This forum has been archived. All content is frozen. Please use KDE Discuss instead.

Supported model for stock accounts?

Tags: None
(comma "," separated)
chill
Registered Member
Posts
16
Karma
0

Supported model for stock accounts?

Mon Feb 27, 2017 2:47 am
Hi,

Wanted to check what the supported / preferred model is for stock accounts, specifically a brokerage account that can have multiple securities.

e.g. Say I have an account, and I use it to buy 50 shares of GE, 25 of IBM and 10 of MSFT.

Should I have 3 accounts in Skrooge, with each account defined as the stock for unit?

Or should I have 1 account in USD and put all 3 purchases into it?

To further complicate, there are fees and commissions in cash that I would also like to record if possible.

Thanks,
Chris
User avatar
smankowski
Moderator
Posts
1047
Karma
7
OS
You can do what you want. My recommendation is to create an account by bank managing your shares.
If you have 2 banks:
- One managing the GE and IBM shares
- One managing the MSFT
then you should create 2 accounts.

If the same bank manages all your shares, then create only one account.

Fees and commissions are managed.


Skrooge, a personal finances manager powered by KDE
Image - PayPal


Bookmarks



Who is online

Registered users: Bing [Bot], daret, Google [Bot], Sogou [Bot]