[kmymoney] [Bug 430839] New: Option to "merge" investment

bugzilla_noreply at kde.org bugzilla_noreply at kde.org
Sat Dec 26 22:29:23 GMT 2020


            Bug ID: 430839
           Summary: Option to "merge" investment
           Product: kmymoney
           Version: 5.1.1
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: jmadero at usa.com
  Target Milestone: ---

Currently if a company is bought out by another company the only way to handle
this event in KMyMoney is to "sell" the stock that you own, and then "buy" the
new stock. Although totally functional, I think it could be useful to have a
"merge" option where you can easily just go from one stock to another when a
company is bought out. 

Benefits would include:
(1) Reports could be more accurate as to % gain - because it would consider the
price you actually bought the original stock for (and the value of the current
stock - company 2 - in calculating % profit)
(2) Just generally easier to use, inputting a ratio of shares gained per share
owned would be easy to convert your current portfolio of company 1 to shares
owned in company 2
(3) There are always fees associated with these mergers, would be nice to
capture these during the entry of the "merge" instead of having to input a
separate entry for a fee.

Linux/KDE Plasma: Bodhi Linux built on Ubuntu 18.04

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