[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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