Investment performance

[Filipe Giusti]

Exactly, it's very good on accounting, I've been tracking my investments
and expenses for a long time using GnuCash and I never said it's bad.
However what I'm looking for is not trading information.

I decide monthly how I'm going to reallocate assets and where new money
goes, for that I need to know how each asset performed in the last week,
month, 3 months and year. Like a fund manager showing to customers what
happened.

I know I can write those reports myself, but it makes more sense to me to
switch software than to spend time on GnuCash. I'm even willing to pay to
get that sort of information.

--
Filipe Vernetti Giusti

2016-10-20 12:46 GMT-02:00 Wm... <wm_o_o_o at yahoo.co.uk>:

> On 20/10/2016 12:52, Filipe Giusti wrote:
>
> > I had a look at it. What I need is a difference between the values of an
> > Advanced Portfolio report today and another one with a date in the past.
>
> spreadsheet is probably best
> if you want to get two Advanced Portfolios with different dates on one
> screen to make the copy and paste easier look at
> Reports / Sample & Custom / Custom Multicolumn Report
>
> > I need to get the performance of my stocks for the last 30 days, so I
> get a
> > feeling on how I'm doing and what I should change.
> >
> > Any ideas? Nobody else is tracking investments in GnuCash?
>
> Plenty of people track their investments with GnuCash.  It is very good
> at the accounting part of recording and valuing.  What it doesn't do (by
> design) is provide trading information which is what you're after.
>
> If you use one of the sql backends you are free to do all the analysis
> you want but even then you might not find enough granularity in the
> price-db which is, as mentioned above, mainly for valuation after the
> event.
>
> It isn't a case of GnuCash being bad, just not an app well suited to
> trading.  Hopefully that hasn't put you off using GnuCash.
>
> --
> Wm
>
>