[GNC] Do I treat a managed investment account as stocks, or no?
Wm Tarr
wm at ilipsis.net
Mon May 4 02:35:55 EDT 2026
If there is a single value for the whole thing I'd be inclined to treat
it as a mutual fund rather than recording a myriad of individual
stocks. Doe that make sense in terms of what reporting you get after
each bunch of purchases?
Wm
On 2026-05-03 22:36, Louise wrote:
> I have a managed investment account where I deposit funds monthly, and
> someone, or AI, decides what stocks to buy.
>
> So far, in GnuCash, I have just been transferring my deposits to the
> appropriate account. When the dividends are paid out I have simple
> been allocating the amounts to a plain account per stock.
>
> Should I be treating these "purchases" as stocks, or is this not
> necessary?
>
> Thanks,
>
> Louise.
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