[Kmymoney] Doubt

[Andy Chung]

Think I have done similar

   1. Book your respective investment into different investment accounts
   e.g. local stock, foreign stock, reits, etc.  Under each account there
   could be many stocks.   (you have already done that)
   2. Use Report - 5. investment - investment holding pie.
   3. configure report.  In row/column tag, select top level only in
   detail.  In date tag, it is defaulted as today and should be fine.

hope it helps.

2015-10-07 16:38 GMT+08:00 Rhaufed Santos <rhaufed at icloud.com>:

> Hi,
>
> I'm new to KMyMoney and I'm moving from another software and I have to
> tell you that, after 10+ years testing different personal finance
> softwares, this is the best thing I've found ever.
> I've configured my accounts and investment accounts and my question is
> really easy, but I could not find the answer:
> Is it possible to group investments in a Portfolio and then see the
> portfolio allocations?
> I mean, suppose I have stocks a,b and c in a portfolio I call 1
> Then d,e,f in portfolio 2
> And so on
>
> What I did was to name the investment accounts for something I want and
> then create the investments under those specific accounts, but I could not
> find any report to summarize only the investment accounts allocation
> amounts. I thought I could use tags for each stock I have under these
> accounts, and then filter reports based on this, but it did not work.
>
> In other words, is it possible to generate a portfolio allocation report?
>
>
> Thank you
> Sent from my iPad
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>



-- 

cheers,

Andy
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