[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
>
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>
>
--
cheers,
Andy
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