If there is a single value for the whole thing I'd be inclined to treat
it as a mutual fund rather than recording a myriad of individual
stocks. Doe that make sense in terms of what reporting you get after
each bunch of purchases?
Wm
On 2026-05-03 22:36, Louise wrote:
I have a managed investment account where I deposit funds monthly, and
someone, or AI, decides what stocks to buy.
So far, in GnuCash, I have just been transferring my deposits to the
appropriate account. When the dividends are paid out I have simple
been allocating the amounts to a plain account per stock.
Should I be treating these "purchases" as stocks, or is this not
necessary?
Thanks,
Louise.
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