Chapter 9. Investments

Table of Contents

9.1. Basic Concepts
9.1.1. Terminology
9.1.2. Types of Investments
9.2. Setting Up Accounts
9.2.1. Using Predefined Investment Accounts
9.2.2. Creating Investment Accounts Manually
9.2.3. Custom Accounts Example
9.3. Interest Bearing Accounts
9.3.1. Account Setup
9.3.2. Example
9.4. Setup Investment Portfolio
9.4.1. Setup Accounts for Stocks and Mutual Funds
9.4.2. Example Stock Account
9.5. Buying Shares
9.5.1. Entering Preexisting Shares
9.5.2. Buying New Shares
9.6. Setting Share Price
9.6.1. Initial Price Database Setup
9.6.2. Setting Stock Price Manually
9.6.3. Configuring for Automatic Retrieval of Quotes
9.6.4. Displaying Share Value
9.6.5. The Price Source in Reports
9.7. Selling Shares
9.7.1. Selling Shares with Manual Calculation of Capital Gain or Loss
9.7.2. Selling Shares with Automatic Calculation of Capital Gain or Loss Using Lots
9.8. Dividends
9.8.1. Dividends in Cash
9.8.2. Dividends Re-Invested
9.9. Return of Capital
9.10. Splits and Mergers
9.10.1. Simple Stock Split
9.10.2. Moderately Complex Stock Merger

This chapter explains how to manage your investments with GnuCash. Most people have an investment plan, whether its just putting money into a certificate of deposit (CD for short) 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 Database which allows you to record changes in the prices of stocks you own.