[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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