Thanks for your feedback, rsbrux! As I didn't find anything fitting to what I am looking for, I think about creating something myself. In case I have something, I'd happily report back and would ask for feedback.
Best, Thomas On Fri, 10 Dec 2021 at 15:16, rsbrux via gnucash-user <gnucash-user@gnucash.org> wrote: > > Dear Thomas, > Thanks for pointing out Portfolio Performance; I have been looking for a way > to extract such reporting from GC, but perhaps I would be better off using an > external tool like PP. > If you succeed in finding or creating such a bridge between GC and PP, please > post back here, as I am sure others (including myself) would be interested. > > Date: Fri, 10 Dec 2021 08:03:56 -0500 > From: D <sunfis...@yahoo.com> > To: Thomas <tduellmann+gnucashu...@gmail.com> > Cc: Christopher Lam <christopher....@gmail.com>, "D. via gnucash-user" > <gnucash-user@gnucash.org> > Subject: Re: [GNC] Stock data export to Portfolio Performance > Message-ID: <277c927d-12ba-4270-a874-35bf5666c...@yahoo.com> > Content-Type: text/plain; charset=UTF-8 > > The answer really is embedded in what format Portfolio Performance needs for > its input. I didn't see anything leap out at me in their website about that > in my brief scan. Most likely, you'd use a gnucash report to output data to a > spreadsheet and import to PP from there. > > On Dec 10, 2021, 06:15, at 06:15, Thomas <tduellmann+gnucashu...@gmail.com> > wrote: > >Hi Christopher, > >thanks for your reply! > >With "Portfolio Performance", I was referring to specific (external) > >tool with that name. I forgot to mention that explicitly. > >My hope was that I could record all the data and changes in GnuCash and > >just regularly export the required information about my current stock > >portfolio to have additional tooling and visualizations in "Portfolio > >Performance". > > > >The website of "Portfolio Performance": > >https://www.portfolio-performance.info/en/ > > > >Best, > >Thomas > > > >On Fri, 10 Dec 2021 at 12:09, Christopher Lam > ><christopher....@gmail.com> wrote: > >> > >> Imnsho, portfolio "performance" is a popular term, and I'm not sure > >it has an official definition. > >> > >> There's an IFRS report in the experimental menu to analyse a single > >stock activity. It aims to calculate a mathematical average cost price > >of the stock. You can then compare it with the stock latest price to > >generate a performance metric. > >> > >> (Not an accountant). > >> > >> On Fri, 10 Dec 2021, 6:53 pm Thomas, > ><tduellmann+gnucashu...@gmail.com> wrote: > >>> > >>> Hello everybody, > >>> > >>> in order to have a detailed and interactive overview of all my stock > >>> portfolio, I would like to export the data I have in gnucash (e.g., > >>> when I bought how many stocks at what price) and import it into > >>> Portfolio Performance. It is a rather stock-focused tool, which is > >why > >>> I want to stick with gnucash, but would love to have some of the > >>> visualization and calculation tools of Portfolio Performance. > >>> > >>> Does anybody do this in any way already or could give a hint how > >that > >>> could be doable? > >>> If there are other (more compatible) tools of the type of Portfolio > >>> Performance that are freely available, I'd also be interested in > >>> hearing about how you do it with these tools. > >>> > >>> Thanks a lot in advance! > >>> > >>> Best, > >>> Thomas > >>> _______________________________________________ > >>> gnucash-user mailing list > >>> gnucash-user@gnucash.org > >>> To update your subscription preferences or to unsubscribe: > >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user > >>> If you are using Nabble or Gmane, please see > >https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > >>> ----- > >>> 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 > >If you are using Nabble or Gmane, please see > >https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > >----- > >Please remember to CC this list on all your replies. > >You can do this by using Reply-To-List or Reply-All. > > > ------------------------------ > > Subject: Digest Footer > > _______________________________________________ > > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > > > ------------------------------ > > End of gnucash-user Digest, Vol 225, Issue 19 > ********************************************* > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. 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