[GNC] Investment Portfolio Reporting

[David Carlson]

You won't get much out of GnuCash unless you had it collecting security
prices at the appropriate times to use in your desired reports.  If you
did, try the assets over time reports.  There may be some better reports in
the 3.x family of releases.

Otherwise, third party software or spreadsheets or a combination will work
better.

David Carlson


On Sun, Mar 1, 2020, 10:53 AM rsbrux via gnucash-user <
gnucash-user at gnucash.org> wrote:

> I need some reports which show the performance of various investment
> accounts over the past year.  I don't find anything suitable in GC
> 2.6.19 and don't have the chops (neither in accounting nor in guile) to
> write my own.  Surely I am not the first GC user with this need.  The
> only thing I found which looks useful is gnucash-portfolio:
>
> http://portfolio.alensiljak.tk/
>
> https://github.com/MisterY/gnucash-portfolio
>
> However, as ignorant as I am about Python, I am not even sure how to
> install it.  Furthermore, it appears to require the GC DB stored in
> SQLite, whereas mine is still in (compressed) XML.
>
> Does anyone have experience with gnucash-portfolio?
>
> What other approach could I use?
>
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