Thanks, this looks promising and I'll try it out soon. In the document there is a discussion of comparing your returns to another portfolio. I would suggest using some number of these lazy portfolios <https://www.bogleheads.org/wiki/Lazy_portfolios> for default selections, where of course someone can put in some combination of asset classes to construct a custom portfolio.
On Tuesday, September 15, 2020 at 2:10:00 PM UTC-4 redst...@gmail.com wrote: > Terrific. I haven't tested it yet, but will definitely do so when I free > up in a few weeks. I started my own initial development on portfolio > returns a while ago for fava_investor, and have many tests cases (not yet > shareable without anonymization). > On Saturday, September 12, 2020 at 12:25:51 PM UTC-7 bl...@furius.ca > 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 beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/53233735-9891-46fe-95a9-48ab92854260n%40googlegroups.com.
