[image: image.png] On Sun, Dec 17, 2023 at 12:06 PM Chary Chary <[email protected]> wrote:
> Martin, > > I was reading through the *Beancount - Calculating Portfolio Returns > <https://docs.google.com/document/d/1nPsMIunLnDvdsg6TSsd0PZb7jngojNpFlqnaX36WRp8/>* > document > > Very thorough (as always)! > > May be this is a naïve question, but what is your definition of the > portfolio return in general, without diving in beancount? > > E.g. > > if on 1 January I invested 100 USD which grew by 1 February to 150 USD and > then I withdrew all of this > > and then on 1 June I unvested 1000 USD, which by 1 December grew to 1010 > USD, which I withdrew > > Then how would you calculate the portfolio return? > > On Saturday, September 12, 2020 at 9:25:51 PM UTC+2 [email protected] wrote: > >> I took a few weeks off, COVID-style (at home, cooking and coding). So I >> made some good progress on calculating returns from a Beancount ledger. I'm >> really excited to share this actually, because it worked so well! >> >> The source code is located here: >> https://github.com/beancount/beancount/tree/v2/experiments/returns >> and I think it's general enough that you can use it on your own ledger. >> >> I'll need to cover it with unit tests and apply it to the example >> Beancount file before taking it out of "experiments/" but this should work >> now. >> >> I've documented the process here: >> http://furius.ca/beancount/doc/returns >> >> https://docs.google.com/document/d/1nPsMIunLnDvdsg6TSsd0PZb7jngojNpFlqnaX36WRp8/ >> >> I'm looking forward to feedback, and especially comments from people who >> manage to make it run on their own ledger and produce useful results. >> (The doc is open for comments in suggestion mode.) >> >> -- > 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/87548033-01bd-463c-b096-aceafc15fc7fn%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/87548033-01bd-463c-b096-aceafc15fc7fn%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/CAK21%2BhOfP2NXTTPE7y4NrmMMAjUFEggtGrzW7q7nQuwF8nC4kQ%40mail.gmail.com.
