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

Christian bugzilla_noreply at kde.org
Fri May 4 18:47:22 UTC 2018


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

--- Comment #5 from Christian <gentoo at moin.fi> ---
PS: An alternative suggestion for how to present the information (seen from the
"Equity" point of view and not from the "Current balance" point of view used in
my earlier Comment 3):
- A: Sum up the values of all investments into the equity ever (i.e., buy)
- B: Sum up the values of all withdrawals from the equity ever (i.e., sell)
- C: Calculate the current value of the quantity being held (it's already on
the Tab)
- D: Calculate B+C to capture to the total value
- Then compare A (invested money) to D (obtained money plus current value). 
Fees could be added to A if desired.

Maybe this would be better done in a "Report" as it reflects a mixture of the
current holdings and transactions already in the past.

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