Hi Scott,
I'd certainly also like to see what you suggest implemented.
Regards,
Chris Good
- --
Message: 6
Date: Tue, 28 Jan 2014 00:06:00 -0500
From: Scott Armitage account+gnuc...@scott.armitage.name
To: gnucash-devel@gnucash.org
Subject: Improving the Advanced Portfolio report
Message-ID:
CAA8Hn0dFm6b+qz+KeVzTd87P6Y-coe=5m3sy0jg0+rxp9vm...@mail.gmail.com
Content-Type: text/plain; charset=UTF-8
Hi everyone, I tried to submit this suggestion last week but it appears to
have been eaten somewhere along the line. I would like to improve the
Advanced Portfolio report. At this time it is lacking some key
functionality (or I have failed to discover how to use it) that would make
it a complete solution for all of my financial management needs. My
understanding is that Mike Alexander has been working on this report
recently, so perhaps he can provide some feedback as to the feasibility of
this.
The report lets you select a report date and selection criteria for which
price to use for stocks and funds. With this, I have been able to
successfully create a report that, for a given date, will calculate my cost
basis, realized and unrealized gains, income, and total rate of return for
all time up to the report date. This has worked great and I have been able
to reconcile it with my by-hand calculations, with my brokerage's records,
and with Google Finance. Sweet!
The report does not, however, let you select a report from date. This has
been fine for me so far as I only started investing in early 2013. Now that
2014 has rolled around, I have come across two new use-cases for this type
of report that I *require* in order for GnuCash to be my one-stop-shop.
These use-cases are:
1. Year-to-date -- all of the same report information but with gains,
income, and total return computed from the beginning of the current year to
today.
2. Income tax -- all of the same report information but computed from 01
January of a given year to 31 December of the same year.
The report date is arbitrary (provided you have price information for the
report date for all of your holdings). If a report from date were added,
you could run case 1 as FROM beginning of current year TO today, and you
could run case 2 as FROM 01 January TO 31 December . With a
generic report-from date, you could also run arbitrary portfolio reports
for any period, for example Q3 of 2013, or last 6 months, or previous
quarter, or indeed whatever the user's heart desires.
I am looking for someone to assist with modifying the Advanced Portfolio
report to support this functionality; I believe it is incredibly useful for
DIY and passive investors such as myself, many of whom would be the type of
people to use GnuCash in the first place =) I can provide report
definitions, test cases, and perform functional testing of the report, but
I am looking for someone who can dig into the guts to do the coding. I
unfortunately don't have the time at the moment to dedicate to learning a
couple new languages to accomplish this myself.
I see a few key changes to the report that would be required:
- Modify the single Date report option to two options, Start Date
and End Date
- To maintain backward compatibility, the Start Date should include
an option for All or something similar, giving the functionality of the
current report
- Modify the Basis column to represent Opening value, i.e. the
valuation of the holding on the report start date (and probably rename the
Value column to Closing value, i.e. the same on the report end date)
- Filter money in, money out, income, and brokerage fees (i.e.
transactions on the holdings) to include only those that are within the
report period
If anyone else is interested in this, please let me know!
--
Message: 7
Date: Tue, 28 Jan 2014 16:59:09 +0100
From: Geert Janssens janssens-ge...@telenet.be
To: gnucash-devel@gnucash.org
Subject: Re: Building on Windows from scratch - guile problem SOLVED
Message-ID: 2803666.6x5zr8v...@legolas.kobaltwit.lan
Content-Type: text/plain; charset=us-ascii
On Thursday 16 January 2014 14:26:41 Geert Janssens wrote:
Gary,
While looking at your changes I noticed you changed two lines in
the vbs script.
One is that you added my repository/branch in a comment.
That's ok and makes it easier for others to start.
The second is to install msys-patch. Is there a reason you do this
in the vbs script and not in install-impl.sh ?
Geert
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Gary,
A late update on this.
I have tried to apply your patches to my branch. The first two were already
integrated. Of the
other 5 only two could be applied cleanly. I have added one more manually,
but two are
currently not
