highwire-ai / open-robo-advisor

Open Robo-Advisor is a flexible robo-advisor library written in Python. 🤖
https://blog.highwire.ai
BSD 3-Clause "New" or "Revised" License
42 stars 3 forks source link

Integrate with beancount #13

Open criccomini opened 2 years ago

criccomini commented 2 years ago

ORA's ledger layer is loosely modeled after beancount's. ORA uses the ledger for investments in a similar to manner to the documentation here:

https://beancount.github.io/docs/trading_with_beancount.html

It was always my intent to eventually write a plugin for beancount to allow plaintext accounting users to get ORA suggestions on their portfolios in beancount.

criccomini commented 2 years ago

Other relevant docs:

https://beancount.github.io/docs/calculating_portolio_returns.html https://beancount.github.io/docs/settlement_dates_in_beancount.html https://beancount.github.io/docs/a_proposal_for_an_improvement_on_inventory_booking.html