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andreasgerstmayr / fava-portfolio-returns

fava-portfolio-returns shows portfolio returns in Fava
GNU General Public License v2.0
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[Feature Request] Asset Allocation #15

Open fdw opened 5 months ago

fdw commented 5 months ago

Would it be possible to show the asset allocation in some way? For example, 50% of all assets (+ liabilities?) are in this investment.

andreasgerstmayr commented 4 months ago

fava-dashboards has an assets dashboard with allocation charts, one per class (cash/stock/fund) and one per allocation (per sector, per market, etc.)

fdw commented 4 months ago

I've seen fava-dashboards already, but it seems overkill for just that one bit of information.

I thought that since the information is already on the Investments page, it would be nice to show it explicitly (maybe even as a bar graph above the table).

But feel free to close the PR if it's not something you want 🙂

andreasgerstmayr commented 4 months ago

I think it'd be a nice addition. I'll leave the issue open, maybe someone is interested in contributing this feature.

fdw commented 4 months ago

Do you have any pointers how to implement it?

andreasgerstmayr commented 3 months ago

I'm not aware of any extra resources, however the beancount and also beanquery sources are exceptionally well written.