Investment Handling in Master Branch

Thomas Baumgart thb at net-bembel.de
Thu Feb 6 15:43:32 GMT 2025


On Donnerstag, 6. Februar 2025 03:51:07 CET Jack via KMyMoney-devel wrote:

> On 2/5/25 6:02 PM, kode Monk3y via KMyMoney-devel wrote:
> > Do you all know when the investment portion will be upgraded?
> >
> > thanks
> >
> > JV
> 
> Unfortunately, no.  There has really been only an initial collection of 
> issues that will need to be addressed.  There will be significantly more 
> planning done, and at that time, there will be a more open call for 
> input and ideas.  The two main items are to be able to include cash in 
> the investment account itself without requiring a separate brokerage 
> account, and handling "batches" (not the best word) of stock purchases, 
> so you can have the option of specifying which stock (older or newer 
> purchased) is being sold.

Aren't the 'batches' usually called 'lots'?

> In terms of timing, at soonest, this will not even be addressed until 
> after 5.2 is released, and the conversion/migration to Qt6/KDE6 is complete.

+1

-- 

Regards

Thomas Baumgart

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