Re: Investment tools for fava

fava_investor is now available via PyPI (pip): *pip install fava-investor* It's still in development. Help beta test and more. Feedback appreciated. Let me know what features you'd like to see. [image: screenshot-assetalloc.png] On Saturday, Apr

Re: Investment tools for fava

The fava_investor project now has a few basic modules: asset allocation by class, asset allocation by accounts, TLH, and a basic cash drag analysis. A performance module is in development, and several more

Re: Investment tools for fava

> > > I have a python implementation of Albert Mao's "optimal lazy rebalancing" > that can be used standalone: https://github.com/hoostus/lazy_rebalance > Excellent, will keep this in mind! -- You received this message because you are subscribed to the Google Groups "Beancount" group. To un

Re: Investment tools for fava

On Monday, March 23, 2020 at 4:13:57 PM UTC-7, Dave The Happy Singer wrote: > > > If you're interested in contributing code to do this, please do, by all > means. An irr directory within fava-investor on a dev branch would be a > great if you already have working code and tests. If not, feel fre

Re: Investment tools for fava

On Monday, March 23, 2020 at 3:40:11 AM UTC+7, Red S wrote: > > One area that is missing in fava today is investment tools. > I wouldn't mind a bit more investment related stuff in the beancount/fava universe. Rebalancing: > >- consider plugging into a rebalancing tool (example1 ><

Re: Investment tools for fava

> If you're interested in contributing code to do this, please do, by all means. An irr directory within fava-investor on a dev branch would be a great if you already have working code and tests. If not, feel free to point me to your code. OK, as soon as work allows, I'll either make my repo pu

Re: Investment tools for fava

> Let us know if you want to continue the conversation here, on fava or on > fava-investor! > > Continuing the conversation here would be great and get more eyes on it. Of course, for specific issues affecting code and lower-level design, feel free to open issues in fava-investor. Thanks for a

Re: Investment tools for fava

> > It would also be good if this could be built in modular fashion so we can > use it as a library for beancount scripting, a cli and as a fava plugin > (should fava-investor be beancount-investor, with a fava plugin?) > I very much agree with the philosophy of library/cli/fava. That's exactly

Re: Investment tools for fava

Great! Reg. IRR, here are the ones I've looked at: 1) https://github.com/hoostus/portfolio-returns - simple, money-weighted 2) https://github.com/beancount/beancount/tree/master/experiments/returns and https://groups.google.com/forum/#!searchin/beancount/%22computing$20investment$20returns%22%7

Re: Investment tools for fava

I've added some comments here: https://github.com/beancount/fava/issues/1082#issuecomment-602310904 Let us know if you want to continue the conversation here, on fava or on fava-investor! Dave -- You received this message because you are subscribed to the Google Groups "Beancount" group. To