[kmymoney] [Bug 431300] Equity records

[Jack]

https://bugs.kde.org/show_bug.cgi?id=431300

--- Comment #2 from Jack <ostroffjh at users.sourceforge.net> ---
Reading my reply now, I realize it wasn't complete accurate in describing
things.  I apologize for that.
Part of the issue is a potential confusion with terminology.  Any ownership of
a stock (or mutual fund) requires a SECURITY to exist.  
That contains the basic information about the stock, such as trading symbol,
exchange, and source of online quotes.  Then, for each Investment Account which
owns any of that Security, there does need to be an EQUITY account.  That is
used to keep the shares owned in that Investment Account separate from shares
owned in any other Investment account.  One example of the need for this is
that the two investment accounts may have different currencies, even if that is
not a common occurrence.
As you point out, there are some problems with this specific implementation -
there is a danger of creating a new SECURITY when adding an EQUITY to an
Investment account.  Bug 443566 is specifically about making this easier, and
less prone to error.  The current way also duplicates some information about
the stock, which can lead to confusion.
The development team is about to start reviewing all open bugs about
Investments, and hopefully some of them will be addressed in the coming months.
 As developer resources are scarce, there is no timetable for this.  The
process of adding a Security to an Investment Account will certainly be
considered, as will whether a separate Equity Account per Investment Account is
really necessary.  I think it's fair to say that the goals are increased
functionality with decreased chances for errors and confusion, but anything
which requires major changes to the underlying data structures may end up
further deferred.

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