No such report exists. Please feel free to relearn scheme and submit as a PR on GitHub.
You may find the Lot Viewer report (exposed only when running GnuCash with --extra) a useful starting point. Good luck! On Sun, 4 Sept 2022, 12:27 pm Brent McBride, <[email protected]> wrote: > Hi GnuCash experts, > > Does GnuCash have a report that shows the current unrealized gain/loss of > open lots? > > Such a report would help answer questions such as: > > * Which lots held longer than one year have the largest unrealized > gains, and would therefore be most advantageous (tax-wise) if donated to > charity? > * Which lots would be the best candidates for tax loss/gain harvesting? > > The Lots UI has almost everything needed to answer these questions: Date > opened, balance, realized gains. But it is missing one key piece of info: > Unrealized gains (what would the gain/loss be if the remaining balance was > sold at the most recent price?). > > Further, the Lots UI only shows a single commodity. The ideal would be a > report that shows open lots in all accounts (perhaps configurable by date, > accounts, gain/loss amount, etc). I thought maybe one of the existing > reports would have this info, but haven't yet found one. > > The "Investment Portfolio" report seems close. It shows accounts, but not > lots within the accounts. > > Any suggestions? > > My background: > I recently moved ~20 years of data from Quicken to GnuCash, and am still > learning the ropes. > > I've written some scripts using the super-useful piecash and openpyxl > tools to update/create various Excel docs from my GnuCash db. I suppose I > could write a similar script to generate a Lots report in Excel. > > Or if I'm in the mood for pain, I could relearn Scheme enough to create a > custom GnuCash report (I briefly taught Scheme as a TA in college over 20 > years ago—all I remember now is it uses lots of parentheses 🙂). > > But before going either route, I want to verify with you experts that > there is no preexisting report. > > Thanks for your help! > > -Brent > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > 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 ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
