Hi Scott, I'd certainly also like to see what you suggest implemented.
Regards, Chris Good > > - -- > Message: 6 > Date: Tue, 28 Jan 2014 00:06:00 -0500 > From: Scott Armitage <[email protected]> > To: [email protected] > Subject: Improving the "Advanced Portfolio" report > Message-ID: > <CAA8Hn0dFm6b+qz+KeVzTd87P6Y-coe=5m3sy0jg0+rxp9vm...@mail.gmail.com> > Content-Type: text/plain; charset=UTF-8 > > Hi everyone, I tried to submit this suggestion last week but it appears to > have been eaten somewhere along the line. I would like to improve the > "Advanced Portfolio" report. At this time it is lacking some key > functionality (or I have failed to discover how to use it) that would make > it a complete solution for all of my financial management needs. My > understanding is that Mike Alexander has been working on this report > recently, so perhaps he can provide some feedback as to the feasibility of > this. > > The report lets you select a report date and selection criteria for which > price to use for stocks and funds. With this, I have been able to > successfully create a report that, for a given date, will calculate my cost > basis, realized and unrealized gains, income, and total rate of return for > all time up to the report date. This has worked great and I have been able > to reconcile it with my by-hand calculations, with my brokerage's records, > and with Google Finance. Sweet! > > The report does not, however, let you select a "report from" date. This has > been fine for me so far as I only started investing in early 2013. Now that > 2014 has rolled around, I have come across two new use-cases for this type > of report that I *require* in order for GnuCash to be my one-stop-shop. > These use-cases are: > > 1. Year-to-date -- all of the same report information but with gains, > income, and total return computed from the beginning of the current year to > today. > 2. Income tax -- all of the same report information but computed from 01 > January of a given year to 31 December of the same year. > > The report date is arbitrary (provided you have price information for the > report date for all of your holdings). If a "report from" date were added, > you could run case 1 as "FROM beginning of current year TO today", and you > could run case 2 as "FROM 01 January YYYY TO 31 December YYYY". With a > generic report-from date, you could also run arbitrary portfolio reports > for any period, for example Q3 of 2013, or last 6 months, or previous > quarter, or indeed whatever the user's heart desires. > > I am looking for someone to assist with modifying the "Advanced Portfolio" > report to support this functionality; I believe it is incredibly useful for > DIY and passive investors such as myself, many of whom would be the type of > people to use GnuCash in the first place =) I can provide report > definitions, test cases, and perform functional testing of the report, but > I am looking for someone who can dig into the guts to do the coding. I > unfortunately don't have the time at the moment to dedicate to learning a > couple new languages to accomplish this myself. > > I see a few key changes to the report that would be required: > > - Modify the single "Date" report option to two options, "Start Date" > and "End Date" > - To maintain backward compatibility, the "Start Date" should include > an option for "All" or something similar, giving the functionality of the > current report > - Modify the "Basis" column to represent "Opening value", i.e. the > valuation of the holding on the report start date (and probably rename the > "Value" column to "Closing value", i.e. the same on the report end date) > - Filter money in, money out, income, and brokerage fees (i.e. > transactions on the holdings) to include only those that are within the > report period > > If anyone else is interested in this, please let me know! > > > ------------------------------ > > Message: 7 > Date: Tue, 28 Jan 2014 16:59:09 +0100 > From: Geert Janssens <[email protected]> > To: [email protected] > Subject: Re: Building on Windows from scratch - guile problem SOLVED > Message-ID: <[email protected]> > Content-Type: text/plain; charset="us-ascii" > >> On Thursday 16 January 2014 14:26:41 Geert Janssens wrote: >> Gary, >> >> While looking at your changes I noticed you changed two lines in >> the vbs script. >> >> One is that you added my repository/branch in a comment. >> That's ok and makes it easier for others to start. >> >> The second is to install msys-patch. Is there a reason you do this >> in the vbs script and not in install-impl.sh ? >> >> Geert >> _______________________________________________ >> gnucash-devel mailing list >> [email protected] >> https://lists.gnucash.org/mailman/listinfo/gnucash-devel > Gary, > > A late update on this. > > I have tried to apply your patches to my branch. The first two were already > integrated. Of the > other 5 only two could be applied cleanly. I have added one more manually, > but two are > currently not applied. > > I have just rebased my branch from the most recent trunk. Can you pull my > branch (with git pull > --rebase) and check which parts are missing and recreate patches for these > items ? > > Thanks, > > Geert > > > ------------------------------ > > _______________________________________________ > gnucash-devel mailing list > [email protected] > https://lists.gnucash.org/mailman/listinfo/gnucash-devel > > > End of gnucash-devel Digest, Vol 130, Issue 34 > ********************************************** _______________________________________________ gnucash-devel mailing list [email protected] https://lists.gnucash.org/mailman/listinfo/gnucash-devel
