[GNC] Investment Portfolio Reporting

[rsbrux]

I have indeed tried the Advanced Portfolio report, but have a few 
problems with it:

 1. It gives performance per currently owned security, but I am looking
    for overall performance of each securities account, including cash
    positions and securities which have been sold. In particular, I
    would like to compare the performance of self-managed accounts with
    those managed by banks.
 2. The indicated return figures are presuably for the duration of
    ownership, whereas I would like to have figures for the past
    calendar year
 3. It automatically selects all individual securities and won't let me
    select other asset accounts.  To minimize the accounting effort, I
    have configured my bank-managed accounts as generic asset accounts.
    To achieve the desired performance comparison, I need to be able to
    select the appropriate asset accounts myself.
 4. Not critical, but it would be nice to have a graphic, such as those
    provided by the Asset Bar Chart or the Net Worth Line Chart.

Thanks for your help!

On 02.03.20 01:32, Mike Alexander wrote:
>
> On 1 Mar 2020, at 11:51, rsbrux via gnucash-user 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:
>
> Have you tried the Advanced Portfolio report? I think it works pretty 
> well in 2.6.19. Depending on what you want it might do the trick.
>
> |Mike |