Added to contrib doc list. Thanks Red! BTW did you see this doc? https://docs.google.com/document/d/1mNyE_ONuyEkF_I2l6V_AoAU5HJgI654AOBhHsnNPPqw/ and this code? https://bitbucket.org/blais/beancount/src/tip/beancount/projects/export.py I do a similar thing (across multiple dimensions) but delegates all the aggregation and reporting to a spreadsheet that is updated with live market data.
On Sun, Jul 14, 2019 at 1:06 AM Red S <[email protected]> wrote: > 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 > > -- > 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 [email protected]. > To post to this group, send email to [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/beancount/c7491d83-2482-411d-9278-84d917086627%40googlegroups.com > . > For more options, visit https://groups.google.com/d/optout. > -- 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 [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/CAK21%2BhNTRZB7w9tsPoH7LhEGYjvdrBCCPPb7r22G6taLO45ccQ%40mail.gmail.com.
