fava-investor 0.2.4

Fava extension and beancount libraries for investing

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 Beancount based CLI (command line interface).

Interactivity and visualization are key for investing reports and tools, and hence the primary focus is on Fava, even though all modules will aim to have all three interfaces.

Current modules:

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

More modules including investment performance are in development.

Installation via pip

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:

pip3 install beancount fava fava-investor

on a fresh Big Sur installation is reported to work.

Running fava_investor

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.

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