Win32 Port Efforts (eKA$H fork)
Chris Shoemaker
c.shoemaker at cox.net
Mon Dec 11 23:05:40 EST 2006
On Mon, Dec 11, 2006 at 06:54:55PM -0800, jarney1 at cox.net wrote:
> Thanks. I think this will work for me. The only situation I can think of where it is not correct at the commodity level is defining asset classes that incorporate a tax hedge strategy (i.e. tax deferred Lg Cap vs. tax immediate Lg Cap).
>
> Tax policy balancing is rare but not unheard of in terms of a balanced portfolio.
If I understand correctly, Account-level classification is the best
thing for that situation, right? In fact, Account-level
classification can represent _any_ type of asset balancing, can't it?
> I think the KVP at the commodity level is good enough.
Our datafile _already_ stores/reads account-level KVPs, so using
it wouldn't break backward compatibility.
-chris
> As I mentioned earlier, I think I'll abandon my tree and try again from
> scratch with a recent SVN copy.
>
> -Jon.
>
> ---- Derek Atkins <warlord at MIT.EDU> wrote:
> > Derek Atkins <warlord at MIT.EDU> writes:
> >
> > >> Given that not many people are using it yet, I would like to work out
> > >> a way to implement this functionality in the upstream if possible.
> > >> It need not be compatible with what I have. Would it be a reasonable
> > >> comprimise to add some kind of "misc" field(s) in the XML format for
> > >> purposes similar to this? In that way, we could achieve
> > >> compatibility and flexibility in one fell swoop.
> > >
> > > Well, I would store it in the KVP, sort of how transaction notes
> > > are stored in the KVP. But as I said earlier I think this particular
> > > data should live with the commodity, and unfortunately I dont think the
> > > current data file actually stores the Commodity KVP Frame, so it would
> > > be problematic to put it there right now without making changes to the
> > > XML code.
> >
> > For the record, I just committed code to Trunk that saves the
> > commodity kvp-frame..
> >
> > -derek
> > --
> > Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
> > Member, MIT Student Information Processing Board (SIPB)
> > URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH
> > warlord at MIT.EDU PGP key available
>
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