[Kmymoney] Entering Retirement plans in KMM

[aga]

On Wed, 27 Mar 2013 22:37:58 -0400
Louis-Philippe Allard <lp.allard.1 at gmail.com> wrote:

> Hi,
> 
>    I need some help to better understand how to enter my retirement
> plans into KMM for tracking and forecasting..
> 
>    I have a hard time understanding how to enter the different
> portfolios which each contain multiple shares from different
> investments.  For example, lets say that a certain retirement plan
> would have these investments:
> 
>    * Balanced Investments (30%)
>    * DiversifiedInvestments(25%)
>    * Balanced Index Portfolio (10%)
>    * US Equity Index (35%)
> 
>    Each of these investments has a number of holdings (shares), and an
> initial purchase price/stock.  Every other week, I contribute to my
> plan through employer's paycheck deductions.  My additional bi-weekly
> contributions are added on top of my current holdings with the same
> proportions as the initial plan purchase.  So lets say I had the
> investments as indicated above, and that my additional bi-weekly
> contributions were $100, then each investment would grow by:
>     
> 
>    * Balanced Investments ($100 x 30% = $30 @ $3/share = +10 shares)
>    * DiversifiedInvestments($100 x 25% = $25@ $10/share = +2.5 shares)
>    * ...
> 
> Of course each investment changes (gain or lose value) according to
> the market.
> 
>    I'd like KMM to model this retirement plan accurately.  As you can
> see, its fairly straightforward but I am not sure KMM is ready for
> automatically tracking such scenario..
> 
>    Right now I only have a scheduled transaction which transfer an
> amount of money ($100) from my paycheck to the brokerage account, but
> that's it.
> 
>    Can KMM model this scenario?  Has anyone already done that?
> 
>    Thanks!
>    Louis-Philippe Allard

This is not something I have experience of, but can you say what
statements, if any, you get from your broker, and what formats are
available?

Allan