Thanks for adding it to the contrib list! Yes, I have found your export tool useful, but thanks for mentioning it. I referenced it through another thread on the github fava thread here. <https://github.com/beancount/fava/issues/947>
I wrote this as a way to get a quick dump of the current state, without having to mess with sheets, and as a foundational tool to write a GUI page in Fava (at some point in the future). Pasting from that github thread here for anyone reading this thread: ------ BTW, @blais <https://github.com/blais> has code for a more generic version of this in the beancount source (beancount/experiments/portfolio). Have you checked that out? It's lacking an example, but it's short and easy to understand if you can read python code. Also check out this recent thread: https://groups.google.com/forum/#!searchin/beancount/%22asset$20allocation%22|sort:date/beancount/F_pOdotQoxQ/4S4mBUMbAwAJ <https://groups.google.com/forum/#!searchin/beancount/%22asset$20allocation%22%7Csort:date/beancount/F_pOdotQoxQ/4S4mBUMbAwAJ> The main point there being that exporting raw data to a spreadsheet which calculates your asset allocation is far more powerful than a static script, as it allows you to easily play with "what if" scenarios without having to change code. ------ On Friday, July 26, 2019 at 5:06:11 AM UTC-7, Martin Blais wrote: > > Added to contrib doc list. > Thanks Red! > > BTW did you see this doc? > > https://docs.google.com/document/d/1mNyE_ONuyEkF_I2l6V_AoAU5HJgI654AOBhHsnNPPqw/ > and this code? > https://bitbucket.org/blais/beancount/src/tip/beancount/projects/export.py > I do a similar thing (across multiple dimensions) but delegates all the > aggregation and reporting to a spreadsheet that is updated with live market > data. > > > > > > On Sun, Jul 14, 2019 at 1:06 AM Red S <redst...@gmail.com <javascript:>> > wrote: > >> An asset allocation analysis tool that uses Beancount is here: >> https://github.com/redstreet/beancount_asset_allocation >> >> Contributions welcome. >> >> Understanding the asset allocation of a portfolio is important. This >> script reports your current portfolio's asset allocation. >> >> Configuration >> You specify a set of accounts to consider (using regex patterns). >> >> You also specify the percentage of each asset class for each commodity in >> your accounts as a part of its metadata in your Beancount ledger. >> >> Sample output: >> Asset Type Percentage Amount >> -------------------- ------------ -------- >> bond 17.8% 240 >> bond_municipal 38.9% 525 >> equity 5.6% 75 >> equity_international 26.7% 360 >> realestate 11.1% 150 >> --- --- --- >> Total 100.0% 1,350 >> >> Account balances: >> `-- Assets >> `-- Investments >> |-- Brokerage 1 BNCT >> `-- XTrade 2 BNCT >> 10 COFE >> >> -- >> 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 bean...@googlegroups.com <javascript:>. >> To post to this group, send email to bean...@googlegroups.com >> <javascript:>. >> To view this discussion on the web visit >> https://groups.google.com/d/msgid/beancount/c7491d83-2482-411d-9278-84d917086627%40googlegroups.com >> . >> For more options, visit https://groups.google.com/d/optout. >> > -- 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/20801468-2af5-4829-8245-5d10cb0100ea%40googlegroups.com.
