[Kmymoney] Investment report

[Andy Chung]

looks like you have an "asset account" (level 1) and an "investment
account" (level 2) on top of your small caps/long term/short term (level 3).
if you book your small caps/long term/short term as top level accounts
(without any parent), you could tweak the small caps/long term/short term
by grouping them under the same institution named "investments".  in
institution page you could see the total of your small caps/long term/short
term, acting as your level 2
your asset total is shown in kmymoney homepage, acting as your level 1.

not exactly ... but close ... hopefully


2015-10-08 18:41 GMT+08:00 Andy Chung <andy.chung at alumni.cuhk.net>:

> 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
>



-- 

cheers,

Andy
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mail.kde.org/pipermail/kmymoney/attachments/20151008/38eb3b92/attachment.html>