Re: Watch out for Copilot

That's a good callout. Account numbers, transactions, and current balances could be used as a way to prove identity when calling the institution as well. I didn't consider this initially. Thanks for the callout. On Thursday, November 28, 2024 at 10:33:08 PM UTC-5 Red S wrote: > It's more than

Re: OFX - not worth the time investment?

On Thursday, November 28, 2024 at 10:45:51 PM UTC-5 Red S wrote: Unfortunately, I've never used or tried Fava for imports. Perhaps others on this list might know. Fava works pretty well with the beancount_reds_importers framework, for the

Re: Have had positive returns, need help understanding why beangrow shows -100% IRR

Hi Eric, Applying this patch should help. It uses XIRR from this library . It certainly resolves your test case, and works on several accounts of mine (but not all). However, I’ve barely tested it, and there are cases where it might not wo

Re: Watch out for Copilot

I see, it's more of a comfortability level thing. I can understand why that would make someone a little apprehensive. I haven't played around with local models before, but I should check them out – Thanks for the suggestion. I've got everything virtualized on a HP ProLiant DL360p Gen8, so no g

Re: OFX - not worth the time investment?

On Sunday, October 13, 2024 at 2:42:15 PM UTC-4 Red S wrote: One of the benefits of OFX is being able to reduce manual download time by including all accounts in a single file. To that end, is it possible to configure beancount to use the same statement file for multiple accounts? Yes, of cou

Re: Watch out for Copilot

It's more than just a comfort thing IMHO: I'd be concerned about putting my account numbers, transactions, and current positions and balances out there, and open myself up to phishing attacks. I'd personally highly caution anyone against feeding their statements to GPT online for the same reaso

Re: Have had positive returns, need help understanding why beangrow shows -100% IRR

Thanks to everyone for input in this thread! Thanks Red for the code change! I'll try that later today and over a few weeks. If it doesn't work for all of my trades I'll see if I can refine it further. Another question: Given that there are some bugs in the beangrow code and it is not activel

Re: Have had positive returns, need help understanding why beangrow shows -100% IRR

On Thursday, November 28, 2024 at 1:07:03 PM UTC-8 Eric Morgan wrote: Thanks to everyone for input in this thread! Thanks Red for the code change! I'll try that later today and over a few weeks. If it doesn't work for all of my trades I'll see if I can refine it further. Another question: Given

Re: OFX - not worth the time investment?

On Thursday, November 28, 2024 at 2:56:22 PM UTC-8 groa...@gmail.com wrote: On Sunday, October 13, 2024 at 2:42:15 PM UTC-4 Red S wrote: One of the benefits of OFX is being able to reduce manual download time by including all accounts in a single file. To that end, is it possible to configure b

Re: Watch out for Copilot

I was actually thinking about making an importer that sends transaction statements to chatgpt and extracts the information in beancount format. It's amazing at parsing pdfs and csv files, and unlike institution specific importers you'd never have to worry about the institution making format cha

Re: Have had positive returns, need help understanding why beangrow shows -100% IRR

Thanks to everyone for input in this thread! Thanks Red for the code change! I'll try that later today and over a few weeks. If it doesn't work for all of my trades I'll see if I can refine it further. Another question: Given that there are some bugs in the beangrow code and it is not actively

Re: Watch out for Copilot

On Thu, Nov 28, 2024 at 4:00 PM Gary Roach wrote: > I was actually thinking about making an importer that sends transaction > statements to chatgpt and extracts the information in beancount format. > It's amazing at parsing pdfs and csv files, and unlike institution specific > importers you'd nev