One area that is missing in fava today is investment tools. I've found Beancount to be very well designed to capture and represent almost anything necessary for handling investments in the realm of personal finance (thanks, Martin!), and Fava to be a terrific front end (thanks, Fava authors)!
I'd like to develop a set of investment reports and tooling. I've started an empty repo at: https://github.com/redstreet/fava-investor *I'd love contributions! In the form of design input,well thought out feature requests, tests, and of course, code.* Here are my initial thoughts. Desired feature list <https://github.com/redstreet/fava-investor/blob/master/design.md> The goal is to develop a comprehensive set of reports and tools related to investments for fava. This document contains list of potential features that we would like to consider for implementation. <https://github.com/redstreet/fava-investor/blob/master/design.md#reports> Reports <https://github.com/redstreet/fava-investor/blob/master/design.md#asset-allocation-by-asset-class>Asset allocation: By asset class: - Pie chart, hierarchical - Reference chart - top level alone chart (to simplify complex portfolios)? - Tax adjusted <https://github.com/redstreet/fava-investor/blob/master/design.md#asset-allocation-by-account>Asset allocation: By account: - like the current one <https://github.com/redstreet/fava-investor/blob/master/design.md#asset-allocation-tax-treatment>Asset allocation: Tax Treatment: - taxable, tax-deferred, etc. - configure using parent account or metadata <https://github.com/redstreet/fava-investor/blob/master/design.md#net-worth>Net worth: - across time (redundant?) <https://github.com/redstreet/fava-investor/blob/master/design.md#savings-rate>Savings rate: - absolute number across time - as %age of gross, net <https://github.com/redstreet/fava-investor/blob/master/design.md#summary-stats>Summary stats: - number of unique funds owned - number of brokerage accounts <https://github.com/redstreet/fava-investor/blob/master/design.md#tools> Tools Cash drag analysis: - cash as percentage of portfolio, and where it is Tax loss harvester: - pull this in Rebalancing: - consider plugging into a rebalancing tool (example1 <https://github.com/AlexisDeschamps/portfolio-rebalancer>) -- 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/d49747c6-ac9a-463d-a250-d45160d1ff87%40googlegroups.com.
