Fava Portfolio Returns

fava-portfolio-returns shows portfolio returns in the Fava web interface. It leverages beangrow to calculate the portfolio returns.

Installation

pip install git+https://github.com/andreasgerstmayr/fava-portfolio-returns.git

Usage

Please setup beangrow first, using this guide: https://beancount.github.io/docs/calculating_portolio_returns.html.

Enable this plugin in Fava by adding the following lines to your ledger:

2010-01-01 custom "fava-extension" "fava_portfolio_returns" "{
  'beangrow_config': 'beangrow.pbtxt',
}"

View Example Ledger

cd example; fava example.beancount

Building from Source

Run make build-js to compile the frontend. The compiled and bundled code will be placed in src/fava_portfolio_returns/FavaPortfolioReturns.js.

You can run make watch-js to automatically rebuild the frontend for any changes.

Contributing

The goal of this Fava extension is to display beangrow reports in the browser. Please implement calculation changes or additions in the beangrow repository, and any user interface changes in this repository.

Related Projects

• Fava Portfolio Summary
• Fava Classy Portfolio
• Fava Investor
• Fava Dashboards

Acknowledgements

Thanks to Martin Blais and all contributors of beancount and beangrow, Jakob Schnitzer, Dominik Aumayr and all contributors of Fava, and to all contributors of Apache ECharts.