Couple of suggestions
As you can see I first sent this to Robert Merkel and he has deferred
here.
-brian
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On Sun, Aug 25, 2002 at 06:31:05PM -0700, Brian Francois wrote:
> Hi Robert,
> You may not be the right guy, but I am sure you know who is. I have a
> suggestion for improving, I think, the Investment Portfolio report.
> (Really several suggestions).
>
> I notice when I run "Investment Portfolio" under Reports->Assets &
> Liabilities that all holdings of all accounts are listed.
>
> Suggestion #1
> Don't show those holdings with zero shares. Seeing all that data
> really is just noise and makes reviewing the data that much more
> cumbersome.
>
> I have also noticed that the report runs down a list of each account.
>
> Suggestion #2
> Since the listing is by account why not list the account before/after
> each section and show the total of the account. Also it would be nice
> to see the percentage of the account each holding comprises.
>
> Suggestion #3
> Another nice way to organize this page is show the holdings as if from a
> single Portfolio. By that I mean compress all holdings of Schwab Money
> Market Fund (for example) across all portfolios into a single entry,
> same for all other holdings. In this case the report would want to
> create an account called "Combined Portfolios" or something. It would
> also be nice if a click of the mouse would expand/contract the values
> that are actually a composite, showing which protfolio/account the
> holding comes from, the amount and possibly the percentage. (i.e. In
> account A there is SWMXX = $100.00, in B there is $800.00 in C there is
> $100.00. This would show an entry of SWMX 1000 shares $1/share $1000.00
> value. Expanding it would then show
> Account A SWMXX 100 shares 10%
> Account B SWMXX 800 shares 80%
> Account C SWMXX 100 shares 10%)
>
>
> I think it would be nice to have both. I also believe the module that
> is used for suggestion #3 could be used to handle the entire report, the
> account data would simply need to be extracted and placed in a temporary
> file first.
>
I'm no longer actively involved in GnuCash development (at least until
my thesis is done :)).
Your suggestions, which at first glance make good sense, would best be
taken to the gnucash development mailing list. They don't look overly
hard to implement either - just a bit of extra coding using the existing
infrastructure.
The details on the mailing lists are at:
http://www.gnucash.org/en/lists.phtml
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Robert Merkel [EMAIL PROTECTED]
Node FLY on Melbourne Wireless : http://www.wireless.org.au
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