[GNC] Stock data export to Portfolio Performance

[Thomas]

Thanks for your feedback, rsbrux!

As I didn't find anything fitting to what I am looking for, I think
about creating something myself.
In case I have something, I'd happily report back and would ask for feedback.

Best,
Thomas

On Fri, 10 Dec 2021 at 15:16, rsbrux via gnucash-user
<gnucash-user at gnucash.org> wrote:
>
> Dear Thomas,
> Thanks for pointing out Portfolio Performance; I have been looking for a way to extract such reporting from GC, but perhaps I would be better off using an external tool like PP.
> If you succeed in finding or creating such a bridge between GC and PP, please post back here, as I am sure others (including myself) would be interested.
>
> Date: Fri, 10 Dec 2021 08:03:56 -0500
> From: D <sunfish62 at yahoo.com>
> To: Thomas <tduellmann+gnucashuser at gmail.com>
> Cc: Christopher Lam <christopher.lck at gmail.com>, "D. via gnucash-user"
>         <gnucash-user at gnucash.org>
> Subject: Re: [GNC] Stock data export to Portfolio Performance
> Message-ID: <277c927d-12ba-4270-a874-35bf5666cb10 at yahoo.com>
> Content-Type: text/plain; charset=UTF-8
>
> The answer really is embedded in what format Portfolio Performance needs for its input. I didn't see anything leap out at me in their website about that in my brief scan. Most likely, you'd use a gnucash report to output data to a spreadsheet and import to PP from there.
>
> On Dec 10, 2021, 06:15, at 06:15, Thomas <tduellmann+gnucashuser at gmail.com> wrote:
> >Hi Christopher,
> >thanks for your reply!
> >With "Portfolio Performance", I was referring to specific (external)
> >tool with that name. I forgot to mention that explicitly.
> >My hope was that I could record all the data and changes in GnuCash and
> >just regularly export the required information about my current stock
> >portfolio to have additional tooling and visualizations in "Portfolio
> >Performance".
> >
> >The website of "Portfolio Performance":
> >https://www.portfolio-performance.info/en/
> >
> >Best,
> >Thomas
> >
> >On Fri, 10 Dec 2021 at 12:09, Christopher Lam
> ><christopher.lck at gmail.com> wrote:
> >>
> >> Imnsho, portfolio "performance" is a popular term, and I'm not sure
> >it has an official definition.
> >>
> >> There's an IFRS report in the experimental menu to analyse a single
> >stock activity. It aims to calculate a mathematical average cost price
> >of the stock. You can then compare it with the stock latest price to
> >generate a performance metric.
> >>
> >>  (Not an accountant).
> >>
> >> On Fri, 10 Dec 2021, 6:53 pm Thomas,
> ><tduellmann+gnucashuser at gmail.com> wrote:
> >>>
> >>> Hello everybody,
> >>>
> >>> in order to have a detailed and interactive overview of all my stock
> >>> portfolio, I would like to export the data I have in gnucash (e.g.,
> >>> when I bought how many stocks at what price) and import it into
> >>> Portfolio Performance. It is a rather stock-focused tool, which is
> >why
> >>> I want to stick with gnucash, but would love to have some of the
> >>> visualization and calculation tools of Portfolio Performance.
> >>>
> >>> Does anybody do this in any way already or could give a hint how
> >that
> >>> could be doable?
> >>> If there are other (more compatible) tools of the type of Portfolio
> >>> Performance that are freely available, I'd also be interested in
> >>> hearing about how you do it with these tools.
> >>>
> >>> Thanks a lot in advance!
> >>>
> >>> Best,
> >>> Thomas
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