tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/270-investment-portfolio-changeInfinite Kind: Discussion 2011-04-07T08:33:35Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/8465542010-01-13T00:57:45Z2010-01-13T00:57:45ZInvestment Portfolio % change<div><p>What is the possibility and timeline of showing the % change for
an investment account that includes all stocks related to that
account?</p>
<p>Currently, if I buy a stock and it goes up 75% and I sell the
stock, my account does not show a % change. Why not? The account
obviously is up 75% even though I do not own the stock that allowed
it to increase. I think initially, just having a running
calculation of the % change for the investment account would be
great, but would also like to be able to run a report on a custom
time period, say 1 day, 1 month, 1 year or from beginning of
time.</p></div>kevin.garbertag:infinitekind.tenderapp.com,2009-01-14:Comment/8465542010-01-13T01:08:12Z2010-01-13T01:08:12ZInvestment Portfolio % change<div><p>Update. I had a ticket open on the Trac site and saw a post that
there is a report coming in build 736 that may help address some of
these concerns.<br></p>
<p>If anyone is interested in the ticket, it is here - <a href=
"http://moneydance.com/trac/ticket/2365">http://moneydance.com/trac/ticket/2365</a><br></p></div>kevin.garbertag:infinitekind.tenderapp.com,2009-01-14:Comment/8465542010-01-15T01:26:14Z2010-01-15T01:26:14ZInvestment Portfolio % change<div><p>There have been many requests for the addition of ROI type
reports, graphs, and indicators. I hope the ROI report turns out
well.</p>
<p>I would also like to see improved indication of asset, and
liability, allocation and performance and feel the homepage would
be a good place to put it as it is already a decent summary that
should be made as good as can be dreamed of.</p>
<p>For instance, I have suggested a percent of parent column be
added to all child accounts displayed on the homepage with account
types (as upper-most parents) showing percent of net worth, and,
hi, lo and average (over a selected period) price columns for the
Stock Prices list.</p></div>avp2tag:infinitekind.tenderapp.com,2009-01-14:Comment/8465542010-05-01T17:53:38Z2010-05-01T17:53:38ZInvestment Portfolio % change<div><p>I believe the Investment Performance Report fills most of these
needs, but please feel free to post a feature request on our
<a href="http://moneydance.com/trac">feature request and bug
reporting system</a> is integrated with our wiki. We invite our
users to register and use these systems to help improve Moneydance
by bringing bugs to our attention and requesting new features.
Users can also vote on tickets, which helps us determine how
wide-spread bugs are and which requests have the most demand.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Angie Rauscher<br>
Moneydance Support</p></div>Angie Rauscher