Hello,
For this purpose, one could also use a portfolio tracking specific tool
such as https://www.portfolio-performance.info/en/.
Using export function from GnuCash or the banks, it is not be too
cumbersome to synchronize both software, remaining GnuCash in charge of
the accounting part of the story and Portfolio Performance in charge of
the portfolio analysis.
Portfolio Performance offers the feature "Taxonomies" , which address
your particular request.
BR,
Guillermo
On 26/03/2023 03:10, R Losey wrote:
Hi.
I don't consider myself accomplished regarding GnuCash Reports, but for
what you are wanting, it sounds like a spreadsheet is the perfect way to
go. Maybe get the data into a spreadsheet, and then you can adjust it /
report it to your heart's content. If you find a good way to get a report
on just those accounts, it seems that (based on other emails here) you can
cut and paste the report data into a spreadsheet.
On Fri, Mar 24, 2023 at 9:11 PM Matthew Clay <mpc...@gmail.com> wrote:
I have used gnucash for a few years, and have all of my investments sorted
by account. To understand how my investments are distributed, it would be
very convenient for me to have a report that computes the percentage of
certain investments in the whole, e.g., the percent that is bonds. Is it
possible for me to write a report in which I sort my investments and then
compute quantities like percentages, etc.?
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