Investment performance
Chris Good
chris.good at ozemail.com.au
Thu Oct 20 21:09:18 EDT 2016
> Message: 8
> Date: Thu, 20 Oct 2016 00:56:45 -0200
> From: Filipe Giusti <filipegiusti at gmail.com>
> To: gnucash-user at gnucash.org
> Subject: Investment performance
> Message-ID:
> <CAOVnq_SWUDnfsO3zZjQU3GQ57CC2KWD9=+At-
> Xs11LGiVgOOAg at mail.gmail.com>
> Content-Type: text/plain; charset=UTF-8
>
> Hi,
>
> is there a way to get the report of an account and all sub-accounts
> performance in a period of time? Something like:
>
> 1/1/2000 | 2/1/2000 | Amount Increase | Relative Increase
> $100 $103 $3 3%
>
> It should work for assets, bank, funds, stock accounts.
>
> My goal is to understand how my investment assets are performing monthly
> as a whole and individually.
>
> --
> Filipe Vernetti Giusti
Hi Filipe,
Have a look at the Asset Barchart. Selecting Price Source: 'Nearest in time'
seems to use the prices from the Price Database, ie Market value, instead of
cost.
Tick 'Show table' to see the actual values in a table after the chart.
Regards, Chris Good
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