</emphasis></term>
<listitem>
- <para><emphasis>Risk</emphasis> is the probability that the return
+ <para>It is the probability that the return
on investment is different from what was expected. Investments are
often grouped on a scale from low risk (savings account, government
bonds) to high risk (common stock, junk bonds). As a general rule of
thumb, the higher the risk the higher the possible return.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Shareholder</emphasis></term>
<listitem>
- <para><emphasis>Shareholder</emphasis> is a person who holds common
+ <para>Shareholder is a person who holds common
stock in a company.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Stock split</emphasis></term>
<listitem>
- <para><emphasis>Stock split</emphasis> occurs when a company offers
+ <para>It occurs when a company offers
to issue some additional multiple of shares for each existing stock.
For example, a <quote>2 for 1</quote> stock split means that if you own 100
shares of a stock, you will receive an additional 100 at no cost to
@@ -143,22 +183,29 @@
net change in the value, so in this example the price per share will
be halved.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Valutation</emphasis></term>
<listitem>
- <para><emphasis>Valuation</emphasis> is the process of determining
+ <para>It is the process of determining
the market value or the price the investment would sell at in a
<quote>reasonable time frame</quote>.</para>
</listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><emphasis>Yield</emphasis></term>
<listitem>
- <para><emphasis>Yield</emphasis> is a measure of the amount of money
+ <para>It is a measure of the amount of money
you earn from an investment (IE: how much income you receive from
the investment). Typically this is reported as a percentage of the
principal amount. Yield does not include capital gains or loses (see
Return). Eg: A stock sells for $100 and gives $2 in dividends per
year has a yield of 2%.</para>
</listitem>
- </itemizedlist>
+ </varlistentry>
+ </variablelist>
</sect2>
<sect2 id="invest_types2">
@@ -245,10 +292,12 @@
all your publicly traded stocks under a parent account named after the
brokerage firm you used to buy the stocks.</para>
+ <note>
<para>Regardless of how you setup your account hierarchy, remember that
you can always move accounts around later (without losing the work you’ve
put into them), so your initial account hierarchy does not have to be
perfect.</para>
+ </note>
<sect2 id="invest_predefined2">
<title>Using Predefined Investment Accounts</title>
@@ -268,17 +317,21 @@
selected, this will create an account hierarchy as shown
below.</para>
- <note>
+ <tip>
<para>You can also run the <guilabel>New Account Hierarchy
Setup</guilabel> assistant by creating a new <application>&app;</application> file.</para>
- </note>
+ </tip>
<screenshot id="invest_accountspredef">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_AccountsPredef.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_AccountsPredef.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_AccountsPredef.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Setup Interest Investment</phrase>
@@ -291,7 +344,7 @@
</screenshot>
<para>You will probably at least want to add a <emphasis>Bank</emphasis>
- account to the Assets and probably an <emphasis>Equity:Opening Balance</emphasis>
+ account to the Assets and probably an <emphasis>Equity:Opening Balances</emphasis>
account, as we have done in previous chapters. Don’t
forget to save your new account file with a relevant name!</para>
</sect2>
@@ -365,10 +418,12 @@
My Stockbroker
</literallayout></para>
+ <tip>
<para>There really is no standard way to set up your investment account
hierarchy. Play around, try different layouts until you find something
which divides your investment accounts into logical groups which make
sense to you.</para>
+ </tip>
</sect2>
</sect1>
@@ -401,8 +456,9 @@
Bank ABC
Charges
Income
- Bank ABC
- Interest
+ Interest Income
+ CD
+ Savings
</literallayout>
<para>As usual, this account hierarchy is simply presented as an
@@ -422,10 +478,14 @@
<screenshot id="invest-int">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_int1.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_int1.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_int1.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Setup Interest Investment</phrase>
@@ -440,15 +500,19 @@
bank statements which describe the activity of your account. In our
