[kmymoney] [Bug 498847] New: Confusing terms Equity, Investment, Security etc

[JAH]

https://bugs.kde.org/show_bug.cgi?id=498847

            Bug ID: 498847
           Summary: Confusing terms Equity, Investment, Security etc
    Classification: Applications
           Product: kmymoney
           Version: unspecified
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: vanquestor at gmail.com
  Target Milestone: ---

After several years of using this great package I still struggle with the
ambiguous use, in documentation and on screen, of the terms Securities, 
Equities etc (which are generally held to have the interchangeable meanings in
common parlance) but are used specifically in kmymoney to differentiate between
a specific offering (such as  Microsoft  Ordinary Shares) and a user's Holding
of that offering within a specific account. Indeed the Investment view tabs
"Securities" & "Equities"  had me confused for a long time but perhaps that's
just me.

Might it be clearer to consistently use:
1) "Securities" when referring to a specific offering i.e VISA Ord Shares,
TREASURY 3 1/2% Gilt 22/01/2045, BondAny etc

2) "Holding" when referring the user's holding of that specific investment -
for example "100 VISA Ord shares" 

3) "Investment Account" (with their related "Brokerage" Accounts) to mean the
financial accounts to which holdings are allocated i.e "Broker1 ISA Account",
"Broker1Taxed Account", "Bank1 ISA" ...

A user may then have several "Investment" Accounts each with assorted
"Holdings" some of which maybe of the same "Security". 

This would also leave the ambiguous terms Security, Equities, Shares etc to be
used interchangeably as all referring to a specific investment offering, as in
common parlance.

The Investment View would then seem clearer to me if the "Equities" tab was
renamed "Holdings" (or some such) and the label "Select Account" detailed as
"Select Investment Account". It would then be logical to select an Investment
Account from the drop down box to filter just the "Holdings" within that
account (as the tab name would imply).

No doubt others can think of better terms to use than above but I do think that
some consistency of use would help make make usage simpler and clearer.

Thanks for a great product.

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