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.

Run make dev to start a development server and automatically rebuild the frontend for any changes.

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.