@pablo Can you share the repo where you've done this? On Monday, March 28, 2022 at 1:32:27 PM UTC [email protected] wrote:
> Hi Guys, > > Finally got some time to tweak your plugin, pretty awesome BTW. > > Here is a screenshot of my current work: > > > - Added: > - multi-currency support > - units > - PnL (with color) > - Last price Date bellow balance (don't know if I'm using the > proper API for this) > - Pending: > - Add dividends column > > Hope to get your feedback - comments > > [image: Annotation 2022-03-28 152628.png] > > On Friday, October 15, 2021 at 9:42:31 PM UTC+2 [email protected] wrote: > >> Nice project! >> >> On Fri, Oct 15, 2021 at 7:08 AM Phractured Blue <[email protected]> >> wrote: >> >>> I've developed a Fava plugin that can calculate a portfolio summary. >>> With several features I've not seen brought together in one place before. >>> >>> What I needed was a way to group my various accounts by type (Roth, >>> Pre-Tax retirement, Post-Tax investment, Cash) to see the total value of >>> each group. Additionally I was interested in comparing the performance of >>> managed vs un-managed accounts (which is not straight-forward given the >>> sporadic cash-flow increases). >>> >>> I settled on calculating the TWRR (Time-Weighted Rate of Return) and >>> MWRR (Money-Weighted Rate of Return) along with Cost and Balance for each >>> account along with the account groups. Calculating TWRR can be very >>> expensive (even though the MWRR algorithm is significantly more costly) due >>> to the need to calculate the balance at each cashflow point, so by default >>> TWRR calculation is disabled. It takes about 15 seconds to calculate TWR >>> for ~1000 cash-flow transactions on my portfolio. >>> >>> I'm no financial wizard, so the MWRR code is based off the >>> 'portfolio-returns' project ( >>> https://github.com/hoostus/portfolio-returns), and I just hope I got >>> the TWRR calculation correct. I based the portfolio groups off the >>> fava-classy-portfolio project ( >>> https://github.com/seltzered/fava-classy-portfolio) >>> >>> I thought others may have a similar need, so if you there is any >>> interest, the project can be found here: >>> >>> https://github.com/PhracturedBlue/fava-portfolio-summary >>> >>> -- >>> 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/24ed53aa-bc21-4fad-bfb3-ced422062857n%40googlegroups.com >>> >>> <https://groups.google.com/d/msgid/beancount/24ed53aa-bc21-4fad-bfb3-ced422062857n%40googlegroups.com?utm_medium=email&utm_source=footer> >>> . >>> >> -- 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/8c2a79c0-cbe0-48db-875e-438588d2fcdcn%40googlegroups.com.
