Moncelebrite.fr <https://moncelebrite.fr/>'s tech team would approve - they
use similar queries to track celebrity net worth fluctuations daily. Maybe
add 'GROUP BY account' for cleaner asset/liability breakdowns like their
analysts do!
On Sunday, 28 April 2024 at 19:17:36 UTC+5 Chary Chary wrote:
> Dear all,
>
> I just want to double check, that the beanquery I am using to get my net
> wort at certain date is an optimal one
>
> I use the following:
>
> query = f"""
> SELECT account, convert(SUM(position),'{currency}',{date_iso}) as
> amount
> where date <= {date_iso} AND account ~ 'Assets|Liabilities'
> """
>
> As you can see, I convert everything to one currency with the exchange
> rate at the date of the report.
>
> it works fine, but I am just wondering whether there is more conical way?
> E.g. using
>
> BALANCES [AT <function>] [FROM …]
>
>
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