[kmymoney] doc: Add initial notes on reusing an existing security in a second investment

[Thomas Baumgart]

Git commit 95590fbf0ece4452f7f20ca7803f532385e0cb90 by Thomas Baumgart.
Committed on 05/01/2020 at 11:02.
Pushed by tbaumgart into branch 'master'.

Add initial notes on reusing an existing security in a second investment

account.  Expansion and screenshots to be added later.

(cherry picked from commit 8547037f9373f5ae8c5d3d039a2e6f6fe2514c52)

M  +45   -3    doc/details-investments.docbook

https://commits.kde.org/kmymoney/95590fbf0ece4452f7f20ca7803f532385e0cb90

diff --git a/doc/details-investments.docbook b/doc/details-investments.docbook
index 2fb1786ff..c0b29a398 100644
--- a/doc/details-investments.docbook
+++ b/doc/details-investments.docbook
@@ -7,9 +7,10 @@
       <personname><firstname>Michael</firstname><surname>Carpino</surname></personname>
       <email>mfcarpino at gmail.com</email>
     </author>
+    <author> &Jack.H.Ostroff; &Jack.H.Ostroff.mail; </author>
   </authorgroup>
-  <date>2019-04-04</date>
-  <releaseinfo>5.0.3</releaseinfo>
+  <date>2019-12-30</date>
+  <releaseinfo>5.0.7</releaseinfo>
 </chapterinfo>
 
 <title>Investments</title>
@@ -234,6 +235,43 @@
     </para>
   </listitem>
 </itemizedlist>
+</sect2>
+
+<sect2 id="details.investments.reuse">
+  <title>Using a Security in more than one Investment Account</title>
+
+<note>
+  <para>
+    This section has been added just in time for the release of Version 5.0.8.  The
+    author felt it was important to include at least the basic information now, since
+    this topic has been a source of difficulty for some time.  The discussion will be
+    expanded and screenshots of the New Security Wizard will be added as soon as
+    possible.
+  </para>
+</note>
+      
+<para>
+  It is possible to own shares of the same security in different investment accounts,
+  such as a regular investment account and also a retirement account.  If you follow the
+  instructions above, you will have that security show up in both accounts, but
+  &kmymoney; will actually treat them as if each of the securities is a different
+  underlying equity.  This results in duplicate storage, such as having two copies of
+  the entire price history of the equity.  Therefore, you may prefer to have both
+  securities refer to the same underlying equity.
+</para>
+
+<para>
+  When you add a security to an investment account, and that security already exists in
+  another investment account, you need to be careful if you want to reuse it rather than
+  creating a new, duplicate security.  When you see the <guilabel>New Investment
+  Wizard</guilabel>, after selecting the type of investment and clicking
+  <guibutton>Next</guibutton>, you need to be sure the <guilabel>Full Name</guilabel>
+  field is empty before entering the <guilabel>Trading Symbol</guilabel>.  When you hit
+  <keycap>Tab</keycap>, if &kmymoney; already has a security using that symbol, it will
+  ask if you wish to reuse it.  If you click <guibutton>Yes</guibutton>, it will fill in
+  the rest of that dialog, and you can then just click <guibutton>Next</guibutton>.
+</para>
+
 </sect2>
 </sect1>
 
@@ -252,6 +290,11 @@
   on the screen by selecting any of them by left clicking on the item in the top bar and
   dragging it to the left or right. 
 </para>
+<para>
+  If you choose to Edit an Investment, you will use the <guilabel>Investment detail
+  wizard</guilabel>, which looks and functions just like the <guilabel>New Investment
+  Wizard</guilabel>, as described in the previous section.
+</para>
 </sect1>
 
 <sect1 id="details.investments.ledger">
@@ -690,4 +733,3 @@
 </para>
 </sect1>
 </chapter>
-