Hi all, a beancount newbie here. Given that I have a standard assets accounts structure: - Assets:BankA:Checking EUR - Assets:BankB:Checking USD - Assets:BrokerA:APPL APPL - Assets:BrokerA:GOOG GOOG - Assets:BrokerA:... (more shares, some potentially sold and closed) - Assets:BrokerB:RSU - Assets:Pension CHF
Is there a way to build a *monthly* graph that'd show *EUR* *market values*: - a line per each bank account - a *single line per broker* - e.g. Assets:BrokerA and Assets:BrokerB - a line for Assets:Pension - (optionally) a line for total assets What I tried: 1. Looking at extensions like fava-dashboards, fava-portfolio-returns, fava_investor, beangrow - these seem to offer either point-in-time asset allocation structure or a single portfolio over time graph. 2. Custom query similar to `SELECT year, month, root(account, 2) as account, convert(units(sum(position)), "USD") AS Market WHERE account ~ "Assets:"` - the results do not sum up to the fava balancesheet report - I think that in that case postings contribute only to the respective months when they were done - which is not a full balance at a given month. 3. Hacking fava code - the "at market value" backend call returns aggregated <date;currency;value> tuples, one could try to create fake currencies like BrokerAUSD, but that'd require providing an explicit price information for these (tying them to USD would aggregete them to USD in the graph) At this point I suspect that such a graph does not make sense or not useful for some (yet unknown to me) reason. My naive goal with such over-time asset group allocation is to understand what contributed to the growth/decline of my net assets over time - be it passive savings, passive/active investments or etc. Is there a better way to achieve that? -- 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 beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/272d5131-c61b-4913-ae95-29480a4be193n%40googlegroups.com.
