Martin, I was reading through the *Beancount - Calculating Portfolio Returns <https://docs.google.com/document/d/1nPsMIunLnDvdsg6TSsd0PZb7jngojNpFlqnaX36WRp8/>* document
Very thorough (as always)! May be this is a naïve question, but what is your definition of the portfolio return in general, without diving in beancount? E.g. if on 1 January I invested 100 USD which grew by 1 February to 150 USD and then I withdrew all of this and then on 1 June I unvested 1000 USD, which by 1 December grew to 1010 USD, which I withdrew Then how would you calculate the portfolio return? On Saturday, September 12, 2020 at 9:25:51 PM UTC+2 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/87548033-01bd-463c-b096-aceafc15fc7fn%40googlegroups.com.
