--On January 28, 2014 12:06:00 AM -0500 Scott Armitage
<[email protected]> wrote:
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.
What you suggest would be useful, and probably not too hard to
implement. I want to finish up fixing the bugs found in the existing
code, but I don't think I have time to implement this change right now.
I would suggest that you file an enhancement request in Bugzilla for
this so it doesn't get lost. Perhaps I'll have time to get back to it.
Mike
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