[kmymoney] [Bug 463974] Report "Investment Performance by Account" Annualized return & Return On Investment Calculation do not account for Dividend Re-investment

Ralf Habacker bugzilla_noreply at kde.org
Sat Jan 4 06:41:59 GMT 2025


https://bugs.kde.org/show_bug.cgi?id=463974

--- Comment #3 from Ralf Habacker <ralf.habacker at freenet.de> ---
Git commit a0d0566c668fa2a4569477a5e43b7feef5ee6bc9 by Ralf Habacker.
Committed on 04/01/2025 at 06:40.
Pushed by habacker into branch 'master'.

Add column "Annualized return" to investment performance reports

M  +3    -0    kmymoney/plugins/views/reports/core/listtable.cpp
M  +1    -0    kmymoney/plugins/views/reports/core/listtable.h
M  +81   -15   kmymoney/plugins/views/reports/core/querytable.cpp
M  +15   -0    kmymoney/plugins/views/reports/core/querytable.h
M  +4    -4   
kmymoney/plugins/views/reports/core/tests/data/test-investment-report-querytable-Investment-Performance-by-Account-_Customized---from-period---one-year--start-later_.csv
M  +4    -4   
kmymoney/plugins/views/reports/core/tests/data/test-investment-report-querytable-Investment-Performance-by-Account-_Customized---from-period---one-year_.csv
M  +4    -4   
kmymoney/plugins/views/reports/core/tests/data/test-investment-report-querytable-Investment-Performance-by-Account-_Customized---from-period---three-year_.csv
C  +4    -4   
kmymoney/plugins/views/reports/core/tests/data/test-investment-report-querytable-Investment-Performance-by-Account-_Customized---from-period---two-years_.csv
[from:
kmymoney/plugins/views/reports/core/tests/data/test-investment-report-querytable-Investment-Performance-by-Account-_Customized---from-period---one-year_.csv
- 063% similarity]
M  +6    -3   
kmymoney/plugins/views/reports/core/tests/data/test-investment.xml
M  +44   -0    kmymoney/plugins/views/reports/core/tests/querytable-test.cpp
M  +1    -0    kmymoney/plugins/views/reports/core/tests/querytable-test.h

https://invent.kde.org/office/kmymoney/-/commit/a0d0566c668fa2a4569477a5e43b7feef5ee6bc9

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