I have been using this method for so long I almost don’t remember how it
works.

On Sun, Dec 9, 2018 at 09:16 John Lee <j...@pobox.com> wrote:

> On Sun, 9 Dec 2018, at 15:51, Martin Michlmayr wrote:
> > * Martin Michlmayr <t...@cyrius.com> [2018-12-09 17:48]:
> > > The first is based on an idea from Craig Earls from a few years ago
> > > and uses automated transactions:
> > >
> > > = expr (commodity == 'GOOG')
> > >     (Equities:GOOG)                      1.000
> >
> > I forgot to say but this allows you to see percentages too, see
> >
> https://www.reddit.com/r/plaintextaccounting/comments/92jux8/how_do_you_calculate_weightshares_of_a_commodity/
>
> Ah yes, now I recall I'm already using this idea (which I imagine came
> from the same source) for 'asset allocation' percentages.  I guess I can
> also match on the account names of the postings in the expression, which
> I'd need to separate out some things that I'd normally do with a regular
> query on the non-virtual transactions.
>
> Your pivot idea looks useful too, thank you!
>
> Still, I'm a little surprised there's not a more explicit way that neither
> requires adding extra metadata to duplicate core information like account
> names that is already present, nor use of automated transactions and
> consequent loss of information (in queries, without extra effort) about
> things like account names.
>
> If anybody has other reporting tools that operate on ledger files that
> they'd like to advertise here, it'd be great to hear about them!  Even if
> they don't solve this particular problem, they might help me and others
> write something that does what I want more easily.
>
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-- 
Craig, Corona De Tucson, AZ
[image: missile_flyout]
enderw88.wordpress.com

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