Is your feature request related to a problem? Please describe.
Right now, bonds-related transactions can only be entered via a couple of workarounds described in a howto and still have some limitations making them not so well supported. Several forum discussions show prior requests.
Describe the solution you'd like
To keep things manageable, this issue is not about full-blown support for bonds. Older discussions also reveal concerns about specializing on particular types of securities. After all, PP should remain
generic and allow for support of all kinds of financial products.
So what could be done to minimize the number of workarounds and remain generic? A possible start would be the support of percentage-based quotes. After all, that is a very fundamental principle described in e.g. the Market Value glossary entry by Deutsche Börse:
Depending on the type of security involved, the market value is expressed either as a unit quotation or a percentage quotation:
So how about we introduce the concept of unit quotation (German: Stücknotierung) vs. percentage quotation without even talking about bonds anywhere?
I have experimenting with this through some patches (link will follow as a comment). In order to get a feel for the number of places in the code will need to be adapted in the end.
Describe alternatives you've considered
The documented workarounds require quite some manual labor (i. e. break the convenient process of simply importing of PDFs) and skew the purchase/sales units.
For example, the howto suggests to book a 5000 EUR bonds with a price of 100% via 50 shares x 100 EUR. This division of the nominal value will have to be applied consequently and will affect several places in the UI. "50 shares" is simply not reflecting a nominal value of 5000 very well.
Additional context
It would be very convenient to have e.g. the Buy dialog look like this working proof-of-concept:
Is your feature request related to a problem? Please describe.
Right now, bonds-related transactions can only be entered via a couple of workarounds described in a howto and still have some limitations making them not so well supported. Several forum discussions show prior requests.
Describe the solution you'd like
To keep things manageable, this issue is not about full-blown support for bonds. Older discussions also reveal concerns about specializing on particular types of securities. After all, PP should remain
generic and allow for support of all kinds of financial products.
So what could be done to minimize the number of workarounds and remain generic? A possible start would be the support of percentage-based quotes. After all, that is a very fundamental principle described in e.g. the Market Value glossary entry by Deutsche Börse:
So how about we introduce the concept of unit quotation (German: Stücknotierung) vs. percentage quotation without even talking about bonds anywhere?
I have experimenting with this through some patches (link will follow as a comment). In order to get a feel for the number of places in the code will need to be adapted in the end.
Describe alternatives you've considered
The documented workarounds require quite some manual labor (i. e. break the convenient process of simply importing of PDFs) and skew the purchase/sales units.
For example, the howto suggests to book a 5000 EUR bonds with a price of 100% via 50 shares x 100 EUR. This division of the nominal value will have to be applied consequently and will affect several places in the UI. "50 shares" is simply not reflecting a nominal value of 5000 very well.
Additional context
It would be very convenient to have e.g. the Buy dialog look like this working proof-of-concept: