Thanks

On Sunday, April 14, 2019 at 6:59:15 AM UTC-7 Martin Blais wrote:

> On Sun, Apr 14, 2019 at 7:34 AM Chary Chary <[email protected]> wrote:
>
>>
>>
>>
>>
>>>> 2014-02-17 * "Selling some IBM"
>>>>  Assets:US:ETrade:IBM                             -3 IBM {160.00 USD} @ 
>>>> 170.00 USD
>>>>  Assets:US:ETrade:Cash                              500.05 USD
>>>>  Expenses:Financial:Commissions                       9.95 USD
>>>>  
>>>> *Income:GainDueToCommodityPriceChange:realized         -30 
>>>> USD Income:GainDueToCommodityPriceChange:unrealized        30** USD *
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> Does it make any sense?
>>>>
>>>
>>> There's a lot to read and I have too little time to get deep into the 
>>> weeds, but I did notice that your transaction above does not balance.
>>> Don't forget  that the first posting weights for 3 x 160, not 3 x 170
>>>
>>> Typically - without your special currency consideration - you would 
>>> write something like this:
>>>
>>> 2014-02-17 * "Selling some IBM"
>>>  Assets:US:ETrade:IBM                             -3 IBM {160.00 USD} @ 
>>> 170.00 USD
>>>  Assets:US:ETrade:Cash                              500.05 USD
>>>  Expenses:Financial:Commissions                       9.95 USD
>>>  *Income:Gains                                          -30 USD* 
>>>
>>> If I understand what you're trying to do, it is that rather than 
>>> recognize a 30 USD income, you want to recognize that in EUR, but you want 
>>> to split the gain into two postings: one for the USD gain, and one for the 
>>> difference in currency (both in EUR).
>>>
>>
>>
>> OK, I see my mistake. In *beancount *model you show gain once you sell 
>> commodity.  In fact it does say this in your documentation (and I am sure I 
>> read about this): "*The answer is often surprising to many users: the 
>> price is not used by the balancing algorithm if there is a cost basis;  the 
>> cost basis is the number used to balance the postings."*
>>
>> And in my model gain happens when commodity price goes up. When one sells 
>> commodity gain only changes from unrealized to realized, but the total 
>> amount of gain stays the same. I need to think how to work around this
>>
>
> FWIW, I played with this idea a while back, converting unrealized to 
> realized gains:
>
> https://bitbucket.org/blais/beancount/src/default/beancount/plugins/unrealized.py
>
> (I've come to the conclusion that it's so dependent on the various time 
> periods / reports one generates, that it's best to defer that to reporting 
> code logic and not reify those realizations as transactions at all.)
>
>
> Note that you *could* write a plugin that post-processed your transactions 
>>> and hits the price table to fetch the rates and split up  all those capital 
>>> gains postings automatically.
>>>
>>>
>> Is there a way to write plugin, which converts all postings to one single 
>> commodity at a historical price? I am thinking if I could do such 
>> conversion and then add extra transactions, related to gains due to 
>> commodity price changes then I could use all logic and reporting of 
>> beancount to further process it. I guess to achieve this I would need
>>
>>    - some provision in current design to convert posting to another 
>>    commodity
>>    - preferably function to pull commodity price from price database? Do 
>>    you have some function like  *get_relative_commodity_price(commodity, 
>>    referenced_commodity, date))*
>>
>> I think that's doable (but again, I wouldn't recommend it, if you need 
> more fancy reporting around gains, I'd implement that in some reporting 
> code instead).
>
>
> Once again, this is all driven by idea to have an explanation on how I got 
>>>> from Day A net Worth to Day B Net Worth. 
>>>> I must say I still don't understand how people who do trading and spend 
>>>> and get paid in different currencies live without such report. I just 
>>>> wouldn't trust calculation, if I can't see how I got from A to B.
>>>>
>>>
>>> People ignore the currency components, and think in terms of their home 
>>> currency (folding in the change in currency into their P/L).
>>>
>>>>
>>>>
>> I understand, that people ignore currency components. But even if you do 
>> investments in stock you still want to know how you got from A to B, when 
>> you measure both A and B and B-A in one single currency.
>>
>>  
>>
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