Advanced Portfolio Report

[Derek Atkins]

Hi,

See http://wiki.gnucash.org/wiki/Custom_Reports

Reports are in Scheme.

-derek

Richard Ullger <rullger at ntlworld.com> writes:

> Thanks Derek.
>
> I would like to see a portfolio report that reflects the portfolio view 
> in the version of Quicken I am using. (I've moved all my accounts over 
> and am currently parallel running).
>
> Where would I start to write such a report. Are the reports written in c 
> or scheme. Would you be able to point me in the right direction so that 
> I could look at how the advanced portfolio report was written as a starter.
>
> Many thanks for your help.
>
> Regards,
>
> Richard.
>
> Derek Atkins wrote:
>> hi,
>> 
>> Richard Ullger <rullger at ntlworld.com> writes:
>> 
>>> Hi,
>>>
>>> Is there a way to include cash, dividends and interest in this report?
>>>
>>> I have a parent account for the broker/institution with a bank sub 
>>> account for cash and stock sub account for each stock as per the 
>>> concepts guide. Dividends and interest are received into the bank 
>>> account and the bank account is used to fund purchases of the stock.
>>>
>>> I've tried to include the bank account in the account selection tab of 
>>> the report options but the account is ignored.
>> 
>> Andrew S-W could answer this difinitively, but I think the answer
>> is no, this report only shows your commodity handlings, not your
>> cash holdings, too.  Keep in mind that your cash holdings don't
>> change in value due to price fluctuations, so there are no changes
>> in basis or cap gains/losses.  There's only interest income.
>> 
>>> Thanks,
>>>
>>> Richard.
>> 
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
>> 
>> -derek
>> 
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-- 
       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