We are a family with multiple stakeholders and we manage and contribute each at a different rate to the same portfolio.
We use three different brokers so I added three security accounts and three deposit accounts in the app. Is there any way to make a report that shows the value of each stakeholder? (There’s no individual security/deposit account for each stakeholder. Each stakeholder is automatically owner for X% of each security/deposit account.)
Request #1: What’s the best way to calculate and report 50%, 30% and 20% of the total value one of our security accounts?
Request #2: Is there a way to calculate the percentage of ownership of each stakeholder, based on the amounts they inject into the security accounts? For example, if stakeholder A deposits 1000 EUR and stakeholder B deposits 3000 EUR, then the % ownership should be 25% for stakeholder A and 75% for stakeholder B.
Thanks for the reply. However it’s no solution to my two requests, as mentioned above. Your proposal is not possible, since I cannot split f.e. 8 pieces of a stock in a 50/30/20 way in different security accounts.
So my question is: Is there any way to just display 50/30/20% of the total portfolio value?
(In a later step, the 50/30/20 could be a variable as well.)
To paraphrase @Sn1kk3r5, PP supports multiple entities in a portfolio and reporting on any of those entities.
Reporting is similar to a joint bank account, one statement for the entity and it is up to the individuals to divide it.
One of the key principles of PP is to give full access to your data.
Most reports have a download function so they can be downloaded into a spreadsheet for further analysis. You could use this to report for each person within the entity.
Try ppxml2db to save your file as sqlite and run queries on the file. This could be scripted to run before the database reports were run.
@flywire Interesting idea, but my goal is to have all the reporting in the same platform. I don’t want to export or open other tools each time I want to check the latest status of the portfolio.
@Sn1kk3r5 I like the idea of working with taxonomies, this seems a good way to match my request. Do you know if there’s a way to change the weight of a group of items directly (green box) instead of manually editing them line by line (red box)? Could this be implemented?
