fava-portfolio-returns 2.7.0

fava-portfolio-returns shows portfolio returns in Fava

Fava Portfolio Returns

fava-portfolio-returns shows portfolio returns in the Fava web interface. It leverages beangrow to categorize transactions and calculate the portfolio returns of a beancount ledger.

More screenshots

Installation

pip install fava-portfolio-returns

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'
}"

Configuration

The plugin supports the following configuration options:

2010-01-01 custom "fava-extension" "fava_portfolio_returns" "{
  'beangrow_config': 'beangrow.pbtxt',
  'beangrow_debug_dir': 'path/to/debug/directory',
  'pnl_color_scheme': 'green-red',
  'language': 'en',
  'locale': 'en',
}"

Available options for pnl_color_scheme:

• green-red: Green for profits, red for losses
• red-green: Red for profits, green for losses

The default value is automatically selected based on the browser's locale: Chinese and Japanese regions use red-green by default, all other regions use green-red.

View Example Ledger

cd example; fava example.beancount

Contributing

This plugin consists of a Python backend and a React frontend.

Install uv and Node.js 22, run make deps to install the dependencies, and make dev to run the Fava dev server with auto-rebuild.

Before submitting a PR, please run make build to build the frontend in production mode, and add the compiled frontend to the PR.

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.