Investment performance

William Kupersanin wkupersa at gmail.com
Wed Aug 16 23:02:49 EDT 2017


It get's me very close.  I may try to figure out how to add percentage
growht to that table but this does give me a good visualization.

Thank you!

On Wed, Aug 16, 2017 at 10:22 PM, prl <prl at ozemail.com.au> wrote:

> Doesn't Reports>Assets>Assets Barchart give you what you want, after
> suitable adjustments to the account(s) displayed, child inclusion setting,
> account depth and period?
>
> Peter
>
>
> On 17/08/2017 12:05, William Kupersanin wrote:
>
>> Hello Filipe,
>>
>> Sorry to dredge up an old thread, but I am wondering if you ever found a
>> way to get temporal views of an investment or account? I think that I want
>> to do basically the same thing that you did. That is, I want to be able to
>> look at an account, and the subaccounts of funds contained within, to see
>> values over time.
>>
>> I see that the price editor does track periodic prices from both online
>> updates as well as entered transactions. The software has the concept of
>> price nearest in time. So it seems like it has the information needed for
>> the report. Is it a question of creating a custom report?
>>
>> In earlier emails on this thread, the suggestion was made to either use
>> another program or to use a spreadsheet/sql queries. No doubt this is
>> possible outside of Gnucash, but it seems awkward to either track my
>> account information in 2 places or to not use the features inherent in the
>> software if it has the information.
>>
>> Thanks,
>> --Willie Kupersanin
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