Re: Portfolio Returns in Fava (based on beangrow)

2023-09-10 Thread Andreas Gerstmayr
Hi Pablo, Am 04.09.23 um 12:45 schrieb Pablo Osers: Hello, Thanks Andreas, still don't think this is who a whole investment portfolio IRR/Performance should be tracked. Let's say I want to track the performance of my Interactive Brokers Portfolio [Assets:Investments:IBKR], what I would

Re: Portfolio Returns in Fava (based on beangrow)

2023-09-04 Thread Pablo Osers
Hello, Thanks Andreas, still don't think this is who a whole investment portfolio IRR/Performance should be tracked. Let's say I want to track the performance of my Interactive Brokers Portfolio [Assets:Investments:IBKR], what I would expect as cash flows/date pairs to be used for IRR

Re: Portfolio Returns in Fava (based on beangrow)

2023-09-03 Thread Andreas Gerstmayr
Am 01.09.23 um 03:08 schrieb cha...@gmail.com: This is more of a beangrow question, but is there a calculation of IRR or annualized yield we can surface? As far as I understand it, the "Yield" that is shown in the overview is simply (gain / investment amount), which doesn't account for time

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-31 Thread Red S
This is more of a beangrow question, but is there a calculation of IRR or annualized yield we can surface? As far as I understand it, the "Yield" that is shown in the overview is simply (gain / investment amount), which doesn't account for time invested. Would it be possible to surface an IRR

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-31 Thread cha...@gmail.com
This is great, thanks! This is more of a beangrow question, but is there a calculation of IRR or annualized yield we can surface? As far as I understand it, the "Yield" that is shown in the overview is simply (gain / investment amount), which doesn't account for time invested. Would it be

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-20 Thread Andreas Gerstmayr
Hi Pablo, Am 19.08.23 um 09:37 schrieb Pablo Osers: Great news and many thanks! Re asking a question from before, is there a way to create a report based on the overall performance of a portfolio, meaning, taking into account only incoming/outgoing cashflows for a specific set of accounts,

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-19 Thread Pablo Osers
Great news and many thanks! Re asking a question from before, is there a way to create a report based on the overall performance of a portfolio, meaning, taking into account only incoming/outgoing cashflows for a specific set of accounts, instead of getting a per commodity report. Example:

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-16 Thread Andreas Gerstmayr
Hi Stefano, Am 16.08.23 um 17:12 schrieb Stefano Mihai Canta: Thank you, Andreas! I am running a small example, how do I get reinvested dividends to show up in the charts? If I split up the dividend transaction so that the dividend amount goes into the cash account first and then from the

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-16 Thread Andreas Gerstmayr
Am 15.08.23 um 04:49 schrieb Red S: Same here: this is the one important missing piece I've wanted to add to Fava Investor for a while. Very glad to see it here, thank you Andreas! Glad that people are interested in this :) Couple of questions: is it possible to supply and display multiple

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-16 Thread Stefano Mihai Canta
Thank you, Andreas! I am running a small example, how do I get reinvested dividends to show up in the charts? If I split up the dividend transaction so that the dividend amount goes into the cash account first and then from the cash account to the commodity, I get the dividend amount to show up

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-14 Thread Red S
Same here: this is the one important missing piece I've wanted to add to Fava Investor for a while. Very glad to see it here, thank you Andreas! Couple of questions: is it possible to supply and display multiple configs? Is it easy to display custom charts? On Saturday, August 12, 2023 at

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-12 Thread flyaway
It is so great to hear this. I am planning to write the Fava extension by myself. But it seems I don’t need to anymore... Thanks Andreas! Yichu Zhou flyaway1...@gmail.com > On Aug 12, 2023, at 09:07, Andreas Gerstmayr wrote: > > Hi all, > > I developed a Fava extension which integrates

Portfolio Returns in Fava (based on beangrow)

2023-08-12 Thread Andreas Gerstmayr
Hi all, I developed a Fava extension which integrates portfolio reports generated by the excellent beangrow library [1] in Fava: https://github.com/andreasgerstmayr/fava-portfolio-returns Currently the report is almost identical to the one generated by beangrow, with an additional Profit and