[GNC] Percentage Report

[GTI .H]

Hello Geoff,

Thank you again!

After exhaustive and thorough searches within the GnuCash Reports, I had
already reached this conclusion. Since I am not perfect and I am
persistent, I thought that something might have escaped me and I was hoping
that someone might have seen something that I did not see and I decided to
ask here as a last attempt to find a ready-made solution.

Now, to have this facility comfortably within GnuCash, we need to create a
graphical report that has the ability to show the variations between
periods. It is hard to believe that until today, no one has needed this
basic facility, only me.

I am skilled in computer environments and would like to study how to do it
and try to do it, but, lately I have lacked time even to protect my
investments. For example, recently, Trump gave us a great opportunity to
make profits by surfing the volatility that he produced. Whoever listened
to him saying "Buy" won!!! Whoever did not listen, lost.

--
Regards

Em ter., 20 de mai. de 2025 às 23:49, Geoff <cleanoutmyshed at gmail.com>
escreveu:

> Hi GTI
>
> Unfortunately I do not believe what you are asking for is available in
> GnuCash, hence my suggestion to us the "Multicolumn" reports to obtain
> the balances in each period, then copy this into your data
> analysis/presentation tool of choice to calculate the differences
> between each period and display the results.
>
> There *are* some basic charting reports available in GnuCash, but they
> are limited to displaying balances, not differences.
>
> Regards
>
> Geoff
> =====
>
> On 21/05/2025 1:45 am, GTI .H wrote:
> > Hello Geoff,
> >
> > Thank you very much for your reply!
> >
> > I apologize for the delay in replying, I have had several types of
> > delays here. It has been over four years since I posted here, my email
> > was caught in moderation, that was quick, then your reply was lost for a
> > long time in the spam box because I was thinking it was stuck in
> > moderation, I am very busy with other demands, now that I have had the
> > opportunity to analyze this option you suggested.
> >
> > I was thinking of a report with a graph WITHIN GNUCASH. If it is to
> > export data and work in Excel, I am skilled in this and I already have
> > it ready (See Attachment).
> >
> > I could not see a way to use your suggestions to obtain a graph (Table)
> > with percentage values of the variations of the absolute values by
> periods.
> >
> > The need is basic:
> > For example, I made an investment of $100 in January/2025 in
> > February/2025 I have $110. I need a graph (Table) that shows the
> > gain/loss of 10% and repeats this operation for all desired periods.
> >
> > ---
> > Regards
> >
> > Em seg., 12 de mai. de 2025 às 21:31, Geoff <cleanoutmyshed at gmail.com
> > <mailto:cleanoutmyshed at gmail.com>> escreveu:
> >
> >     Hello GTI
> >
> >     Try: Reports -> Assets & Liabilities -> Advanced Portfolio.
> >
> >     It shows % capital gain/loss plus % return (including any
> >     dividends/distributions).
> >
> >
> >     For time based reporting you could use this report and copy/paste the
> >     data to a spreadsheet:
> >
> >     Reports -> Assets & Liabilities -> Balance Sheet (Multicolumn)
> >
> >
> >     Regards
> >
> >     Geoff
> >     =====
> >
> >     On 13/05/2025 6:31 am, GTI .H wrote:
> >      > Hello everyone,
> >      >
> >      > A question for anyone who can help:
> >      >
> >      > I need to monitor the evolution of my investments, in asset
> >     accounts, I
> >      > have the values sampled in the accounting period of one month.
> >      >
> >      > I have been monitoring the evolution in values through reports.
> >      >
> >      > Is there a way, some report where I can monitor the evolution in
> >     percentage?
> >      >
> >
> >
> >
> > --
> > Regards
> > GTI
>


-- 
Regards
GTI