Hi again, just saw that you updated the code, you have to make a minor change on the template (for pnl colors to work).
You change the column name from PnL to pnl, so please you need to modify the name validation in the template. Thanks On Tuesday, March 29, 2022 at 6:56:09 PM UTC+2 Phractured Blue wrote: > That looks interesting. > I'd be happy to look at/incorporate your changes into my repo. Just make > a pull request on the GitHub repo. I'm not sure I need the same columns as > you, so I'll probably want to make the shown columns configurable, but > overall it looks like a nice enhancement. > > On Monday, March 28, 2022 at 6:32:27 AM UTC-7 [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/fa06e839-baa4-4ec6-88f2-da222db44701n%40googlegroups.com.
