Martin, thanks! I learned something today.
There now a question as to why brokers do not calculate this correctly, provided there is even an Excel formula, but this is another story. P.S. may be it makes sense to update the Calculating Portfolio Returns <https://docs.google.com/document/d/1nPsMIunLnDvdsg6TSsd0PZb7jngojNpFlqnaX36WRp8/> document with this information to prevent questions. On Sunday, December 17, 2023 at 6:35:30 PM UTC+1 [email protected] wrote: > [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/6066acba-f111-4137-81b0-5900b54476fdn%40googlegroups.com.
