Fava Investor

Fava Investor aims to be a comprehensive set of reports, analyses, and tools for investments, for Beancount and Fava (software for plain text, double entry bookkeeping). It is developed as a collection of modules, with each module offering a Fava plugin, a Beancount library, and a shell command.

Current modules:

• Visual, tree structured asset allocation by class
• Asset allocation by account
• Tax loss harvestor
• Cash drag analysis
• Summarizer
• Gains minimizer

Demo

Play with the live demo at pythonanywhere.

Screenshots (dated):

Utilities

Fava Investor ships with ticker-util, which is a collection of utilities for:

• downloading information from Yahoo for commodities (tickers), and annotating your commodity declarations with metadata
• discovering relationships between tickers in your Beancount file, such as equivalent and substantially identical tickers, and tax loss harvesting partner groups, from a minimal and incomplete specification
• providing ISIN an other ticker identifying information to your importers

For more, install fava_investor via pip, and then see:

ticker-util --help
ticker-util relate --help

Installation

pip3 install fava-investor

Or to install the bleeding edge version from git:

pip3 install git+https://github.com/redstreet/fava_investor

See #55 for MacOS installation.

Note the latest version of Fava Investor is compatible with both Beancount v2 and v3.

Running Fava Investor

Running in Fava:

Add this to your beancount source, and start up fava as usual:

2000-01-01 custom "fava-extension" "fava_investor" "{}"

You should now see an 'Investor' link in the sidebar in fava. For more on how to configure the extension, see the included huge-example.beancount.

Running on the Command-Line:

The command line interface (CLI) is accessed using the investor command, which has subcommands for each module. Eg:

investor assetalloc-class
investor tlh
investor --help

Both the CLI and the utility (ticker-util) use click. See here to enable shell completion in zsh, bash, or fish, which is highly recommended.

Problems?

• Monitor the terminal you are running fava from to look for error output from fava_investor
• Include the error messages you see above when opening bug reports or asking for help

Contributing

Features, fixes, and improvements welcome. Remember:

• Feel free to send send pull requests. Please include unit tests
• For larger changes or changes that might need discussion, please reach out and discuss first to save time (open an issue)
• Please squash your commits (reasonably)
• Use conventional commits for commit messages

Thank you for contributing!

Related Projects

• Fava Dashboards
• Fava Portfolio Returns
• Beangrow