[Kmymoney] Entering Retirement plans in KMM

[Louis-Philippe Allard]

Hi,  the only statements I get are pdf quarterly statements.
On 2013-03-28 7:15 AM, "aga" <agander93 at gmail.com> wrote:

> 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
>
>
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