Hi Aaron, I've just recently updated one of the dashboards to do that: https://github.com/Evernight/lazy-beancount/blob/main/example_data/dashboards.tsx#L1519
You can either try it out with https://github.com/Evernight/lazy-beancount/, or just grab that config file and use with recent version of https://github.com/andreasgerstmayr/fava-dashboards/ Fava plugin. There is a caveat though. In order for this to work you'll also need to add this to your ledger (https://github.com/Evernight/lazy-beancount/blob/main/example_data/regular_postings_fix.bean) together with the beancount_interpolate.recur plugin: 2023-12-03 A "Regular transaction for summaries" #auxiliary recur: " / 6 days" Equity:RegularTransacionForSummariesFrom 0 USD Equity:RegularTransacionForSummariesTo 0 USD This is needed because beanquery iterates over postings in transactions but we need more data points than that for the historical net worth graph. This is the simplest workaround I found so far. Once beanquery supports JOIN operations or something else appears similar to that, it may become not required. On Monday, February 23, 2026 at 7:20:50 PM UTC Aaron Axvig wrote: > On 2026-02-23 11:45, 'Aaron Axvig' via Beancount wrote: > > I would like to see (fava graph, ideally) the evolution of my asset > > allocations over time. Quicken had a Net Worth by Account Type report > > that did this pretty nicely but I am unable to find a screenshot to > > link to. It is easy to describe: > > > > Time running across the X axis. Y is $. There is a bar for each time > > period, let's say each year to start with. The overall height of the > > bar shows the total value of all Assets. The bar has segments colored > > according the Assets subaccounts--Assets:Investing, > > Assets:Real-Estate, Assets:Banking, Assets:Retirement, etc. It could > > be a stacked area graph instead which would be functionally the same. > > > > Stretch goals would be to have Liabilities extending down from the X > > axis (since they are drags on the net worth). And overlaid across the > > top (typically above the X axis if you have positive net worth) would > > be a line tracing out the combined Assets-Liabilities, which would of > > course be the actual Net Worth value. > > > > The Balance Sheet -> Net Worth page in fava has potential but doesn't > > break down by Asset subaccounts. Balance Sheet -> Assets does break > > down by subaccount but doesn't have a time component. > > > > Using a query of balances has been the > > closest path but still far off. > > > > SELECT > > year, > > month, > > root(account, 2) as Category, > > convert(last(balance), 'USD', LAST(date)) as Market_Value > > WHERE > > root(account, 2) IN ( > > 'Assets:Retirement' > > ) > > AND date <= 2026-02-22 > > GROUP BY 1,2,3 > > > > If I got this query working perfectly I would turn it into a simple > > fava extension I think. > > > > Any advice of where to spend my efforts? > > > > -- > > 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 visit > > > https://groups.google.com/d/msgid/beancount/c40488c961687fba9151953f85d605d3e814b80d.camel%40axvig.com > > [1]. > > > > > > Links: > > ------ > > [1] > > > https://groups.google.com/d/msgid/beancount/c40488c961687fba9151953f85d605d3e814b80d.camel%40axvig.com?utm_medium=email&utm_source=footer > > Aha! The report "Net Worth by Assets and Liabilities" is the more > common variation in Quicken, and an image is available on this page: > https://www.quicken.com/blog/how-calculate-your-net-worth/ > -- 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 visit https://groups.google.com/d/msgid/beancount/7f5f33a0-cb35-435f-9cdf-44fe86d9c2b1n%40googlegroups.com.