fictional example, we do nothing with the money at this bank, so the
only activity is income from interest and bank charges. The monthly bank
- charges are $2. After 6 months, the register window for the CD should
- look like this:</para>
+ charges are $2. After 6 months, the register window for the CD and for the savings
+ account should look like these:</para>
<screenshot id="invest-int2">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_int2.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_int2.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_int2.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Setup Interest Investment</phrase>
@@ -459,14 +523,38 @@
</mediaobject>
</screenshot>
- <para>And this is the main <application>&app;</application> window:</para>
+ <screenshot id="invest-int2-1">
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_int2-1.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_int2-1.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
+ <textobject>
+ <phrase>Setup Interest Investment</phrase>
+ </textobject>
+
+ <caption><para>This is an image of the register of the Savings account
+ after 6 months. </para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>And this is the main <application>&app;</application> account window:</para>
+
<screenshot id="invest-int3">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_int3.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_int3.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_int3.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Setup Interest Investment</phrase>
@@ -499,7 +587,7 @@
investment portfolio. After this initial setup of your portfolio, you may have
shares of stock purchased from before you started using <application>&app;</application>. For these stocks,
follow the instructions in the <link linkend="invest-buy-stock2"><emphasis>Entering
- Preexisting Shares</emphasis></link> section below. If your have just purchased your stocks,
+ Preexisting Shares</emphasis></link> section below. If you have just purchased your stocks,
then use the <link linkend="invest-buy-new2"><emphasis>Buying New Shares</emphasis>
</link> section.</para>
@@ -562,10 +650,14 @@
<screenshot id="invest-newaccount">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_newaccount.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_newaccount.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_newaccount.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>New Account Window</phrase>
@@ -628,10 +720,14 @@
<screenshot id="invest-selectsecurity">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_selectsecurity.png"
- format="PNG" srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_selectsecurity.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_selectsecurity.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Select Security Window</phrase>
@@ -653,13 +749,13 @@
<itemizedlist>
<listitem>
<para>The <guilabel>Full name:</guilabel> is
- <quote>Amazon.com Inc</quote>.</para>
+ <quote>Amazon.com</quote>.</para>
</listitem>
<listitem>
<para>The <guilabel>Symbol/abbreviation:</guilabel> is
- <quote>AMZN</quote>. The symbol is the stock ticket used in your
- quote source several lines down on the form. Note that different
+ <quote>AMZN</quote>. The symbol is the stock ticket used in your
+ quote source several lines down on the form. Note that different
symbols will be utilized on different price sources for the same stock,
an example is Ericsson on the Stockholm Exchange is ERIC-B while
on Yahoo it is ERRICB.ST</para>
@@ -671,7 +767,7 @@
</listitem>
<listitem>
- <para>The <guilabel>CUSIP or other code</guilabel> is where
+ <para>The <guilabel>ISIN, CUSIP or other code</guilabel> is where
you can enter some other coding number or text (leave it
blank in this example).</para>
</listitem>
@@ -683,25 +779,31 @@
</listitem>
<listitem>
- <para>The box <quote>Get On-line Quotes</quote> and the
+ <para>The checkbox <quote>Get Online Quotes</quote>, the
quote source and the timezone should be selected to define
the sources for updating prices on-line. See Also
<link linkend="invest-stockprice-auto2">
<quote>Setting Stock Price Automatically</quote></link>.</para>
- <para> If the <guibutton>Get On-Line Quotes</guibutton> button is not highlighted, and it
+ <note>
+ <para>If the <guibutton>Get Online Quotes</guibutton> button is not highlighted, and it
is not tickable, then the <application>Finance::Quote</application> package is not installed.
