GNOME Bugzilla – Bug 312049
I'd like to specify the beginning of an advanced portfolio report
Last modified: 2018-06-29 20:53:06 UTC
Right now in the advanced portfolio report's options I can specify one date, which is end date of the report period. The report contains the shares I have on that date, from the very first moment I bought them. What I would like to have is this: let me specify another date, which should be the beginning of a period, so I can specify for example that I would like to see how my investment performs since I have last bought those things. I had the same shares before for a time, and that period's performance is not interesting for me right now, but it gets added to the current calculation. Thanks, Gabor
Hi, I'd also like to see that feature. That would be a great extension. Thanks, Florian
*** Bug 505415 has been marked as a duplicate of this bug. ***
I think this is a good idea and it would help solve issues like bug #394548 as well. I added some comments over there. Also, as a temporary work-around, you can put the new versions of shares in a different account and then exclude the old account from the report.
I think it would also be useful to include a setting for end date so that you can compare specific blocks of time throughout the history of the account. So you could report: on the entire account, from the beginning of the account to some date, from some date to the end of the account, or from some date to some later date If someone is implementing a start date, maybe this type of flexibility wouldn't be too hard to do at the same time.
Thank you for taking the time to explain your enhancement request. The described enhancement is a good proposal and would be an advantage for the software. However, as a volunteer-driven project with limited resources, the GnuCash developers have to set priorities on which features are most likely being worked on in the near future. In that sense, the current GnuCash developers decided not to work on your proposed feature in the next 4-6 months. In case you would like to have this feature implemented in any case, you have the following option: 1. Start to program in gnucash yourself - see http://wiki.gnucash.org/wiki/Development . 2. Convince someone who is not yet part of the GnuCash team to join the team and implement your feature. 3. Pay some of the GnuCash developers to implement your feature - ask on the mailing list gnucash-devel@gnucash.org in that case. Thank you very much. Feel free to file other bugs or enhancement requests that you find, though.
GnuCash bug tracking has moved to a new Bugzilla host. This bug has been copied to https://bugs.gnucash.org/show_bug.cgi?id=312049. Please update any external references or bookmarks.