Bug 339516

Summary: add checkbox to show active investments only (investment performance report settings)
Product: [Applications] kmymoney Reporter: Stefan Seide <bugs-kde>
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: RESOLVED FIXED    
Severity: wishlist CC: lukasz.wojnilowicz
Priority: NOR    
Version: 4.6.6   
Target Milestone: ---   
Platform: Debian testing   
OS: Linux   
Latest Commit: Version Fixed In: 5.0

Description Stefan Seide 2014-09-29 18:29:55 UTC
As an user i want to have the ability to exlude all investments not used 
within the reporting period with a simple checkbox (similiar to price 
reports). 
Activating the filtering for investments i must remember to add every 
new investment to the filter whenever i buy a new (previously not owned) 
investment. This is laborious and error prone.
The list of "active" investments (investments i own for at least one day 
within the reporting period) should be calculated automatically.

Reproducible: Always

Steps to Reproduce:
now it is 2014, lets say i have 2 investments A and B:
* A - bought 2013, nothing sold so far
* B - bought 2013, everything sold in 2013

Now i generate two investment performance reports:
* report 1: overall performance since the opening of the account
* report 2: performance of the current year (2014)


Actual Results:  
Report 1 works ok, both investments are shown with their values
Report 2 shows both investments, while investment B has 0 at every value 



Expected Results:  
Report 2 should only show investment A, as B was never owned/bought/sold within the current year (the time period report 2 covers)

closing investment B is not an alternative as it removes B from the report 1 too.