[GNC] Report Question

[Matthew Clay]

Hey Richard and Guillermo,

Thanks for your suggestions. I will try exporting the data and using
another tool.

Sincerely,
Matthew

On Sun, Mar 26, 2023, 04:20 Guille Lopez <willelopz at gmail.com> wrote:

> 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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>