[GNC] Advanced Portfolio Report

[Wm Tarr]

On 2026-07-01 17:22, rsbrux via gnucash-user wrote:
> Does "Total Return" therefore include "Income"? In my report it looks like "Total Return" = "Total Gain" + "Income".
Yes
> Also it looks as though "Basis" = "Money In" - "Money Out". Is that correct?
That sum will stop working as you buy and sell stuff, the Basis will 
change depending on the costing method you choose in the settings.
> If so, aren't the "Rate of Gain" and "Rate of Return" sometimes understated, since "Money In" isn't committed for the entire time for which gain and return are received?

Money in measures money invested not sitting around as cash.

The Advanced Portfolio report doesn't include more sophisticated 
measures of return like IRR which is why I and some other people use 
another programme (e.g. Portfolio Performance), spreadsheets etc as an 
adjunct for managing investments.  In breaking news: CAGR has just been 
added to the Investment Lots report if you're interested in that.

Wm


>> Rate of Gain = Total Gain / Money in as a %
>>
>> Rate of return = Total Return / Money in as a %
>>
>> Wm