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Initial work on Investments chapter
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Chris Lyttle
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<chapter id="chapter7">
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<title>Chapter 7 Investments</title>
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<para>
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This chapter explains how to manage your investments with GnuCash. Most
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people have a investment plan, whether its just putting money into a CD
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account, investing through a company sponsored plan at your workplace or
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buying and selling stocks and bonds through a brokerage. GnuCash gives you
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tools to help you manage these investments such as the <emphasis>Price Editor</emphasis> which allows you to record changes in the prices of stocks you own.
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</para>
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<sect1 id="settingupacct1">
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<sect1 id="setupinvest1">
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<title>7.1 Setting Up Accounts (Discussion)</title>
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<para>
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</para>
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To setup investment accounts in GnuCash you can either use any of the
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predefined categories or setup your own. Investment accounts in GnuCash fall
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into two asset sub-categories, Current Assets and Investments. The Current
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Assets category is used for the types of accounts that are like savings
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accounts at your bank such as CD's and Money Market accounts. The Investments
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category is used for the types of accounts where you have a more direct
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ownership stake in the company you are investing in.
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</para>
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<para>
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We discussed previously how you could use a strategy of just setting up
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two accounts to track paying a credit card bill, this simple formula applies
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also here. The minimum you need to do to track investments in GnuCash is to
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setup an account for your brokerage firm or trading account and to add shares
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to it with a price per share and the transfer account that is paying for the
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investment listed in the transfer box. GnuCash will automatically calculate
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the value of the shares and show at the top of the register both the number
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of shares you own and their current value.
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</para>
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<para>
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You can also track each different type of investment individually such as
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<itemizedlist>
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<listitem>
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<para>
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Brokerage Accounts
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</para>
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</listitem>
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<listitem>
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<para>
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CD's
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</para>
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</listitem>
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<listitem>
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<para>
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Treasury Bills
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</para>
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</listitem>
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<listitem>
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<para>
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Money Market
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</para>
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</listitem>
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<listitem>
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<para>
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Mutual Funds
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</para>
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</listitem>
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<listitem>
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<para>
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Stocks
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</para>
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</listitem>
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<listitem>
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<para>
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Bonds
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</para>
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</listitem>
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<listitem>
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<para>
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Retirements accounts
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</para>
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</listitem>
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</itemizedlist>
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</para>
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</sect1>
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<sect1 id="entercharge1">
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<sect1 id="createport1">
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<title>7.2 Creating a Portfolio for Your Current Holdings (How-To)</title>
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<para>
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If you used the template account setup back in Chapter's 2 & 3, you will
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see the investment accounts in two places under the Assets category. You can
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use this as a portfolio for your investments or if you wish, create your own
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by creating a new sub-account under Assets.
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</para>
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<orderedlist>
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<listitem>
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<para>
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In order to receive online price quotes for your stocks you will need to
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setup the Perl module Finance::Quote. This is done by opening a root terminal
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session and typing in 'update-finance-quote' (without the quote marks). This
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will launch a Perl CPAN update session which goes out onto the internet in
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order to install the above module onto your system. If you feel uncomfortable
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about doing this please either email the gnucash-user mailing list
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(gnucash-user@gnucash.org) asking for help or come to the gnucash irc channel
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on irc.gnome.org. You can also leave out this step and manually update your
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stock prices.
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</para>
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</listitem>
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<listitem>
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<para>
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You should now have at least one stock account under the Assets category.
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Select the Assets category:
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insert investaccts.png
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</para>
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</listitem>
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<listitem>
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<para>
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Go to the menu and select:
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<menuchoice>
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<guimenu>Account</guimenu>
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<guimenuitem>Open Subaccounts</guimenuitem>
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</menuchoice>
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. This will show you the <emphasis role="strong">Portfolio</emphasis> view.
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</para>
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</listitem>
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</orderedlist>
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</sect1>
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<sect1 id="enterpay1">
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<sect1 id="buyinvest1">
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<title>7.3 Buying New Investments (How-To)</title>
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<para>
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</para>
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</sect1>
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<sect1 id="statement1">
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<sect1 id="sellinvest1">
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<title>7.4 Selling Investments (How-To)</title>
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<para>
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</para>
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</sect1>
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<sect1 id="adjustbal1">
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<sect1 id="divint1">
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<title>7.5 Recording Dividends and Interest (How-To)</title>
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<para>
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</para>
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</sect1>
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<sect1 id="creditcard1">
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<sect1 id="splitmerge1">
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<title>7.6 Recording Stock Splits and Mergers (How-To)</title>
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<para>
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</para>
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</sect1>
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<sect1 id="creditcard1">
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<sect1 id="employeeplan1">
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<title>7.7 Recording Employee Stock Plans (Discussion)</title>
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<para>
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</para>
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<sect2 id="purchase2">
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<sect2 id="purcstock2">
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<title>7.7.1 Stock Purchase Plans (How-To)</title>
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<para>
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</para>
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</sect2>
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<sect2 id="purchase2">
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<sect2 id="soptions2">
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<title>7.7.2 Stock Options (How-To)</title>
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<para>
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</para>
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</sect2>
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</sect1>
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<sect1 id="creditcard1">
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<sect1 id="manageport1">
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<title>7.8 Managing your Portfolio (Discussion)</title>
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<para>
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</para>
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<sect2 id="purchase2">
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<sect2 id="portview2">
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<title>7.8.1 Portfolio View</title>
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<para>
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</para>
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</sect2>
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<sect2 id="purchase2">
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<sect2 id="updateprices2">
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<title>7.8.2 Updating Prices (How-To)</title>
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<para>
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</para>
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</sect2>
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<sect2 id="purchase2">
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<sect2 id="capitalgain2">
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<title>7.8.3 Measuring Capital Gains (Discussion)</title>
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<para>
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</para>
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</sect2>
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</sect1>
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<sect1 id="creditcard1">
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<sect1 id="reconcilebroker1">
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<title>7.9 Reconciling with the Brokerage Statement (How-To)</title>
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<para>
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</para>
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</sect1>
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<sect1 id="creditcard1">
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<sect1 id="stockegs1">
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<title>7.10 Putting It All Together (Examples)</title>
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<para>
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</para>
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@ -7,6 +7,14 @@
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<!ENTITY chapter4 SYSTEM "chapter4.xml">
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<!ENTITY chapter5 SYSTEM "chapter5.xml">
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<!ENTITY chapter6 SYSTEM "chapter6.xml">
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<!ENTITY chapter7 SYSTEM "chapter7.xml">
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<!ENTITY chapter8 SYSTEM "chapter8.xml">
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<!ENTITY chapter9 SYSTEM "chapter9.xml">
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<!ENTITY chapter10 SYSTEM "chapter10.xml">
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<!ENTITY chapter11 SYSTEM "chapter11.xml">
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<!ENTITY chapter12 SYSTEM "chapter12.xml">
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<!ENTITY chapter13 SYSTEM "chapter13.xml">
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<!ENTITY appendix SYSTEM "appendix.xml">
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]>
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<book id="index">
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<bookinfo>
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@ -74,5 +82,6 @@ A copy of this license was provided with this software in the file <filename>COP
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&chapter4;
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&chapter5;
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&chapter6;
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&chapter7;
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</book>
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