Report for asset distribution among securities
Daniel Kraft
d at domob.eu
Sun Aug 30 10:51:17 EDT 2015
Hi!
I'm using Gnucash for private accounting (surprise!) but also to keep
track of investments in various securities. I think that it would be
great to create a report that displays my portfolio as distribution of
funds over these securities (could be as a piechart or table).
I. e., I would like to get something like this:
25% EUR
25% USD
20% XAU
20% Fund ABC
10% Stock XYZ
The report "Asset Piechart" is already quite close to this -- but it
groups things together by the account structure and not by security. Of
course, I could get the effect I want if I structure my accounts by
security. That is, however, not what I want. I may have multiple
EUR/USD accounts or hold the same other security in multiple broker
accounts, for instance. In that case, I prefer to group the accounts by
bank/broker instead of by security.
Is there something I can do to get a report as I want it, grouped by
security that I missed?
Otherwise, since I know a bit of Scheme/Guile, I guess that I can write
my own script to create it. In that case, do you think there could be
interest to publish it with Gnucash as a new report type?
Yours,
Daniel
--
http://www.domob.eu/
OpenPGP: 1142 850E 6DFF 65BA 63D6 88A8 B249 2AC4 A733 0737
Namecoin: id/domob -> https://nameid.org/?name=domob
--
Done: Arc-Bar-Cav-Hea-Kni-Ran-Rog-Sam-Tou-Val-Wiz
To go: Mon-Pri
-------------- next part --------------
A non-text attachment was scrubbed...
Name: signature.asc
Type: application/pgp-signature
Size: 819 bytes
Desc: OpenPGP digital signature
URL: <http://lists.gnucash.org/pipermail/gnucash-user/attachments/20150830/f5da223b/attachment.sig>
More information about the gnucash-user
mailing list