sub investment account of investment account

[Andy Chung]

Hi Jack,

Thanks for looking into this.
Rational behind is categorizing stocks for risk management e.g. by
geographies (China, US), by industry sectors (tech, non tech).

currently i have geographic categorization by
- maintaining 2 investment accounts 1 for Chinese stocks 1 for US stocks
- both investment accounts belong to same institution so the institution
reports my total stock exposure.

thinking to add industry dimensions by something like
investment account Chinese stock
   investment sub account Chinese tech stock
      stock 1,
      stock 2
   investment sub account Chinese non tech stock
      stock 3,
      stock 4
investment account US stock
   investment sub account US tech stock
      stock 5,
      stock 6
   investment sub account US non tech stock
      stock 7,
      stock 8



Jack via KMyMoney <kmymoney at kde.org> 于2021年9月28日周二 上午1:24写道：

> On 9/26/21 01:36, Andy Chung via KMyMoney wrote:
> > Hi thomas et al,
> >
> > Using 5.1.2.
> > I am trying to create a new investment account as child of another
> > existing investment account. But encounter error message (investment
> > account can only have stock account as children mymoneyfile.cpp:990).
> >
> > Notice in
> >
> https://docs.kde.org/stable5/en/kmymoney/kmymoney/details.accounts.create.html#details.accounts.create.parent
> > "Investment account cannot contain other accounts so they are not
> > shown in the tree"
> >
> > Is it not possible/not logical to do that? Thanks.
>
> Hello Andy,
>
> I have not looked in the code, but I think you probably found a real
> limitation.  Currently, the only sub-accounts of an investment account
> are those for the individual stocks/equities held in that investment
> account.  I don't know how difficult it would be to allow another
> investment account as a sub-account, but I can imagine it would require
> some reworking of the code.  If you're really interested, you could open
> a "wishlist" bug on bugs.kde.org so at least the request doesn't get
> forgotten.
>
> To help our understanding of the situation, can you say why you want to
> have nested investment accounts?  Someone might also be able to suggest
> a reasonable workaround.
>
> Jack
>
>

-- 
Cheers
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