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</o:shapelayout></xml><![endif]--></head><body lang=PT-BR link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D;mso-fareast-language:EN-US'>By the way,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D;mso-fareast-language:EN-US'><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-US style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D;mso-fareast-language:EN-US'>Can you help me with the question on attached email?</span><span lang=EN-US style='font-size:11.0pt;font-family:"Segoe UI Symbol",sans-serif;color:#1F497D;mso-fareast-language:KO'><o:p></o:p></span></p><p class=MsoNormal><span lang=EN-US style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D;mso-fareast-language:EN-US'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>De:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> andy.chung.0@gmail.com [mailto:andy.chung.0@gmail.com] <b>Em nome de </b>Andy Chung<br><b>Enviada em:</b> quinta-feira, 8 de outubro de 2015 18:33<br><b>Para:</b> KMyMoney Users' mailing list <kmymoney@kde.org>; Rhaufed Santos <rhaufed@terra.com.br><br><b>Assunto:</b> Re: [Kmymoney] Investment report<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>yet looking further ...<o:p></o:p></p><div><p class=MsoNormal>keeping your account structure,<o:p></o:p></p></div><div><p class=MsoNormal>use networth today report<o:p></o:p></p></div><div><p class=MsoNormal>in row/column detail tag - top level<o:p></o:p></p></div><div><p class=MsoNormal>in chart tag select pie<o:p></o:p></p></div><div><p class=MsoNormal>in account tag select only small caps/long term/short term accounts<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>does it work?<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div></div><div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>2015-10-08 22:23 GMT+08:00 Andy Chung <<a href="mailto:andy.chung@alumni.cuhk.net" target="_blank">andy.chung@alumni.cuhk.net</a>>:<o:p></o:p></p><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0cm 0cm 0cm 6.0pt;margin-left:4.8pt;margin-right:0cm'><div><p class=MsoNormal>looks like you have an "asset account" (level 1) and an "investment account" (level 2) on top of your small caps/long term/short term (level 3).<o:p></o:p></p><div><p class=MsoNormal>if you book your small caps/long term/short term as top level accounts (without any parent), you could tweak the small caps/long term/short term by grouping them under the same institution named "investments". in institution page you could see the total of your small caps/long term/short term, acting as your level 2<o:p></o:p></p></div><div><p class=MsoNormal>your asset total is shown in kmymoney homepage, acting as your level 1.<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>not exactly ... but close ... hopefully<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div></div><div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>2015-10-08 18:41 GMT+08:00 Andy Chung <<a href="mailto:andy.chung@alumni.cuhk.net" target="_blank">andy.chung@alumni.cuhk.net</a>>:<o:p></o:p></p><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0cm 0cm 0cm 6.0pt;margin-left:4.8pt;margin-right:0cm'><div><p class=MsoNormal>assets/investments are attributes of accounts<o:p></o:p></p><div><p class=MsoNormal>small cap/long term/short term are accounts. u may take it as top level.<o:p></o:p></p></div><div><p class=MsoNormal>A/B/C/X/Y/a are investment stocks.<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>example account hierarchy<o:p></o:p></p></div><div><p class=MsoNormal><a href="http://i.imgur.com/kVu7Qgy.png" target="_blank">http://i.imgur.com/kVu7Qgy.png</a><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>this should be what you are looking for.<o:p></o:p></p></div><div><p class=MsoNormal><a href="http://i.imgur.com/U4QPWkn.png" target="_blank">http://i.imgur.com/U4QPWkn.png</a><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>2015-10-08 17:07 GMT+08:00 Email Terra Rhaufed <<a href="mailto:rhaufed@terra.com.br" target="_blank">rhaufed@terra.com.br</a>>:<o:p></o:p></p><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0cm 0cm 0cm 6.0pt;margin-left:4.8pt;margin-right:0cm'><div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>Hi all,<o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span lang=EN-US>I want to create a report for my investments so I can have a kind of a Portfolio View of what I have, segregated into different portfolios. </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span lang=EN-US>My account structure is like:</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span lang=EN-US> </span><o:p></o:p></p><p><span lang=EN-US>Assets</span><o:p></o:p></p><p><span lang=EN-US> Investments</span><o:p></o:p></p><p><span lang=EN-US> Small caps</span><o:p></o:p></p><p><span lang=EN-US> A</span><o:p></o:p></p><p><span lang=EN-US> B</span><o:p></o:p></p><p><span lang=EN-US> C</span><o:p></o:p></p><p><span lang=EN-US> Long term</span><o:p></o:p></p><p><span lang=EN-US> X</span><o:p></o:p></p><p><span lang=EN-US> Y</span><o:p></o:p></p><p><span lang=EN-US> Short term</span><o:p></o:p></p><p><span lang=EN-US> a</span><o:p></o:p></p><p><span lang=EN-US>You can see I have a 4 levels structure, and the stocks are at level 4, (in this example they are A,B...). If I generate a pie chart with Details field left empty I get results at level 4, and If I change Details to Top as you, then I get results at level 1.</span><o:p></o:p></p><p><span lang=EN-US> Butm , my desire is to have results at level 3. Anyone can help me to get this sorted out?</span><o:p></o:p></p><p><span lang=EN-US> Hope you get what I mean</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span lang=EN-US> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span lang=EN-US>Thanks.</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span lang=EN-US style='color:#888888'> </span><span style='color:#888888'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span lang=EN-US style='color:#888888'>Rhaufed</span><span style='color:#888888'><o:p></o:p></span></p></div></div><p class=MsoNormal style='margin-bottom:12.0pt'><br>_______________________________________________<br>KMyMoney mailing list<br><a href="mailto:KMyMoney@kde.org" target="_blank">KMyMoney@kde.org</a><br><a href="https://mail.kde.org/mailman/listinfo/kmymoney" target="_blank">https://mail.kde.org/mailman/listinfo/kmymoney</a><o:p></o:p></p></blockquote></div><p class=MsoNormal><span style='color:#888888'><br><br clear=all><span class=hoenzb><o:p></o:p></span></span></p><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal><span class=hoenzb><span style='color:#888888'>-- </span><o:p></o:p></span></p><div><div><div><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal style='margin-bottom:12.0pt'><span style='color:#888888'>cheers,<o:p></o:p></span></p></div><p class=MsoNormal><span style='color:#888888'>Andy<o:p></o:p></span></p></div></div></div></div></blockquote></div><p class=MsoNormal><span style='color:#888888'><br><br clear=all></span><span class=hoenzb><o:p></o:p></span></p><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal><span class=hoenzb><span style='color:#888888'>-- </span><o:p></o:p></span></p><div><div><div><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal style='margin-bottom:12.0pt'><span style='color:#888888'>cheers,<o:p></o:p></span></p></div><p class=MsoNormal><span style='color:#888888'>Andy<o:p></o:p></span></p></div></div></div></blockquote></div><p class=MsoNormal><br><br clear=all><o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal>-- <o:p></o:p></p><div><div><div><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal style='margin-bottom:12.0pt'>cheers,<o:p></o:p></p></div><p class=MsoNormal>Andy<o:p></o:p></p></div></div></div></div></body></html>