How to move Investments from one account to the other

[Jack]

Hello Stefan,
On 2018.07.29 19:37, S. Seide wrote:
> Hello,
> 
> i have a question about the best way to move some investment fonds  
> from
> one account at bank A to another account at bank B.
> 
> Doing a "Remove Investment" and "Add investment" at the other account
> breaks the reporting for this fond for the year. The report does not
> show any values for annual return and so on on booth accounts any  
> more.
> 
> And i do not really sell/buy them too...
> 
> 
> Thanks for help,
> Stefan Seide
Unfortunately, there is not currently any way to do what you want.   
Removing and adding the shares, or selling and buying them at the  
current price, are the only two options I can think of.  By selling and  
buying, the overall gain would be correct, but there is still no way to  
show the history as a single timeline.  Transaction reports and reports  
showing the amount of return should be correct (although split across  
the two accounts,) but rate of return will obviously be incorrect.

Do note that the first time you create that fund (either buy or add  
shares) in the second account, be careful that you use the already  
existing equity instead of creating a new one.  When you first add or  
buy, when you define the equity and enter the trading symbol, KMM  
should ask if you want to reuse the existing stock.

There is a wishlist open (https://bugs.kde.org/show_bug.cgi?id=328575)  
but it will not likely be implemented until the entire investment area  
is looked at for some probable major changes.

Jack