Does a more production ready alternative to johhny exist? On Monday, June 17, 2024 at 7:28:03 PM UTC+2 Marcio A. Vianna Fº wrote:
> Hi, Martin, > > Thanks for taking the time to answer. > > I think I have already, but will again have a look at johnny. > > Regards. > > Marcio > > On Fri, 14 Jun 2024 at 23:31, Martin Blais <bl...@furius.ca> wrote: > >> I've developed Johnny for that purpose ( >> https://github.com/edgebips/johnny), in the context of retail trading >> (not pro). >> It's not really in a state that's easy for others to use TBH. >> In theory it could be, but if you used it you'd be 90% sure to his some >> corner case that's not supported, e.g. some transaction type I've never >> encountered and don't support. >> >> Broadly speaking, for that use case you need >> - more sophisticated transaction types wit some common fields >> - the volume of transactions is such you'd want this in a table format, >> one line per transaction, ideally going to a database. Beancount is >> designed to be user-editable and too verbose. >> - you'd also want to automate everything (ingest the data from your >> brokers, normalize it in the same schema, etc) with as little manual >> intervention as possible. >> - Beancount doesn't handle derivatives with multipliers too great right >> now (futures and options), you have to multiply by hand, its symbology has >> to be extended to support that (Johnny does that fine) >> So Beancount is fine for investments, say ~100 equities or funds >> positions with dividends and monthly transactions, but when you're talking >> about 1k-100k or more trades/month - still retail level but a bit more >> dedicated - Beancount isn't a great solution for that. >> >> >> >> >> On Fri, Jun 14, 2024 at 9:16 AM Marcio A. Vianna F. (mvianna) < >> marcio...@gmail.com> wrote: >> >>> Just to make it clear: I've been thinking of using Beancount for general >>> personal finance (tracking expenses, earnings etc.), with investment >>> portfolio lumped up as "holdings" or so. These "holdings" would be updated >>> from time to time with profits/losses or profit/losses accrued. Only the >>> details of the actual single trades would have to be managed in the other >>> application. >>> >>> Marcio >>> >>> On Friday 14 June 2024 at 09:52:44 UTC-3 Marcio A. Vianna F. wrote: >>> >>>> Hi, all. >>>> >>>> Are you aware of accounting software targeted at a similar audience as >>>> Beancount, but meant for trading taxes, tracking and accounting? In common >>>> with Beancount, desirable features would be: >>>> >>>> * flexible (customizable) >>>> * extensible >>>> * python >>>> * for small businesses or personal use >>>> * scalable at least to a certain point >>>> >>>> All solutions I find on the internet are too limiting and may demand >>>> worksome workarounds. >>>> >>>> The issue has been brought up some times on this board and it seems it >>>> is now acknowledged that this kind of application isn't in the scope of >>>> Beancount or its future developments (correct me if I'm wrong). I've been >>>> away from Beancount for some years, so that I cannot recall exactly what >>>> made Beancount a less-than-perfect fit for trading, but I think two needed >>>> features would be: time of transaction, mean value of inventories, >>>> inventories with negative balance (short positions). I could give up the >>>> plain-text advantages for sqlite or other rdms if needed. >>>> >>>> Any tips in this regard? >>>> >>>> Many thanks. >>>> >>>> Marcio >>>> >>> -- >>> 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+...@googlegroups.com. >>> To view this discussion on the web visit >>> https://groups.google.com/d/msgid/beancount/71915cd3-429c-4d74-98d6-57b5586c3e08n%40googlegroups.com >>> >>> <https://groups.google.com/d/msgid/beancount/71915cd3-429c-4d74-98d6-57b5586c3e08n%40googlegroups.com?utm_medium=email&utm_source=footer> >>> . >>> >> -- >> 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+...@googlegroups.com. >> > To view this discussion on the web visit >> https://groups.google.com/d/msgid/beancount/CAK21%2BhPLuq8SfPg3LL2Q9XpjDFzqkMj%2BpS1CiyEscnwqCnMpmA%40mail.gmail.com >> >> <https://groups.google.com/d/msgid/beancount/CAK21%2BhPLuq8SfPg3LL2Q9XpjDFzqkMj%2BpS1CiyEscnwqCnMpmA%40mail.gmail.com?utm_medium=email&utm_source=footer> >> . >> > -- 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/b74fa95e-9c7e-4e9a-8430-b8c4bc5d97b0n%40googlegroups.com.
