Nice to see more people working on this. Just sharing for reference, my current workflow for viewing asset-allocation has been a two-stage process: - Use beancount-plugins-metadata-spray <https://github.com/seltzered/beancount-plugins-metadata-spray> for setting up the portfolio metadata. - A fava extension with similar intent as the demo one in fava <https://github.com/beancount/fava/blob/master/fava/ext/portfolio_list/templates/PortfolioList.html> to present asset allocations, with some table row/column tree formatting to handle asset-class -> asset-subclass -> account breakdown. I haven't released it yet but if there's interest I can try to throw whatever I've written so far out there.
On Saturday, August 3, 2019 at 12:29:28 AM UTC-7, Red S wrote: > > The tool now outputs asset buckets in a hierarchy. It also supports > tax-adjusted asset allocation > <https://www.bogleheads.org/wiki/Tax-adjusted_asset_allocation>. Example > output: > > Asset Type Percentage Amount > --------------- ------------ -------- > total 100.0% 2,750 > bond 48.2% 1,325 > municipal 19.1% 525 > equity 46.4% 1,275 > international 43.6% 1,200 > realestate 5.5% 150 > > Account balances: > `-- Assets > `-- Investments 7 BNCT > |-- Brokerage 1 BNCT > `-- XTrade 2 BNCT > 10 COFE > > > > On Saturday, July 13, 2019 at 10:06:30 PM UTC-7, Red S 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 view this discussion on the web visit https://groups.google.com/d/msgid/beancount/58f1ba8d-76f1-4386-9334-971cc0277fb5%40googlegroups.com.
