[Kmymoney] Investment report

Andy Chung andy.chung at alumni.cuhk.net
Thu Oct 8 10:41:21 UTC 2015


assets/investments are attributes of accounts
small cap/long term/short term are accounts.  u may take it as top level.
A/B/C/X/Y/a are investment stocks.

example account hierarchy
http://i.imgur.com/kVu7Qgy.png

this should be what you are looking for.
http://i.imgur.com/U4QPWkn.png


2015-10-08 17:07 GMT+08:00 Email Terra Rhaufed <rhaufed at terra.com.br>:

> Hi all,
>
>
>
> I want to create a report for my investments so I can have a kind of a
> Portfolio View of what I have, segregated into different portfolios.
>
> My account structure is like:
>
>
>
> Assets
>
>     Investments
>
>         Small caps
>
>             A
>
>             B
>
>             C
>
>         Long term
>
>              X
>
>              Y
>
>          Short term
>
>              a
>
> You can see I have a 4 levels structure, and the stocks are at level 4,
> (in this example they are A,B...). If I generate a pie chart with Details
>  field left empty I get results at level 4, and If I change Details to Top
> as you, then I get results at level 1.
>
>  Butm , my desire is to have results at level 3. Anyone can help me to get
> this sorted out?
>
>  Hope you get what I mean
>
>
>
> Thanks.
>
>
>
> Rhaufed
>
> _______________________________________________
> KMyMoney mailing list
> KMyMoney at kde.org
> https://mail.kde.org/mailman/listinfo/kmymoney
>
>


-- 

cheers,

Andy
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mail.kde.org/pipermail/kmymoney/attachments/20151008/aa4da12e/attachment-0001.html>


More information about the KMyMoney mailing list