Here's my take at a script that will calculate the money-weighted return for a portfolio (i.e. the XIRR function in spreadsheets).
https://github.com/hoostus/portfolio-returns All it does it output a single number -- the rate of return. The only real work this script does is crawl through beancount files and figure out what cashflows in & out of the account there were over the specified time period. Then it feeds those cashflows into an IRR calculation. Here's the return over the past 1 year. > python irr.py --account Assets:US:Vanguard:Roth --1year /Volumes/my_docs/beancount/my.beancount --internal Income:TaxFree:Dividends 0.72% (Apparently not a fantastic year for my Roth IRA!) Here's the return year-to-date. > python irr.py --account Assets:US:Vanguard:Roth --ytd /Volumes/my_docs/beancount/my.beancount --internal Income:TaxFree:Dividends 115.86% (All numbers are annualised, so even a tiny increase after 19 days results in a huge annual rate of return.) It seems to work the way I expect on my own beancount file and a few other small test cases I put together. Feel free to email me or post here if you have problems, suggestions, etc. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To post to this group, send email to beancount@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/bba922da-b960-480e-9e0c-9aececcf39b1%40googlegroups.com. For more options, visit https://groups.google.com/d/optout.
