I would like to see (fava graph, ideally) the evolution of my asset allocations over time. Quicken had a Net Worth by Account Type report that did this pretty nicely but I am unable to find a screenshot to link to. It is easy to describe:
Time running across the X axis. Y is $. There is a bar for each time period, let's say each year to start with. The overall height of the bar shows the total value of all Assets. The bar has segments colored according the Assets subaccounts--Assets:Investing, Assets:Real-Estate, Assets:Banking, Assets:Retirement, etc. It could be a stacked area graph instead which would be functionally the same. Stretch goals would be to have Liabilities extending down from the X axis (since they are drags on the net worth). And overlaid across the top (typically above the X axis if you have positive net worth) would be a line tracing out the combined Assets-Liabilities, which would of course be the actual Net Worth value. The Balance Sheet -> Net Worth page in fava has potential but doesn't break down by Asset subaccounts. Balance Sheet -> Assets does break down by subaccount but doesn't have a time component. Using a query of balances has been the closest path but still far off. SELECT year, month, root(account, 2) as Category, convert(last(balance), 'USD', LAST(date)) as Market_Value WHERE root(account, 2) IN ( 'Assets:Retirement' ) AND date <= 2026-02-22 GROUP BY 1,2,3 If I got this query working perfectly I would turn it into a simple fava extension I think. Any advice of where to spend my efforts? -- 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/c40488c961687fba9151953f85d605d3e814b80d.camel%40axvig.com.
