Great content! I appreciate the insights shared. Keep up the amazing work and efforts.
On Monday, 15 February 2021 at 08:50:38 UTC+5 Martin Blais wrote: > Here's the script: > > https://github.com/beancount/beanlabs/blob/master/beanlabs/compensation/net-worth-over-time.py > > - It's not sufficient to add to an inventory because you'll need to > convert to market value > - Furthermore, one needs to convert all market values to a single currency. > The script does that. > > In the new (v3) version, I will make the Python API take a more prominent > space with developer documentation specific to how to accomplish various > tasks with an Inventory (there are some details which aren't entirely > obvious, especially around market value conversions). > > > > > > On Sun, Feb 14, 2021 at 3:45 PM Aaron Stacy <[email protected]> wrote: > >> OK after reading the Inventory >> <https://github.com/beancount/beancount/blob/v2/beancount/core/inventory.py> >> class docs, I think I've got words for my issue -- the query's balance is a >> single inventory for all accounts, and I'd like an inventory per account. >> >> I think if I just want a csv I can export to a stacked area chart in a >> spreadsheet, I can do something like: >> >> inventories = defaultdict(lambda: Inventory()) >> for directive in beancount.loader.load_file(...): >> if isinstance(directive, Transaction) and asset_leg(directive) is not >> None: >> >> inventories[asset_leg(directive).account].add_position(asset_leg(directive).position) >> print_line(inventories) >> >> On Sun, Feb 14, 2021 at 2:00 PM Aaron Stacy <[email protected]> wrote: >> >>> For example, this query is useful: >>> >>> SELECT date, flag, description, account, units(position), >>> units(balance) >>> >>> But it loses the information for the balance of each account (i.e. are >>> the shares of Vanguard 2050 target retirement fund in my 401k or IRA?), >>> which would be nice for a stacked area chart to visualize both the sum >>> across accounts over time as well as individual account balances. >>> >>> It seems like maybe calling beancount.loader.load_file, and then >>> iterating over the transactions with an inventory object for each account >>> may be the way to go. >>> >>> On Sun, Feb 14, 2021 at 9:46 AM Aaron Stacy <[email protected]> wrote: >>> >>>> Hi all, my I’ve seen some references to net worth over time >>>> scripts/queries, but I’m having trouble finding specifics. Anyone have >>>> quick links to share? Thanks! >>> >>> -- >> 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 [email protected]. >> To view this discussion on the web visit >> https://groups.google.com/d/msgid/beancount/CACjABkm%3DiFsZwwr-fUJVnCSxWfKG4QU18PTfWJskSJrPrApQgA%40mail.gmail.com >> >> <https://groups.google.com/d/msgid/beancount/CACjABkm%3DiFsZwwr-fUJVnCSxWfKG4QU18PTfWJskSJrPrApQgA%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 [email protected]. To view this discussion visit https://groups.google.com/d/msgid/beancount/85b9d01e-3a46-40d4-ac9a-96da324a046an%40googlegroups.com.
