How to move Investments from one account to the other

[S. Seide]

Thanks - than i will sell/buy to get the performance reporting.
It would be really nice to have this transfer feature as this is not
that seldom.

Or - much better - the report should calculate return rates too for
securities added/remove at some point. We know the value of the fund at
the time it was added and the value now, therefore differences can be
calculated.

Btw - the dialog for creating a new fund:
The feature to add existing funds is not mentioned at the docs right
now. And it does not work when i enter some text other than the symbol
first (because i have the display name already in the clipboard or
similiar).

The check for existing funds should be done on clicking "next" too,
otherwise i will end up with the same security twice. Happened to me
multiple times until i realize how this feature works.

Best regards,
Stefan Seide


Am 30.07.2018 um 02:08 schrieb 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