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 to compile the frontend. The compiled and bundled frontend will be placed in fava_portfolio_returns/templates/PortfolioReturns.html.
You can run make watch 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 any calculation changes or additions in the beangrow repository, and any user interface changes in this repository.
Related Projects
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.