[GNC] Lots report?

[Christopher Lam]

No such report exists. Please feel free to relearn scheme and submit as a
PR on GitHub.

You may find the Lot Viewer report (exposed only when running GnuCash with
--extra) a useful starting point.

Good luck!

On Sun, 4 Sept 2022, 12:27 pm Brent McBride, <mcbridebt at hotmail.com> wrote:

> Hi GnuCash experts,
>
> Does GnuCash have a report that shows the current unrealized gain/loss of
> open lots?
>
> Such a report would help answer questions such as:
>
>   *   Which lots held longer than one year have the largest unrealized
> gains, and would therefore be most advantageous (tax-wise) if donated to
> charity?
>   *   Which lots would be the best candidates for tax loss/gain harvesting?
>
> The Lots UI has almost everything needed to answer these questions: Date
> opened, balance, realized gains. But it is missing one key piece of info:
> Unrealized gains (what would the gain/loss be if the remaining balance was
> sold at the most recent price?).
>
> Further, the Lots UI only shows a single commodity. The ideal would be a
> report that shows open lots in all accounts (perhaps configurable by date,
> accounts, gain/loss amount, etc). I thought maybe one of the existing
> reports would have this info, but haven't yet found one.
>
> The "Investment Portfolio" report seems close. It shows accounts, but not
> lots within the accounts.
>
> Any suggestions?
>
> My background:
> I recently moved ~20 years of data from Quicken to GnuCash, and am still
> learning the ropes.
>
> I've written some scripts using the super-useful piecash and openpyxl
> tools to update/create various Excel docs from my GnuCash db. I suppose I
> could write a similar script to generate a Lots report in Excel.
>
> Or if I'm in the mood for pain, I could relearn Scheme enough to create a
> custom GnuCash report (I briefly taught Scheme as a TA in college over 20
> years ago—all I remember now is it uses lots of parentheses 🙂).
>
> But before going either route, I want to verify with you experts that
> there is no preexisting report.
>
> Thanks for your help!
>
> -Brent
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