The tool now outputs asset buckets in a hierarchy. It also supports
tax-adjusted asset allocation
<https://www.bogleheads.org/wiki/Tax-adjusted_asset_allocation>. Example output:
Asset Type Percentage Amount
--------------- ------------ --------
total 100.0% 2,750
bond 48.2% 1,325
municipal 19.1% 525
equity 46.4% 1,275
international 43.6% 1,200
realestate 5.5% 150
Account balances:
`-- Assets
`-- Investments 7 BNCT
|-- Brokerage 1 BNCT
`-- XTrade 2 BNCT
10 COFE
On Saturday, July 13, 2019 at 10:06:30 PM UTC-7, Red S 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
>
>
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