An asset allocation analysis tool that uses Beancount is here:
https://github.com/redstreet/beancount_asset_allocation
Contributions welcome.
Understanding the asset allocation of a portfolio is important. This script
reports your current portfolio's asset allocation.
Configuration
You specify a set of accounts to consider (using regex patterns).
You also specify the percentage of each asset class for each commodity in your
accounts as a part of its metadata in your Beancount ledger.
Sample output:
Asset Type Percentage Amount
-------------------- ------------ --------
bond 17.8% 240
bond_municipal 38.9% 525
equity 5.6% 75
equity_international 26.7% 360
realestate 11.1% 150
--- --- ---
Total 100.0% 1,350
Account balances:
`-- Assets
`-- Investments
|-- Brokerage 1 BNCT
`-- XTrade 2 BNCT
10 COFE
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