[GNC] Investment Portfolio Reporting, GC w/SQL DB

rsbrux rsbrux at yahoo.com
Fri Mar 6 07:56:01 EST 2020


As usual, this turns out to be more complicated than I expected. My 
Ubuntu Studio 18.04 installation doesn' (yet) have any SQL DB installed.

gnucash-portfolio (http://portfolio.alensiljak.tk/) say it supports 
SQLite. The GC features page (https://gnucash.org/features.phtml) says 
that this is still experimental.  Is this still the case?  I am still 
using GC 2.6.19.  Do I need a newer GC version to use SQLite reliably?

Furthermore,some sourcess say that I will need to migrate the data 
myself, e.g.
https://stackoverflow.com/questions/25736571/gnucash-migrate-from-file-to-mysql

Is this also still the case? If not, what version of GC do I need to be 
able to just "Save As" to an SQL DB?

All of the posts I have found refer to MySQL rather than SQLite. Can I 
use the MySQL scripts in SQLite?

My NAS provides MariaDB instead of MySQL.  Would I be able to use this 
instead?


On 02.03.20 09:43, rsbrux wrote:
>
> 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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