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[Feature Request] Asset Allocation

Open fdw opened this issue 1 year ago • 5 comments

Would it be possible to show the asset allocation in some way? For example, 50% of all assets (+ liabilities?) are in this investment.

fdw avatar Apr 01 '24 11:04 fdw

fava-dashboards has an assets dashboard with allocation charts, one per class (cash/stock/fund) and one per allocation (per sector, per market, etc.)

andreasgerstmayr avatar May 06 '24 21:05 andreasgerstmayr

I've seen fava-dashboards already, but it seems overkill for just that one bit of information.

I thought that since the information is already on the Investments page, it would be nice to show it explicitly (maybe even as a bar graph above the table).

But feel free to close the PR if it's not something you want 🙂

fdw avatar May 07 '24 16:05 fdw

I think it'd be a nice addition. I'll leave the issue open, maybe someone is interested in contributing this feature.

andreasgerstmayr avatar May 09 '24 22:05 andreasgerstmayr

Do you have any pointers how to implement it?

fdw avatar May 10 '24 17:05 fdw

I'm not aware of any extra resources, however the beancount and also beanquery sources are exceptionally well written.

andreasgerstmayr avatar May 25 '24 14:05 andreasgerstmayr