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Fava Portfolio Returns

Continuous Integration Open in Dev Containers

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

Portfolio Performance Returns Dividends Cash Flows Groups

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

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.