[GNC] Advanced Portfolio report of basis
Sherlock
sh025622 at gmail.com
Wed Jun 3 16:34:04 EDT 2026
Flywire,
I didn't "make the case that coverage of basis cost is incomplete in the
guide". I made the point that the approach provided for entering a
return of capital has a few shortcomings with regard to lot management
and income tracking.
As to whether or not the basis costs are adequately discussed in the
guide, I suggest reviewing the section on Selling Shares:
https://www.gnucash.org/docs/v5/C/gnucash-guide/invest-sell1.html
My understanding is GnuCash's lot management support was added late and,
with regard to capital gains of securities, doesn't play well with a few
of the approaches described in the guide.
Regards,
Sherlock
On 6/3/26 3:40 AM, flywire wrote:
> Sherlock,
>
> In https://lists.gnucash.org/pipermail/gnucash-user/2026-May/120693.html
> you make the case that coverage of basis cost is incomplete in the
> guide. It would be good to see that discussion developed in the list,
> wiki, or guide. (I've never needed to split a parcel with multiple
> basis cost transactions.)
>
> Regards
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