Investment Handling in Master Branch
Jack
ostroffjh at aya.yale.edu
Thu Feb 6 15:59:32 GMT 2025
On 2/6/25 10:43 AM, Thomas Baumgart via KMyMoney-devel wrote:
> 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'?
Yes. I was having a "senior moment" and just couldn't remember the
term. 🙂
>> 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
>
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