As usual, this turns out to be more complicated than I expected. My Ubuntu Studio 18.04 installation doesn' (yet) have any SQL DB installed.

gnucash-portfolio (http://portfolio.alensiljak.tk/) say it supports SQLite. The GC features page (https://gnucash.org/features.phtml) says that this is still experimental.  Is this still the case?  I am still using GC 2.6.19.  Do I need a newer GC version to use SQLite reliably?

Furthermore,some sourcess say that I will need to migrate the data myself, e.g.
https://stackoverflow.com/questions/25736571/gnucash-migrate-from-file-to-mysql

Is this also still the case? If not, what version of GC do I need to be able to just "Save As" to an SQL DB?

All of the posts I have found refer to MySQL rather than SQLite. Can I use the MySQL scripts in SQLite?

My NAS provides MariaDB instead of MySQL.  Would I be able to use this instead?


On 02.03.20 09:43, rsbrux wrote:

The Assets Bar Chart is indeed close to what I need, but it doesn't account for transfers into and out of the accounts in question.

I am still on Ubunto Studio 18.04 LTS.  Is there an easy way to get GC 3.x on this platform?  If not which Version do I need to get GC 3.x from the official Ubuntu repository?

Otherwise, I will give gnucash-portfolio a try.  I don't think I am competent to figure out how to do what I need in Excel.

Thanks for your help!

On 02.03.20 00:12, David Carlson wrote:
You won't get much out of GnuCash unless you had it collecting security prices at the appropriate times to use in your desired reports.  If you did, try the assets over time reports.  There may be some better reports in the 3.x family of releases.

Otherwise, third party software or spreadsheets or a combination will work better.

David Carlson


On Sun, Mar 1, 2020, 10:53 AM rsbrux via gnucash-user <[email protected] <mailto:[email protected]>> wrote:

    I need some reports which show the performance of various investment
    accounts over the past year.  I don't find anything suitable in GC
    2.6.19 and don't have the chops (neither in accounting nor in
    guile) to
    write my own.  Surely I am not the first GC user with this need. 
    The
    only thing I found which looks useful is gnucash-portfolio:

    http://portfolio.alensiljak.tk/

    https://github.com/MisterY/gnucash-portfolio

    However, as ignorant as I am about Python, I am not even sure how to
    install it.  Furthermore, it appears to require the GC DB stored in
    SQLite, whereas mine is still in (compressed) XML.

    Does anyone have experience with gnucash-portfolio?

    What other approach could I use?

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