Bug 407243

Summary: Ability to report on account "class" to enable portfolio analysis
Product: [Applications] kmymoney Reporter: tonywburke
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REPORTED ---    
Severity: wishlist CC: tonywburke
Priority: NOR    
Version: unspecified   
Target Milestone: ---   
Platform: Other   
OS: Linux   
Latest Commit: Version Fixed In:

Description tonywburke 2019-05-05 17:46:37 UTC 
I track a number of accounts within KMyMoney and wish to produce an overall net worth report showing how the monies are invested
e.g a pie chart showing region:- USA:Asia:Europe
e.g. a pie chart showing risk:- high:medium:low
e.g. a pie chart showing asset class :- Equity:Cash:Property

Each account would need to be categorised in 3 ways... e.g. USA:Low:Cash

Currently, I am maintaining a parallel Net Worth within a spreadsheet; producing the required reports as needed. This creates more work and there is always the risk of a discrepancy between the two systems.