[kmymoney] [Bug 398134] New: Automatically Mark Shares that Were Sold

[Richard Theisen]

https://bugs.kde.org/show_bug.cgi?id=398134

            Bug ID: 398134
           Summary: Automatically Mark Shares that Were Sold
           Product: kmymoney
           Version: 5.0.1
          Platform: Other
                OS: Linux
            Status: UNCONFIRMED
          Severity: normal
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: rltheis at verizon.net
  Target Milestone: ---

Add a mechanism to automatically mark shares that were sold. I believe most
people use First-in, First-out (FIFO) method for selling shares (they could use
last-in, first-out (LIFO)). The FIFO or LIFO option could be selected when the
investment is created. When shares are sold with a FIFO setting, the
application starts with the latest, non-sold, shares and marks them sold up to
the actual amount sold. For partial amount sold (ie 300 shares where bought on
3/20/2000; 200 shares were sold on 8/14/2018), a new, read-only, field to
indicate how many shares are remaining. In my example, this new field's value
would be 100. 

Marking sold share affects the average price for the shares. May also affect
other reports.

The way you calculate the number of shares will need to be modified. Once the
shares are marked as sold. You only need to add all purchase related actives.

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