Comment 14 for bug 780364

Hi, and thank you for your reply.
I took a look at Portfolio Performance you recommended, but it is far more complicated than I require. All I am looking for is something where I can store and update my various transactions. The reason I say I am looking for something simpler is that I only have 7 different currencies with a total so far of about 40 transactions.
Is there anything less complicated you can recommend, please?

Many thanks

John Hodnett

-----Original Message-----
From: <email address hidden> <email address hidden> On Behalf Of R Collin
Sent: 9 November 2021 07:00
To: <email address hidden>
Subject: [Bug 780364] Re: wish: stock/investment portfolio (with auto-update)

Homebank is great for home finances and Maxime has enough on this hands for this purpose (looking forward to the save reports feature!). I would suggest to those that want to track stocks, crypto etc that they use a separate program and I would highly recommend PortfolioPerformance (https://www.portfolio-performance.info/en/).
I use Homebank for home finance and PortfolioPerformance for investments and I could not be happier. They are both excellent programs that excel in their respective tasks. I am from New Zealand and I quite like having a finance program from France and an investment program from Germany!

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https://bugs.launchpad.net/bugs/780364

Title:
  wish: stock/investment portfolio (with auto-update)

Status in HomeBank:
  Confirmed

Bug description:
  I'm seeking a software that is enable to manage personal accounts AND stock portofolio with online updates.
  I just tried HomeBank and it looks like a great software but portfolio management is missing.
  Is it planned to add this functionnality ?

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