[SOLVED] software for stock management ?

This forum is dedicated to basic help and support :

Ask here your questions about basic installation and usage of Mageia. For example you may post here all your questions about getting Mageia isos and installing it, configuring your printer, using your word processor etc.

Try to ask your questions in the right sub-forum with as much details as you can gather. the more precise the question will be, the more likely you are to get a useful answer

[SOLVED] software for stock management ?

Postby vmunich » Mar 20th, '20, 15:52

Hi everyone,

I could not find any simple&good software for managing a stock portfolio...
GnuCash is way too much, I just want to manage a simple portfolio

Can you recommend one that can be installed under Mageia ?

Thank you +
Vincent
Last edited by vmunich on Mar 25th, '20, 16:01, edited 1 time in total.
Vincent
--
Mandrake since 1998, then Mandriva, then Mageia....
vmunich
 
Posts: 53
Joined: Jan 11th, '13, 12:35

Re: software for stock management ?

Postby xboxboy » Mar 23rd, '20, 04:07

I haven't used it but KmyMoney may be suitable?

Other than that I don't know, but there's probably a web app you could install independently under a standard 'urpmi task-lamp' web server.

I use gnucash somewhat, but my stocks I track in a spreadsheet I started some 10+ years ago now.
xboxboy
 
Posts: 391
Joined: Jun 2nd, '13, 06:41

Re: software for stock management ?

Postby banjo » Mar 24th, '20, 21:33

I vote for the spreadsheet. I have been using a plain .ods spreadsheet for about 15 years now. I manage my whole portfolio plus expenses etc. in a single spreadsheet.

Banjo
(_)=='=~
If only the best bird sang, the forest would be a very quiet place.
User avatar
banjo
 
Posts: 445
Joined: May 4th, '11, 03:50
Location: Reading, Massachusetts

Re: software for stock management ?

Postby vmunich » Mar 24th, '20, 21:55

Thank you guys for your replies.

No Kmymoney is not really appropriate for simple stock management...

Thanks for you help
Vincent
--
Mandrake since 1998, then Mandriva, then Mageia....
vmunich
 
Posts: 53
Joined: Jan 11th, '13, 12:35

Re: [SOLVED] software for stock management ?

Postby JoesCat » Mar 27th, '20, 09:48

Also recommend the humble, yet powerful, spreadsheet.
Been using it 10+ years.

If you have no idea where to begin, let's assume your columns are:
A=date,B=note,C=Qty,D=company_code,E=charge,F=cost_per_share,G=cost,H=cost+charge,I=sold,J=sold-charge
you pretty much cover everything plus have info for taxes later too.
G = C x F
H = G + E
I = C x F
J = I - E

Using fictitious numbers, assume you bought 10 shares of ABC, at $5.00, and were charged $20, copy&paste G&H
jan1 2020,,10,ABC,20,5 then G=50,H=70
selling, 10 shares of ABC, at $5.50, copy&paste I&J
jan2 2020,,10,ABC,20,5.5 then I=55,J=35

For taxes, you write $35 for total proceeds and $70 total cost
...for a grand profit of -$25
:roll:

With time, your spreadsheet gets fancier ;) with formatting and other stuff - Hopefully the numbers look better than red too :)
User avatar
JoesCat
 
Posts: 177
Joined: Sep 15th, '11, 04:27
Location: Richmond, BC, Canada


Return to Basic support

Who is online

Users browsing this forum: No registered users and 1 guest

cron