On Sat, Feb 13, 2021 at 6:45 AM Dániel Fancsali <fancs...@gmail.com> wrote: > > Good morning ladies and gents, > > I already wrapped my head around how to track day-to-day finances with ledger. > > So, the next logical step is to capture things like investments and such. > > I can import the transactions from the statements, no problem. Then I reckon > I'll record the prices in the pricedb for something like every statement day, > so I can have reasonably accurate reports. > > Then there's one big question: how do I find metrics beyond the nominal value > difference? For a start I'd be keen to find the weighted annual returns, aka > IRR. > > Anyone else has been there? ;) > Not by any means an expert on the intricacies of 'ledger' just have been using it for some time now. I'm guessing (please note!) that what could work here is a taylored request with a date early and the same request with a date later. You would then use other tools to come up with what the weighted annual return is for that period. Ledger will give you the data but to develop a report - - - - I would think that transferring the raw data from 'ledger' to another tool, likely a spreadsheet, should work. (What do I know - - - - i'm no investment analysis expert!!)
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