Hello,

I'm liking KMyMoney quite a bit compared to MS money that I've used for years. I use KMM to track my stock trading.

Is there any way to run reports with capital gains for the year, all dates, custom dates etc. It would be a report showing gains or loss for each stock bought and sold.

Also, I'm looking for a report/graph showing cumulative capital gains/loss over time.

Are these possible?

Thanks!

I don't think there is a capital gains report. It would need to have an option on how capital gains are defined, because that's not unique, and can be quite complex( tax lots). Optimization of capital gains for tax purposes is even more complex. To help you do it, you can use the Investment Transactions report, configured to your own needs.

Cumulative Capital Gains history: you can only get that if there is a method (report) to compute capital gains. You can use a Net Worth Graph instead here, again customized to include only the accounts and investments you want to track. You will need to reopen closed investments if you want to track the history of an investment account.

Hi, thanks for the reply!

I'm looking for VERY simple capital gains report.

i.e.:

buy 1 share for $10 with a $1 commission = $11
sell the same 1 share for $15 with a $1 commission = $14
$14-$11 = $3 or ($15-$10)-($1+$1)= $3 gain

For capital gains over time, again VERY simple:

Monday = +$3
Tuesday = -$5
Wednesday = +$6
Thursday = -$4
Friday = +$9

Total week gain/loss = +$9 (with adjustable length of time)

Is something like this possible?

No, even a very simple capital gains report is not available in as far as I can tell. Maybe one of the developers can confirm?

The history you mention is in fact the price history of the investment, offset by the initial cost. You could export or download that history and just subtract the constant.