[Kmymoney-devel] Show equity accounts

[Alvaro Soliverez]

Hello William,
have you tried tweaking the timeframe? That affects how performance is
calculated. I take it we are talking about the investment performance
reports here, correct?

Please CC  the list when replying, since other may chime in and
provide more info on the subject.

Regards,
Alvaro


On Mon, Nov 25, 2013 at 11:23 AM, William H. Haller <bill at awmach.org> wrote:
> RE:
> If you want to view individual stocks within investment reports, you
> have to go to setting and enable "show equity accounts". This will
> allow you to select individual investment stocks, and then you can
> have a report for each.
>
> Additional info:
>
> I have show equity accounts enabled, however a report that is generated for
> a particular equity account still lumps all buys over all time together and
> all sells over all time together and applies all dividends to the total sell
> price and attempts to give a return overall for all purchases of a given
> equity. So unless you rename the company for each individual transaction and
> then remember what each was called, you are stuck.
>
> You really need a transaction ID for each buy that can then be referenced
> (if present) for every dividend and sell to do matching for a rate of return
> for each. It would be better if dividends were automatically split based on
> current shares, although ex-div dates would matter depending on when
> additional shares were bought and that would be tough. But even if you
> didn't worry about ex-div dates and just split dividends against all shares
> owned at that time, it would be better than it is now.
>
> As it is, if I want to know how I'm doing in a particular security, there is
> no way to know from your reports as a current purchase is influenced by
> transactions I may have made ten years ago and long since sold.
>
> This is something that has been on the wishlist for a long time.
> --
> William Haller
> Webmaster awmach.com, awmach.net, awmach.org