See the section on
<link linkend="invest-stockprice-auto-install3">
<quote>Installing <application>Finance::Quote</application></quote></link>.</para>
+ </note>
<para>Below is what this window should look like when
finished: <screenshot id="invest-newsecurity">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_newsecurity.png"
- format="PNG" srccredit="Dave Herman" ></imagedata>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_newsecurity.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
</imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_newsecurity.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>New Security Window</phrase>
@@ -762,7 +864,7 @@
<para><emphasis>Finished</emphasis> - You should now have been
automatically returned to the New Account dialog, with the
<guilabel>symbol/abbreviation:</guilabel> line set to <quote>AMZN
- (Amazon.com Inc)</quote>. Click on <guibutton>OK</guibutton> to save
+ (Amazon.com)</quote>. Click on <guibutton>OK</guibutton> to save
this new stock account.</para>
</listitem>
@@ -777,10 +879,14 @@
<screenshot id="invest-setup-current">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_setup_current.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_setup_current.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_setup_current.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Setup Current Portfolio</phrase>
@@ -807,7 +913,7 @@
<para>To register the initial 100 shares of this stock that you
purchased previously, on the first transaction line, enter the date of
- the purchase (eg: Jan. 1 2001), a description (eg: Initial Purchase),
+ the purchase (eg: Jan. 1 2005), a description (eg: Initial Purchase),
transfer from <emphasis>Equity:Opening Balances</emphasis>, Shares (eg:
100), and Price (eg: $20). You do not need to fill in the
<guilabel>Buy</guilabel> column, as it will be calculated for you. This example
@@ -816,10 +922,14 @@
<screenshot id="invest-setup-portfolio1">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_setup_portfolio1.png"
- format="PNG" srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_setup_portfolio1.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_setup_portfolio1.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Setup Current Portfolio</phrase>
@@ -841,30 +951,34 @@
<para>The only difference between setting up a new stock purchase
versus the setup for preexisting stocks as described in the previous
section is that instead of transferring the money used to purchase the
- stock from the <emphasis>Equity:Opening Balance</emphasis> account, you use your
+ stock from the <emphasis>Equity:Opening Balances</emphasis> account, you use your
<emphasis>Assets:Bank ABC</emphasis> account.</para>
- <para>Now you will purchase $5000 of IBM stock, with a commission of $100. First
- step will be to create the stock account for IBM. The existing <emphasis>Expenses:Commission</emphasis>
- account will be used. If you wish to track commissions to the individual stock
+ <para>Now you will purchase $5000 of IBM stock, with a commission of $100. First
+ step will be to create the stock account for IBM. The existing <emphasis>Expenses:Commissions</emphasis>
+ account will be used. If you wish to track commissions to the individual stock
an additional sub-account would be necessary.</para>
<para>Now for the transaction, on the first transaction line, enter the date of
- the purchase (eg: Jan. 3 2005), a description (eg: Initial Purchase),
+ the purchase (eg: Jan. 3 2005), a description (eg: Initial IBM Purchase),
Shares will be skipped (to be calculated), Price (eg: $96.60), and Buy ($5000).
- You do not need to fill in the <guilabel>Share</guilabel> column, as it will be
+ You do not need to fill in the <guilabel>Shares</guilabel> column, as it will be
calculated for you. The next line in the split transaction will be
- <emphasis>Expenses:Commission</emphasis> and fill in Buy ($100).
- The third line will be to transfer from <emphasis>Assets:Bank ABC:Saving</emphasis>,
+ <emphasis>Expenses:Commissions</emphasis> and fill in Buy ($100).
+ The third line will be to transfer from <emphasis>Assets:Bank ABC:Savings</emphasis>,
$5100 to balance the transaction.
