[GNC] Asset Allocation by Sector

[Michael or Penny Novack]

On 1/31/2025 7:31 AM, 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?

It's all in how you set up your CoA. You cannot report on data that you 
do not capture.

I assume your CoA now has:

Assets

        Investments

                Stocks

                Bonds

                etc.

You want

Assets

         investments

                stocks

                        financial

                        industrial

                        etc.

                 bonds

                         financial

                         etc.

Now the data has been captured. Your next question is going to likely be 
that you want to be able to have reports be EITHER hierarchy. Sorry, not 
WITHIN gnucash as only one CoA hierarchy in standard bookkeeping. So 
while you can get ONE directly, for the reverse, you'll need to export 
and rearrange outside of gnucash.

Michael D Novack