[Kmymoney] RES: Investment report

[Email Terra Rhaufed]

By the way,

 

Can you help me with the question on attached email?

 

De: andy.chung.0 at gmail.com [mailto:andy.chung.0 at gmail.com] Em nome de Andy Chung
Enviada em: quinta-feira, 8 de outubro de 2015 18:33
Para: KMyMoney Users' mailing list <kmymoney at kde.org>; Rhaufed Santos <rhaufed at terra.com.br>
Assunto: Re: [Kmymoney] Investment report

 

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 <mailto: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 <mailto: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 <mailto: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





 

-- 

 

cheers,

Andy





 

-- 

 

cheers,

Andy

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