Advanced portfolio/Brokerage statement

Jethro Beekman gnucash at jbeekman.nl
Fri Dec 14 18:54:39 EST 2012


Hi all,

I've seen numerous requests over the years for a better advanced portfolio
report, also known as a brokerage statement. It would include other assests such
as cash and fixed assets. For example
http://lists.gnucash.org/pipermail/gnucash-user/2008-February/023818.html and
https://bugzilla.gnome.org/show_bug.cgi?id=662118 . I don't think any progress
has been made, so I thought I'd get started on the improvement myself.

What I want to hear from you is what kind of features you'd like to see in this
report. I'll try to come up with sane defaults for things like grouping etc.

Currently, cash dividends are assigned to stocks by splitting the transacion
with the brokerage account, an income account and the stock, but the latter
split doesn't have a value. Do we want to keep this? Is there a better way?

Regards,
Jethro Beekman


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