[Kmymoney] problem with investment reports

Allan agander93 at gmail.com
Sat May 19 17:36:06 UTC 2012


On 19/05/12 18:08, Stefan Seide wrote:
> Hello,
>
> looking at a the default report for investments (no date limits), one fund
> seems a little bit odd at its performance (picture attached): -1271.5%
>
> I bought/sold lots of these over the years. The first years this fund was
> stored into investment account A. At the end of 2006 i transfered them into a
> new investment account B (another bank).
>
> Within KMyMoney i could not find a  way to transfer stocks directly between
> different accounts, therefor i removed all stock from account A and (at the
> same day) added the same amount of stocks to the new account B. Maybe thats
> the root of this problem?
>
> Or should i transfer stocks in a diffent way between account to get a working
> report?
>
> Thanks in advance
> Stefan

I think with a remove and add, there would be no price involved and that 
could impact the reported performance.

It might be worth  trying a sell/buy at the same price.

Allan



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