From 3ab6c2adeb7e1f06254f2b5903414467c1afc08f Mon Sep 17 00:00:00 2001 From: Chris Lyttle Date: Sun, 25 Nov 2001 10:37:41 +0000 Subject: [PATCH] Initial work on Investments chapter git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@6056 57a11ea4-9604-0410-9ed3-97b8803252fd --- doc/manual/C/chapter7.xml | 135 +++++++++++++++++++++++++++++++++----- doc/manual/C/gnucash.xml | 9 +++ 2 files changed, 128 insertions(+), 16 deletions(-) diff --git a/doc/manual/C/chapter7.xml b/doc/manual/C/chapter7.xml index 76adff11c7..b923fbb5c5 100644 --- a/doc/manual/C/chapter7.xml +++ b/doc/manual/C/chapter7.xml @@ -12,78 +12,181 @@ Chapter 7 Investments + This chapter explains how to manage your investments with GnuCash. Most + people have a investment plan, whether its just putting money into a CD + account, investing through a company sponsored plan at your workplace or + buying and selling stocks and bonds through a brokerage. GnuCash gives you + tools to help you manage these investments such as the Price Editor which allows you to record changes in the prices of stocks you own. - + 7.1 Setting Up Accounts (Discussion) - + To setup investment accounts in GnuCash you can either use any of the + predefined categories or setup your own. Investment accounts in GnuCash fall + into two asset sub-categories, Current Assets and Investments. The Current + Assets category is used for the types of accounts that are like savings + accounts at your bank such as CD's and Money Market accounts. The Investments + category is used for the types of accounts where you have a more direct + ownership stake in the company you are investing in. + + + We discussed previously how you could use a strategy of just setting up + two accounts to track paying a credit card bill, this simple formula applies + also here. The minimum you need to do to track investments in GnuCash is to + setup an account for your brokerage firm or trading account and to add shares + to it with a price per share and the transfer account that is paying for the + investment listed in the transfer box. GnuCash will automatically calculate + the value of the shares and show at the top of the register both the number + of shares you own and their current value. + + + You can also track each different type of investment individually such as + + + + Brokerage Accounts + + + + + CD's + + + + + Treasury Bills + + + + + Money Market + + + + + Mutual Funds + + + + + Stocks + + + + + Bonds + + + + + Retirements accounts + + + + - + 7.2 Creating a Portfolio for Your Current Holdings (How-To) + If you used the template account setup back in Chapter's 2 & 3, you will + see the investment accounts in two places under the Assets category. You can + use this as a portfolio for your investments or if you wish, create your own + by creating a new sub-account under Assets. + + + + In order to receive online price quotes for your stocks you will need to + setup the Perl module Finance::Quote. This is done by opening a root terminal + session and typing in 'update-finance-quote' (without the quote marks). This + will launch a Perl CPAN update session which goes out onto the internet in + order to install the above module onto your system. If you feel uncomfortable + about doing this please either email the gnucash-user mailing list + (gnucash-user@gnucash.org) asking for help or come to the gnucash irc channel + on irc.gnome.org. You can also leave out this step and manually update your + stock prices. + + + + + You should now have at least one stock account under the Assets category. + Select the Assets category: + insert investaccts.png + + + + + Go to the menu and select: + + Account + Open Subaccounts + + . This will show you the Portfolio view. + + + - + 7.3 Buying New Investments (How-To) - + 7.4 Selling Investments (How-To) - + 7.5 Recording Dividends and Interest (How-To) - + 7.6 Recording Stock Splits and Mergers (How-To) - + 7.7 Recording Employee Stock Plans (Discussion) - + 7.7.1 Stock Purchase Plans (How-To) - + 7.7.2 Stock Options (How-To) - + 7.8 Managing your Portfolio (Discussion) - + 7.8.1 Portfolio View - + 7.8.2 Updating Prices (How-To) - + 7.8.3 Measuring Capital Gains (Discussion) - + 7.9 Reconciling with the Brokerage Statement (How-To) - + 7.10 Putting It All Together (Examples) diff --git a/doc/manual/C/gnucash.xml b/doc/manual/C/gnucash.xml index 41617dc224..2a05614f74 100644 --- a/doc/manual/C/gnucash.xml +++ b/doc/manual/C/gnucash.xml @@ -7,6 +7,14 @@ + + + + + + + + ]> @@ -74,5 +82,6 @@ A copy of this license was provided with this software in the file COP &chapter4; &chapter5; &chapter6; +&chapter7;