Serious Investment management in GC ?

David T. sunfish62 at yahoo.com
Wed Apr 19 15:01:55 EDT 2017


Andrew,

I am not really sure what you’re talking about when you say “Serious Investment Management.” I have used GnuCash for 10 years; my current portfolio includes 2 stock investment brokerage accounts, numerous mutual fund accounts (4 different retirement accounts, a couple of 529s). The file includes 191 STOCK type accounts (not all active) and 125 MUTUAL FUND type accounts (again, not all active). I don’t use transaction downloads, but enter the transactions manually. My file lists a couple thousand dividend transactions covering a decade, which works out to, what, about 8 a month? This is not a huge problem, although managing capital gains records can be a pain. Other than that, though, there’s not a lot to it: you see a transaction, you enter a transaction.

Perhaps you have something particular in mind?

David

> On Apr 19, 2017, at 10:38 PM, Andrew Gross <aegross at gmail.com> wrote:
> 
> Anyone doing serious investment management in GC, i.e., stock portfolio
> with dividend management, mutual funds, etc?
> 
> I have been using GC for a number of months for day-to-day personal
> expenses and love it.   But my understanding of how to do investment
> management has bogged down and am on the precipice of engaging another
> tool.  Maybe I am just going about this all wrong?  Part of the concern has
> been the inability to get aqbanking to work with Vanguard. That said, In
> looking at the GC mailing list over the last 6 months, I almost never see
> talk of investments; perhaps it's just a tiny minority who use GC for such.
> 
> Regards,
> 
> Andrew Gross
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