Investment performance report should be calculated using the purchase date for every single investment (start: purchase date of investment - end: today). Reproducible: Always Actual Results: Actual investment performance use a user defined data range common for all investments and this leads to wrong annualized return calculation.
But what if you want to compare stocks purchased on different dates? What if you want to see how stocks performed over say the last year or the last three years? Your way, you might get an accurate figure which does not give you what you need.
(In reply to comment #1) > But what if you want to compare stocks purchased on different dates? > > What if you want to see how stocks performed over say the last year or the > last three years? > > Your way, you might get an accurate figure which does not give you what you > need. I see your point. Well, the solution would be to create a new report, say "investment performance by investment", that doesn't have a start date common for every investment, but uses the first purchasing date of every single investment. This is actually not possible to do in a single report for all investments. The existing "investment performance by account" and "investment performance by type" should also being renamed using the suffix "this year".
On 17/11/13 09:00, Mattia wrote: > https://bugs.kde.org/show_bug.cgi?id=327691 > > --- Comment #2 from Mattia <mattia.verga@tiscali.it> --- > (In reply to comment #1) >> But what if you want to compare stocks purchased on different dates? >> >> What if you want to see how stocks performed over say the last year or the >> last three years? >> >> Your way, you might get an accurate figure which does not give you what you >> need. > > I see your point. Well, the solution would be to create a new report, say > "investment performance by investment", that doesn't have a start date common > for every investment, but uses the first purchasing date of every single > investment. This is actually not possible to do in a single report for all > investments. > > The existing "investment performance by account" and "investment performance by > type" should also being renamed using the suffix "this year". > The best thing, then, is to change the bug to a wishlist item. At the foot of the bug report, change the severity to Wishlist.
Git commit b3fd5b0f41ab82b459e7382710ddac9aa2796ae8 by Łukasz Wojniłowicz. Committed on 14/05/2017 at 04:38. Pushed by wojnilowicz into branch 'master'. Add option for choosing input for investment calculations Performance and Capital Gains reports get option for choosing: Sold, Owned or both investment sums to do calculations. This allows to measure precisely and separately performance of current and sold investments. FIXED-IN:5.0 Differential Revision: https://phabricator.kde.org/D5678 M +32 -0 kmymoney/dialogs/kreportconfigurationfilterdlg.cpp M +1 -0 kmymoney/dialogs/kreportconfigurationfilterdlg.h M +24 -6 kmymoney/mymoney/mymoneyreport.cpp M +11 -0 kmymoney/mymoney/mymoneyreport.h M +13 -10 kmymoney/reports/listtable.cpp M +368 -270 kmymoney/reports/querytable.cpp M +4 -1 kmymoney/reports/querytable.h M +1 -1 kmymoney/widgets/CMakeLists.txt M +50 -26 kmymoney/widgets/reporttabcapitalgain.ui M +28 -0 kmymoney/widgets/reporttabimpl.cpp M +12 -0 kmymoney/widgets/reporttabimpl.h C +11 -38 kmymoney/widgets/reporttabperformance.ui [from: kmymoney/widgets/reporttabcapitalgain.ui - 057% similarity] https://commits.kde.org/kmymoney/b3fd5b0f41ab82b459e7382710ddac9aa2796ae8