[GNC] Report Question

Guille Lopez willelopz at gmail.com
Sun Mar 26 05:20:18 EDT 2023


Hello,

For this purpose, one could also use a portfolio tracking specific tool 
such as https://www.portfolio-performance.info/en/.

Using export function from GnuCash or the banks, it is not be too 
cumbersome to synchronize both software, remaining GnuCash in charge of 
the accounting part of the story and Portfolio Performance in charge of 
the portfolio analysis.

Portfolio Performance offers the feature "Taxonomies" , which address 
your particular request.

BR,

Guillermo

On 26/03/2023 03:10, R Losey wrote:
> Hi.
>
> I don't consider myself accomplished regarding GnuCash Reports, but for
> what you are wanting, it sounds like a spreadsheet is the perfect way to
> go.  Maybe get the data into a spreadsheet, and then you can adjust it /
> report it to your heart's content. If you find a good way to get a report
> on just those accounts, it seems that (based on other emails here) you can
> cut and paste the report data into a spreadsheet.
>
>
> On Fri, Mar 24, 2023 at 9:11 PM Matthew Clay <mpclay at gmail.com> wrote:
>
>> I have used gnucash for a few years, and have all of my investments sorted
>> by account. To understand how my investments are distributed, it would be
>> very convenient for me to have a report that computes the percentage of
>> certain investments in the whole, e.g., the percent that is bonds. Is it
>> possible for me to write a report in which I sort my investments and then
>> compute quantities like percentages, etc.?
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