Creating a pie chart with all assets including those listed in banking investing & property and debt

Question

I can create asset allocation by going to reports graphs investment assets allocation. It shows my stocks which are high caps and cash. But I want it to include my assets in banking and property and debt too. How can I create a pie chart with all my assets? I want to check daily how much my stock assets are part of my portfolio. It will fluctuate daily due to volatility in the stock market and I want to be able to see it visually in the chart.

Jim_Harman · Answer

The Investing > Investment Asset Allocation report will produce a pie chart showing your asset allocation but it only includes investing accounts, not banking or other assets or liabilities.

The Net Worth & Balances > Account Balances report will produce a bar graph broken down by high level account type - Bank, Asset, Credit Card, Investment, Liability, etc. but it does not break down the investments by asset class.

You can't make a pie chart that includes liabilities because there is no way to show negative amounts in a pie chart.

eternalthe · Answer

how do you create a bar chart?

NotACPA · Answer

I couldn't figure out anyway to create such a pie chart within Q, only a bar chart.

You could always create a report of the desired info in Q, and export the data to a spreadsheet … but that wouldn't be as automatically interactive as you seem to want.