[GNC] Asset Allocation by Sector

[brad]

If you have individual stocks & bonds, then what 'Michael or Penny' 
suggested is probly the easiest.   Mine are mostly index funds which 
don't always have just one sector.
I'm doing something similar to what John R suggested, but in Octave.
I have an Octave script (matlab-like) which has the asset allocation 
portions for each fund.   I export a GC report, convert to CSV, load it 
into Octave.   The script prints an asset allocation table to the screen 
which I cut and paste into a spreadsheet.   I run this every month or 2 
or 3.   I don't track the business sectors like you mentioned, just the 
macro sectors like large cap, value, international...
You could probly do it in a spreadsheet, but I'm more comfortable with 
octave/matlab for something like this

It's kind of convoluted and messy but works reliably for me.

Brad

On 1/31/25 05:31, rsbrux via gnucash-user wrote:
> I have been using GC for years for all of my bookkeeping, including investment tracking.
> I have managed to make rudimentary Asset Allocation reports for the major investment types (stocks, bonds, funds, etc.) but would like to also monitor the distribution of my investments over sector (financial, industrial, pharmaceutical, etc.)
> I don't find any way to do this in GC, or even a way to associate a given investment with a given sector.
> How do other GC users handle this?  Is there some add-on or external tool anyone can recommend?
>
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