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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