Re: [GNC] Getting CAGR for stocks/accounts

[Megagrumpy]

I probably did not explain myself very well. I get the dividends included in
the Income column in the Advanced Portfolio but in order to calculate a true
return I need to have a separate spreadsheet that breaks the dividends down
with the date they were paid. The same is true for any Sell or buy
transactions in the stock. Having done this for each of my stocks I can then
work out the CAGR. This information is all available in GC so it would not
be a complex task (I know all S/W changes are complex and often give rise to
unintended consequences!) to include a column showing the CAGR.



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Re: [GNC] Getting CAGR for stocks/accounts

[Deva -]

I agree that the return figures shown in the Advanced Portfolio report isn’t of 
much use to folks tracking their portfolios over long periods. Annualised 
return (or CAGR) would have been nice, but it’s not there yet.

On dividends, there must be something you are doing wrong with the way you 
setup your dividend payouts. If you follow the instructions in the Tutorial and 
Concepts Guide, dividends do show up in Advanced Portfolio report under the 
Income column. In fact, the Total Return is a sum of capital gains and 
dividends.

Go through the online document - perhaps try it for just 1 security - and see 
how your report changes.

Cheers.

On 11-Aug-2018, at 8:18 PM, 
mailto:gnucash-user-requ...@gnucash.org>> 
mailto:gnucash-user-requ...@gnucash.org>> 
wrote:

Message: 9
Date: Sat, 11 Aug 2018 02:16:54 -0500 (CDT)
From: Megagrumpy mailto:megagru...@hotmail.com>>
To: gnucash-user@gnucash.org
Subject: [GNC] Getting CAGR for stocks/accounts
Message-ID: 
<1533971814285-0.p...@n4.nabble.com>
Content-Type: text/plain; charset=us-ascii

I have been trying to find a way to be able to get a true performance of
investments which I think is best shown by calculating the CAGR over the
life of that investment. The Advanced Portfolio report gives the overall
increase as a percentage but this is meaningless if comparing investments
with differing purchase dates or where there have been significant dividends
over time or reinvestments. I currently download the information into a
spreadsheet and have a separate calculation where I calculate the CAGR -
unfortunately I have to add dividends etc manually for each share which
takes a long time! is there any way in GC to be able to calculate this?

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