Re: [GNC] Investment Portfolio Reporting, GC w/SQL DB

2020-03-06 Thread Adrien Monteleone
> On Mar 6, 2020 w10d66, at 6:56 AM, rsbrux via gnucash-user > wrote: > > 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

Re: [GNC] Investment Portfolio Reporting, GC w/SQL DB

2020-03-06 Thread rsbrux via gnucash-user
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

Re: [GNC] Investment Portfolio Reporting

2020-03-02 Thread Mike Alexander
On 1 Mar 2020, at 11:51, rsbrux via gnucash-user 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

Re: [GNC] Investment Portfolio Reporting

2020-03-02 Thread rsbrux via gnucash-user
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

Re: [GNC] Investment Portfolio Reporting

2020-03-02 Thread rsbrux via gnucash-user
I have indeed tried the Advanced Portfolio report, but have a few problems with it: 1. It gives performance per currently owned security, but I am looking for overall performance of each securities account, including cash positions and securities which have been sold. In particular, I

Re: [GNC] Investment Portfolio Reporting

2020-03-01 Thread David Carlson
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

[GNC] Investment Portfolio Reporting

2020-03-01 Thread rsbrux via gnucash-user
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