Hi,

I am moving from Microsoft Money, and was wondering if Skrooge tracked stocks & shares. I can not see this mentioned in the documentation would be surprised it it did not.

If it does, could anybody point me to the apprioriate documentation?

Many thanks

Peter Jones

Skrooge can handle shares & stocks, they are known under the generic name of "units". There is some online documentation available, but I must confess we are a bit light on that chapter.

If you have any specific question, please ask, we might be able to fill the gaps from the doc

Hi,

Very many thanks for this. It is great to hear back from the actual developers!

Could I just ask if it can go online for price updates?

Many thanks

Peter Jones
Crawley
UK

Of course, you can Skrooge can download values from an online service (currently supported : yahoo finance, google finance, stooq). In the units page, just create a unit with corresponding attributes, and click on the "download" button in the bottom right. For example, this is how it would look like for EADS (Paris quotation):

Hello.
I have some questions about Skrooge and stocks/shares, too

Assumption:
Currency: €
2 accounts:

"cash account" which holds the money to pay the stocks is and
"portfolio" which holds the bought stocks

So, how to buy a stock in Skrooge?
Example 01.05.2011 buying 100 ACME stocks for 50€ each. That's 5000€ total plus 60€ fee and 0€ taxes.
I've used this form

and entered these data:

Account: [portfolio]
Date; [01.05.2011]
Amount: [ +100] [ACME]

Payee:[NASDAQ]
Mode: [Buy] [012567]
Comment: [Buy 100x ACME a 50€]

Account for payment: [cash account]
Amout of shares: [ 5000] €
+ Commission: [ 60] €
+ Tax: [ 0] €

Q1.1) Is this done right?
Q1.2) Were can I enter a category, like "portfolio > shares > ACME"?

When entered the data in the form Skrooge creates two grouped operations. One for the stock on portfolio and one split operation (cash account) for the total stock price and commision (fee). But the amount of cash differs.
Q2.1) Why is the total stock price calculated on the last known quote and not on the entered price in the portfolio? (For me) it's a little bit confusing when the line in view "operation" reads: "Buy 100x ACME a 50€ (comment) 7000€ (amount)"
because today ACME's stock quote is 70€. There is also money "in transition". Q2.2) So how to point and check the operation?

When I try to enter a category or try change the date in the created portfolio operation Skrooge tells me "the operation's unit is not compatible with the target account" and asks for a amount in €,
Q3.1) So better not touch the created portfolio operation?
If I do so and enter here a amount (€) then the total stock price seems to be fixed but the unit in the portfolio operation is changed from +100 ACME to +1500 €. The only remaining trace about the used stock is in the comment or category. Q3.2) What is the right way to do it?

Q4.1) Is it possible to keep track of profit and loss?
Example:
Still have 100 ACME bought for 50€ each = Lot 1.
01.08.2011 buying another 200x ACME stocks for 40€ each. That's 8000€ total plus 60€ fee = Lot 2
01.03.2012 selling 150x ACME stocks for 60€ each. That's 9000€ total plus 60€ fee and 600€ taxes

Profit calculation: sold 100 ACME of Lot 1 and 50 ACME of Lot 2
= 100 * (60€- 50€) + 50 * (60€ - 40€) - 2 * 60€ (fee) - 600€ (taxes) = 1280€ profit