Advanced Portfolio Report

David Carlson david.carlson.417 at
Tue Oct 18 13:23:43 EDT 2016


Thanks for volunteering to take a dive into report documentation.

As an occasional and sometimes frustrated user of the advanced portfolio
report and also the various 'over time' reports, I think that they all
accept manually entered prices, but they all suffer from what I think is a
common problem that they all behave poorly when they encounter missing
prices in the source data.

I think that the documentation at this time should try to identify the
types of report errors that arise from missing data, and, if possible, ways
to identify what data is missing so the user can try to fill in the gaps.

I think that often the best way to fill in gaps is to pick out zeros that
should not be appearing in one of these reports then running a mini report
around that part of the data to close in on what is missing.  This quickly
becomes overly tedious when there is a lot of data.

Ultimately I would like to work toward concrete proposals to improve the
reports responses to missing data, but right now I do not have any good
ideas.  One possibility might be for some of these reports to have a
diagnostic option to highlight values that are missing underlying data, but
that would be very difficult to define and implement.

Thanks for listening,

David C

On Tue, Oct 18, 2016 at 10:35 AM, David T. via gnucash-user <
gnucash-user at> wrote:

> Hello,
> I was looking at the description on the GnuCash Wiki for the Advanced
> Portfolio report (
> Portfolio <>).
> It reads as follows:
> "The Advanced Portfolio report produces reports using price information
> collected by the optional stock price retrieval features of GnuCash. (If
> you have not installed and used the additional stock price retrieval
> software, the report will indicate an error.)”
> I am curious to know if the statement regarding “optional stock retrieval
> features” is in fact true. Is it possible that this report will work with
> prices that are manually added, or does it truly only work with prices
> retrieved via Finance::Quote? Furthermore, is there any reason NOT to name
> Finance::Quote directly here?
> Cheers,
> David
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