Your IBM Commodity view should now appear like this:</para>
<screenshot id="invest-setup-portfolio2">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_SetupPortfolio2.png"
- format="PNG" srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_SetupPortfolio2.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_SetupPortfolio2.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Setup Current Portfolio</phrase>
@@ -897,52 +1011,79 @@
Commodity/Stock is entered this window will be blank except for the
control buttons on the bottom. Select the appropriate Commodity you want
to insert into the <guilabel>Price Editor</guilabel>. At this point, you can input the price
- of the commodity manually. There are 5 fields in the New Commodity
+ of the commodity manually. There are 6 fields in the New Commodity
window:</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Commodity</guilabel> - the name of the commodity,
- must be chosen from the <guibutton>Select...</guibutton> list</para>
- </listitem>
+ <variablelist>
+ <varlistentry>
+ <term><guilabel>Namespace</guilabel></term>
+ <listitem>
+ <para>The exchange market where the security/commodity
+ is traded (in this example NASDAQ)</para>
+ </listitem>
+ </varlistentry>
- <listitem>
- <para><guilabel>Currency</guilabel> - the currency in which the
- Price is expressed.</para>
- </listitem>
+ <varlistentry>
+ <term><guilabel>Security</guilabel></term>
+ <listitem>
+ <para>The name of the commodity,
+ must be chosen from the <guibutton>Select...</guibutton> list</para>
+ </listitem>
+ </varlistentry>
- <listitem>
- <para><guilabel>Date</guilabel> - date that the price is
- valid</para>
- </listitem>
+ <varlistentry>
+ <term><guilabel>Currency</guilabel></term>
+ <listitem>
+ <para>The currency in which the
+ Price is expressed.</para>
+ </listitem>
+ </varlistentry>
- <listitem>
- <para><guilabel>Type</guilabel> - one of: <guilabel>Bid</guilabel>
- (the market buying price), <guilabel>Ask</guilabel> (the market
- selling price), <guilabel>Last</guilabel> (the last transaction
- price), <guilabel>Net Asset Value</guilabel> (mutual fund price per
- share), or <guilabel>Unknown</guilabel>. Stocks and currencies will
- usually give their quotes as one of bid, ask or last. Mutual funds
- are often given as net asset value. For other commodities, simply
- choose <guilabel>Unknown</guilabel>. This option is for informational purposes only, it
- is not used by <application>&app;</application>.</para>
- </listitem>
+ <varlistentry>
+ <term><guilabel>Date</guilabel></term>
+ <listitem>
+ <para>Date that the price is
+ valid</para>
+ </listitem>
+ </varlistentry>
- <listitem>
- <para><guilabel>Price</guilabel> - the price of one unit of this
- commodity.</para>
- </listitem>
- </itemizedlist>
+ <varlistentry>
+ <term><guilabel>Type</guilabel></term>
+ <listitem>
+ <para>One of: <guilabel>Bid</guilabel>
+ (the market buying price), <guilabel>Ask</guilabel> (the market
+ selling price), <guilabel>Last</guilabel> (the last transaction
+ price), <guilabel>Net Asset Value</guilabel> (mutual fund price per
+ share), or <guilabel>Unknown</guilabel>. Stocks and currencies will
+ usually give their quotes as one of bid, ask or last. Mutual funds
+ are often given as net asset value. For other commodities, simply
+ choose <guilabel>Unknown</guilabel>. This option is for informational purposes only, it
+ is not used by <application>&app;</application>.</para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term><guilabel>Price</guilabel></term>
+ <listitem>
+ <para>The price of one unit of this
+ commodity.</para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+
<para>As an example of adding the AMZN commodity to the price editor,
with an initial value of $40.50 per share.</para>
<screenshot id="invest-peditor">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_peditor.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_peditor.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_peditor.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Price Editor</phrase>
@@ -975,14 +1116,18 @@
<para>If the value of the commodity (stock) changes, you can adjust the
value by entering the <guilabel>Price Editor</guilabel>, selecting the commodity, clicking on
- <guibutton>edit</guibutton> and entering the new price.</para>
+ <guibutton>Edit</guibutton> and entering the new price.</para>
<screenshot id="invest-peditor2">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_peditor2.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_peditor2.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_peditor2.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Price Editor</phrase>
@@ -1137,10 +1282,14 @@
<screenshot id="invest-stockvalue">
<mediaobject>
- <imageobject>
- <imagedata fileref="figures/invest_stockvalue.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/invest_stockvalue.png" format="PNG"
+ srccredit="Cristian Marchi" width="510px"></imagedata>
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/invest_stockvalue.png" format="PNG"
+ srccredit="Cristian Marchi"></imagedata>
+ </imageobject>
<textobject>
<phrase>Viewing Stock Value</phrase>
Modified: gnucash-docs/trunk/guide/C/figures/invest_AccountsPredef.png
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___________________________________________________________________
Added: svn:mime-type
+ application/octet-stream
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