tbm / test

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In exportpf report, add an option to aggregate postings by currency #54

Closed tbm closed 9 years ago

tbm commented 9 years ago

Original report by Martin Blais (Bitbucket: blais, GitHub: blais).


For more detailed tracking, what I'm doing at the moment is a "bean-report exportpf > /tmp/file.ofx" and then import that into Google Finance. It's a bit annoying because I don't have groups of accounts and it requires some manual steps.

Heh. My portfolio still crashes Google Finance for some reason (and gives an unhelpful "Not Found" error). I never bothered to bisect my file to try to pin down the reason. I suspect it would be difficult. (How big is your ofx file? Mine is 960 KB, and the import page takes a long time to load, so I wonder it's just too big. But I'm sure you also have a large file.)

About 88K. Wow you have a lot of holdings.

Something easy could be done to fix that: the export script could be modified to aggregate holdings for the same account + currency at the average cost basis.

tbm commented 9 years ago

Original comment by Martin Blais (Bitbucket: blais, GitHub: blais).


Fixed #54: expanded inferred tolerance to include the SUM of all maximum rounding errors from postings held at cost, not just the maximum.

tbm commented 9 years ago

Original comment by Martin Blais (Bitbucket: blais, GitHub: blais).


I accidentally closed this by making a mistake on the bug number.

tbm commented 9 years ago

Original comment by Martin Blais (Bitbucket: blais, GitHub: blais).


Fixed #54: Added an -c/--aggregate-by-commodity option to exportpf report (for mharris).