Hey Richard and Guillermo, Thanks for your suggestions. I will try exporting the data and using another tool.
Sincerely, Matthew On Sun, Mar 26, 2023, 04:20 Guille Lopez <willel...@gmail.com> wrote: > 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.? > >> _______________________________________________ > >> gnucash-user mailing list > >> gnucash-user@gnucash.org > >> To update your subscription preferences or to unsubscribe: > >> https://lists.gnucash.org/mailman/listinfo/gnucash-user > >> ----- > >> Please remember to CC this list on all your replies. > >> You can do this by using Reply-To-List or Reply-All. > >> > > > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.