[Kmymoney] Investment report

[Andy Chung]

yet looking further ...
keeping your account structure,
use networth today report
in row/column detail tag - top level
in chart tag select pie
in account tag select only small caps/long term/short term accounts

does it work?


2015-10-08 22:23 GMT+08:00 Andy Chung <andy.chung at alumni.cuhk.net>:

> 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
>



-- 

cheers,

Andy
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