[Kmymoney] Doubt

[Andy Chung]

In case u like to include savings accounts as well, use report - 2. net
worth, net worth today.  and select pie in chart tag.

2015-10-07 18:19 GMT+08:00 Andy Chung <andy.chung at alumni.cuhk.net>:

> 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
>> _______________________________________________
>> KMyMoney mailing list
>> KMyMoney at kde.org
>> https://mail.kde.org/mailman/listinfo/kmymoney
>>
>
>
>
> --
>
> cheers,
>
> Andy
>



-- 

cheers,

Andy
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