[GNC] Investment Portfolio Reporting

[rsbrux]

The Assets Bar Chart is indeed close to what I need, but it doesn't 
account for transfers into and out of the accounts in question.

I am still on Ubunto Studio 18.04 LTS.  Is there an easy way to get GC 
3.x on this platform?  If not which Version do I need to get GC 3.x from 
the official Ubuntu repository?

Otherwise, I will give gnucash-portfolio a try.  I don't think I am 
competent to figure out how to do what I need in Excel.

Thanks for your help!

On 02.03.20 00:12, David Carlson wrote:
> 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 <mailto: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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