This is a Fava extension to display a grouped portfolio view in Fava for a set of Beancount accounts.

Overview

Fava Portfolio Summary

This is a Fava extension to display a grouped portfolio view in Fava for a set of Beancount accounts.

It can also calculate MWRR (Money-Weighted Rate of Return) or TWRR (Time-Weighted Rate of Return)

The display is similar to the Balance Sheet in Fava, however it allows grouping accounts, and calculating partial balances.

The MWRR (and especially TWRR) calculations can be very slow to calculate. By default, MWRR is enabled, and TWRR is disabled

Screenshot

Configuration

In the beancount file, configure via:

2000-01-01 custom "fava-extension" "portfolio_summary" "{
    'metadata-key': 'portfolio',
    'account-groups': (
        { 'name': 'cash', 'mwr': False },
        'investment',
        'retirement-pretax',
        'retirement-roth'),
    'internal': (
      '.*:PnL',
      'Income:Investments:Dividends',
      'Income:Bank:Interest'),
    'mwr': 'children',
    'twr': False,
    }"
  • metadata-key: Name of key used to group accounts
  • account-groups: Either a string or a dictionary with the name key identifying the name of the group
    • If specified as a dictionary, the ineternal, mwr and twr keys can be specied on a per-group basis
  • internal (optional): List of regex patterns denoting 'internal' accounts that should be ignored for cash-flow purposes during MWRR/TWRR calculation. More information about selecting internal accounts can be found here
  • mwr (optional): Enable MWRR calculation for all accounts (can be overridden at the group level). Possible values: (True, False, 'children') Defaults to True
  • twr (optional): Enable TWRR calculation for all accounts (can be overridden at the group level). Possible values: (True, False, 'children') Defaults to False

Additionally each top-level account (that is to be displayed) needs to be marked with the appropriate group:

2000-01-01 open Assets:Investments:Fidelity401k:PreTax
  portfolio: "retirement-pretax"

For each top level account, all transactions of the account and any child accounts will be considered (I.e. for the example above, Assets:Investments:Fidelity401k:PreTax and any accouunt matching Assets:Investments:Fidelity401k:PreTax:.* will be summarized)

Related Projects

Project in which we modelise an Among Us problem using graph theories.

Python-AmongUsProblem Project in which we modelise an Among Us problem using graph theories. The rules are as following: Total of 100 players 10 playe

Gabriel Shenouda 1 Feb 09, 2022
Voldemort's Python import helper

importmagician Voldemort's Python import helper pip install importmagician Import from uninstalled Python directories Say you have a directory (relat

Zhengyang Feng 4 Mar 09, 2022
A free micro-blog written in Python and powered by Heroku. *Merge requests are appreciated!*

Background Hobo is an ultra-lightweight blog engine written in Python. It has two dependencies, fully integrated into the codebase with no additional

Andrew Nelder 48 Jan 28, 2021
Battle-Ship - Python-console battle ship

Battle-Ship this SHOULD work in lenux(if i spelled it wrong spam issues till I fix it) the thing that maby wont work is where it clears the screen the

pl608 2 Jan 06, 2022
Glyph Metadata Palette

This plugin for Glyphs3 allows you to associate arbitrary structured metadata to each glyph in your font.

Simon Cozens 4 Jan 26, 2022
Template for pre-commit hooks

Pre-commit hook template This repo is a template for a pre-commit hook. Try it out by running: pre-commit try-repo https://github.com/stefsmeets/pre-c

Stef Smeets 1 Dec 09, 2021
Flask-built web application that simulates a time and cost calculator for charging Electric Vehicles.

ev_charging_calculator Flask-built web application that simulates a time and cost calculator for charging Electric Vehicles. The project aims to simul

1 Nov 03, 2021
Class XII computer science project.

Computer Science Project — Class XII Kshitij Srivastava (XI – A) Introduction The aim of this project is to create a fully operational system for a me

Kshitij Srivastava 2 Jul 21, 2022
UniPD exam dates finder

UniPD exam dates finder Find dates for exams at UniPD Usage ./finder.py courses.csv It's suggested to save output to a file: ./finder.py courses.csv

Davide Peressoni 1 Jan 25, 2022
プレヤフHackUチーム「キャット・タン」が作成したアプリ「illustection」

cat_tongue_illustection プレヤフHackUチーム「キャット・タン」が作成した, プライバシー保護アプリ「illustection」です! デモ動画 https://youtu.be/z3I7LuB_i58 機能 アップロードされた画像をいい感じのイラストやの素材に置き換える(

4 Jul 03, 2021
Advanced IPv4 Subnet Calculator in Python3

Advanced IPv4 Subnet Calculator in Python3 Table of Contents Getting Started Installation How it works? SVI Configuration Template Previews Getting St

Osama Abbas 1 May 10, 2022
A general-purpose wallet generator, for supported coins only

2gen A general-purpose generator for keys. Designed for all cryptocurrencies supporting the Bitcoin format of keys and addresses. Functions To enable

Vlad Usatii 1 Jan 12, 2022
Magenta: Music and Art Generation with Machine Intelligence

Magenta is a research project exploring the role of machine learning in the process of creating art and music. Primarily this involves developing new

Magenta 18.1k Jan 05, 2023
Library support get vocabulary from MEM

Features: Support scraping the courses in MEM to take the vocabulary Translate the words to your own language Get the IPA for the English course Insta

Joseph Quang 4 Aug 13, 2022
CaskDB is a disk-based, embedded, persistent, key-value store based on the Riak's bitcask paper, written in Python.

CaskDB - Disk based Log Structured Hash Table Store CaskDB is a disk-based, embedded, persistent, key-value store based on the Riak's bitcask paper, w

886 Dec 27, 2022
Webcash is an experimental e-cash (electronic cash)

Webcash Webcash is an experimental new electronic cash ("e-cash") that enables decentralized and instant payments to anyone, anywhere in the world. Us

Mark Friedenbach 0 Feb 26, 2022
Esercizi di Python svolti per il biennio di Tecnologie Informatiche.

Esercizi di Python Un piccolo aiuto per Sofia che nel 2° quadrimestre inizierà Python :) Questo repository (termine tecnico di Git) puoi trovare tutti

Leonardo Essam Dei Rossi 2 Nov 07, 2022
Python Service for MISP Feed Management

Python Service for MISP Feed Management This set of scripts is designed to offer better reliability and more control over the fetching of feeds into M

Chris 7 Aug 24, 2022
Aevsploit İçin Destekde Bulun Papara: 1427113016

Aevsploit İçin Destekde Bulun Papara: 1427113016 Toolu Geliştirmek İçin Fikirlerinizi Bekliyorum Telegram

9 Jun 07, 2022
Minimal, super readable string pattern matching for python.

simplematch Minimal, super readable string pattern matching for python. import simplematch simplematch.match("He* {planet}!", "Hello World!") {"p

Thomas Feldmann 147 Dec 01, 2022