Questions about stock assets

Derek Atkins warlord at MIT.EDU
Wed Jul 9 21:13:33 CDT 2003


Daniel Hannum <dhannum at magicdan.net> writes:

> Just two quick things that came to mind.
> 
> 1. Is there any use in keeping old prices of stocks? I don't think so,
> but I want to be sure. The purchase/sale prices can be derived from
> the transaction itself. It might be nice to track portfolio value on a
> graph, but gnucash provides no graph report to do that.

Currently it does not, but the idea was to enable such a report to
be written.  It's just that nobody has written one ;)

> 2. I believe that the "Net Assets" display at the top of the main
> window only includes solid assets. (i.e. everything except floating
> securities). This is evidenced by the drop down box that tells me my
> current assets of all securities that I hold. However, I would like to
> know my total net worth, with current portfolio value included. I
> believe that the "Net Worth Barchart" will tell me that (can't be
> sure. I'm just going by what the graph looks like). But that's an
> estimate. Is there a report that will give me a full net worth report,
> exactly? I didn't see one.

The balance sheet will do it... However I dont think it will deal with
gains/losses properly by default (this is a known issue with gnucash
in general).

> thanks
> 
> dan

-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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