[GNC] Getting CAGR for stocks/accounts

[Deva -]

I agree that the return figures shown in the Advanced Portfolio report isn’t of much use to folks tracking their portfolios over long periods. Annualised return (or CAGR) would have been nice, but it’s not there yet.

On dividends, there must be something you are doing wrong with the way you setup your dividend payouts. If you follow the instructions in the Tutorial and Concepts Guide, dividends do show up in Advanced Portfolio report under the Income column. In fact, the Total Return is a sum of capital gains and dividends.

Go through the online document - perhaps try it for just 1 security - and see how your report changes.

Cheers.

On 11-Aug-2018, at 8:18 PM, <gnucash-user-request at gnucash.org<mailto:gnucash-user-request at gnucash.org>> <gnucash-user-request at gnucash.org<mailto:gnucash-user-request at gnucash.org>> wrote:

Message: 9
Date: Sat, 11 Aug 2018 02:16:54 -0500 (CDT)
From: Megagrumpy <megagrumpy at hotmail.com<mailto:megagrumpy at hotmail.com>>
To: gnucash-user at gnucash.org<mailto:gnucash-user at gnucash.org>
Subject: [GNC] Getting CAGR for stocks/accounts
Message-ID: <1533971814285-0.post at n4.nabble.com<mailto:1533971814285-0.post at n4.nabble.com>>
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I have been trying to find a way to be able to get a true performance of
investments which I think is best shown by calculating the CAGR over the
life of that investment. The Advanced Portfolio report gives the overall
increase as a percentage but this is meaningless if comparing investments
with differing purchase dates or where there have been significant dividends
over time or reinvestments. I currently download the information into a
spreadsheet and have a separate calculation where I calculate the CAGR -
unfortunately I have to add dividends etc manually for each share which
takes a long time! is there any way in GC to be able to calculate this?