The answer really is embedded in what format Portfolio Performance needs for its input. I didn't see anything leap out at me in their website about that in my brief scan. Most likely, you'd use a gnucash report to output data to a spreadsheet and import to PP from there.
On Dec 10, 2021, 06:15, at 06:15, Thomas <[email protected]> wrote: >Hi Christopher, >thanks for your reply! >With "Portfolio Performance", I was referring to specific (external) >tool with that name. I forgot to mention that explicitly. >My hope was that I could record all the data and changes in GnuCash >and just regularly export the required information about my current >stock portfolio to have additional tooling and visualizations in >"Portfolio Performance". > >The website of "Portfolio Performance": >https://www.portfolio-performance.info/en/ > >Best, >Thomas > >On Fri, 10 Dec 2021 at 12:09, Christopher Lam ><[email protected]> wrote: >> >> Imnsho, portfolio "performance" is a popular term, and I'm not sure >it has an official definition. >> >> There's an IFRS report in the experimental menu to analyse a single >stock activity. It aims to calculate a mathematical average cost price >of the stock. You can then compare it with the stock latest price to >generate a performance metric. >> >> (Not an accountant). >> >> On Fri, 10 Dec 2021, 6:53 pm Thomas, ><[email protected]> wrote: >>> >>> Hello everybody, >>> >>> in order to have a detailed and interactive overview of all my stock >>> portfolio, I would like to export the data I have in gnucash (e.g., >>> when I bought how many stocks at what price) and import it into >>> Portfolio Performance. It is a rather stock-focused tool, which is >why >>> I want to stick with gnucash, but would love to have some of the >>> visualization and calculation tools of Portfolio Performance. >>> >>> Does anybody do this in any way already or could give a hint how >that >>> could be doable? >>> If there are other (more compatible) tools of the type of Portfolio >>> Performance that are freely available, I'd also be interested in >>> hearing about how you do it with these tools. >>> >>> Thanks a lot in advance! >>> >>> Best, >>> Thomas >>> _______________________________________________ >>> gnucash-user mailing list >>> [email protected] >>> To update your subscription preferences or to unsubscribe: >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>> If you are using Nabble or Gmane, please see >https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >>> ----- >>> Please remember to CC this list on all your replies. >>> You can do this by using Reply-To-List or Reply-All. >_______________________________________________ >gnucash-user mailing list >[email protected] >To update your subscription preferences or to unsubscribe: >https://lists.gnucash.org/mailman/listinfo/gnucash-user >If you are using Nabble or Gmane, please see >https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >----- >Please remember to CC this list on all your replies. >You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
