Martin, I'm currently using goledger (here <https://github.com/mescanne/goledger>) which I've written, maintained, and evolved over the years. I'm looking to move to a larger ecosystem where I can simultaneously add my own flavour of logic while still taking advantage of tools out there. (E.g., Fava, Beancount's VSCode plugin, etc) That and a declining amount of free time to invest in this.
The Trading account approach I've been taking has never worked for calculating capital gains -- current market value, yes, but not capital gains. For trying out Beancount, I've just been mapping the Trading account to Income:Trading to fit the account structure. (Everything else I've done fits into the overall structure, just some tweaks to names..) It'd be *great* if I can calculate the realised/unrealised capital gains. I also had a go at calculating an internal rate of return (irr.go) but never managed to integrate it usefully. Mark On Fri, 23 Dec 2022 at 15:39, Martin Michlmayr <[email protected]> wrote: > * Mark Scannell <[email protected]> [2022-12-23 06:10]: > > The UK doesn't distinguish between purchased lots -- *it simply > > doesn't care *-- and, for tax purposes, adopts a > > dollar-cost-averaging approach with a twist if you sell/buy in short > > windows. > > So it does care within the first 30 days. ;) Section 104 holding > (i.e. average cost) only applies for those held longer than 30 days. > > > I'm trying to get my head around if it's even possible -- without > > too much work -- to adopt Beancount. > > Someone was working on average cost support a few years ago, but I > can't remember the outcome. Martin, do you know what happened to > that? > > > Looking through some documentation, it looks like the best thing to > > do is to treat investments like currencies @ values -- which could > > then delegate to plugins to calculate capital gains and losses > > somehow... > > I wouldn't do that. For example, you lose the info about how many > units you hold. And, as you hint, you lose the built-in capital gains > capabilities. > > > Just wondering if anyone has gone down a similar path? > > I'm curious what you're doing with ledger and why you are concerned > about moving from ledger to beancount. Beancount can do everything > ledger can do in this regard (and more, such as LIFO and FIFO, even if > that's not useful to you). > > -- > Martin Michlmayr > https://www.cyrius.com/ > > -- > You received this message because you are subscribed to a topic in the > Google Groups "Beancount" group. > To unsubscribe from this topic, visit > https://groups.google.com/d/topic/beancount/nW8_thteJbg/unsubscribe. > To unsubscribe from this group and all its topics, send an email to > [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/beancount/Y6W9lAmBjeTdddxU%40jirafa.cyrius.com > . > -- 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/CABV3M2F27OVUKbOxi_0a%2BmUQ0%3D5Gam6VUxnxwEii216HQ7OUEg%40mail.gmail.com.
