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I am moving from Quicken to KMyMoney. So far, I have not found a direct method of handling stock lots, cost basis, or unrealized grain/loss.
I also left this as a suggestion in hte "brainstorm" subforum. Tracking each purchase of a stock by "lots" is very valuable for determining profit/loss and whether the investment was long term or short term. The "cost basis" of a stock is the purchase price plus any commissions or other charges. So if you buy a stock for $100 and pay $5, the cost basis is $105. If the stock is currently trading at $110 you have an unrealized gain of $5. It would be nice if KMyMoney could display unrealized gain/loss stock data. Is there a way to track this in KMyMoney? How have you done it? Alternative approaches exist. 1. Store KMyMoney data in MySQL and use LibreOffice Base to access it. 2. Develop a "stand-alone" application with LibreOffice Base to access it. 3. Is there an ability in LibreOffice to "read" KMyMoney data? |
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