lots

[David T.]

Robert:

1) I believe you are confusing “Lots” and “Trading Accounts”, but I could be wrong. I am not aware of needing to change any settings to use lots. Lots technically aren’t necessary, since a user can manage the gains aspect manually. To use the lots feature, select Actions->View Lots in a Stock/Mutual Fund account. Trading Accounts are a different animal, one that I haven’t met in the wild (i.e., I don’t use them).

2) I do not believe there is. I assume here that when you say actual buys and sells, you really mean that you want information about the gains on those buys and sells, since it is trivial to run a report that lists the actual Buy and Sell transactions in any given account or selection of accounts.

3) Most reports have been incorporated into the distributed application. There are a number of reports that have been offered over the years to the community via this list. I don’t know whether there is any easy way to search for them.

Cheers,
David

> On May 17, 2017, at 10:20 PM, Robert Hoogendoorn <robertmbh at gmail.com> wrote:
> 
> Hi,
> 
> I am using version 2.6.16
> 
> 1. I understood that there is some kind of tick box which needs to be set
> to use lots in the investment section, however I can´t find it. Do you know
> where this needs to be set?
> 2. Is there a portfolio report available which shows actual lots (buys and
> sells)?
> 3. Is there a site on which persons make customized reports available for
> other gnu users?
> 
> Kind regards,
> Robert
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.