On 2026-02-23 11:45, 'Aaron Axvig' via Beancount wrote:
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?
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[1].
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Aha! The report "Net Worth by Assets and Liabilities" is the more
common variation in Quicken, and an image is available on this page:
https://www.quicken.com/blog/how-calculate-your-net-worth/
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