Here you go! https://github.com/p-oz/fava-portfolio-summary
On Tuesday, March 29, 2022 at 6:56:14 PM UTC+2 Chris Arderne wrote: > @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/6969435f-dd0c-45ea-9c00-86c733ed2fean%40googlegroups.com.
