[kmymoney] [Bug 393204] Wishlist - Enhancement within Investment Tab

[Christian]

https://bugs.kde.org/show_bug.cgi?id=393204

Christian <gentoo at moin.fi> changed:

           What    |Removed                     |Added
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                 CC|                            |gentoo at moin.fi

--- Comment #4 from Christian <gentoo at moin.fi> ---
Interesting idea. I agree with Jack that the net cost and gain/loss are
characteristics of a transaction - see bug 392755 for a suggestion how to
capture the realized gains and losses.
I understand that Michael Carpino's suggestion here concerns the "gains/losses"
of an investment that are not yet realized, i.e., how does the current value of
the investment compare to the money invested to obtain it. For example, if I
own 30 units of XYZ that I bought for 10 euros each, then the "cost" would be
300 euros. This could be shown on the "Investment tab", so that one may compare
it to the current value (shown in the Value column already). A column for
"gain/loss" in absolute or % terms could be derived from this.

To operationalize this, one would need to know the exact transactions that
constitute the purchasing of the currently held Quantity. E.g., if I buy 10
units of XYZ on 1.1.2017 and another 10 units of XYZ on 1.7.2017, and then sell
10 units on 1.11.2017 - which 10 units do I still own now? Their purchasing
value would be the "investment value". Optionally, the cumulative fees could be
shown here too, although it is again unclear whether e.g., the fees of the
purchase on 1.1.2017 are still relevant in my example.

One could even calculate something like average annual rate of change if the
duration of the holding can be determined.

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