معرفی شرکت ها


beancount-portfolio-allocation-0.3.0


Card image cap
تبلیغات ما

مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.

مشاهده بیشتر
Card image cap
تبلیغات ما

مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.

مشاهده بیشتر
Card image cap
تبلیغات ما

مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.

مشاهده بیشتر
Card image cap
تبلیغات ما

مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.

مشاهده بیشتر
Card image cap
تبلیغات ما

مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.

مشاهده بیشتر

توضیحات

Beancount portfolio allocation report
ویژگی مقدار
سیستم عامل -
نام فایل beancount-portfolio-allocation-0.3.0
نام beancount-portfolio-allocation
نسخه کتابخانه 0.3.0
نگهدارنده []
ایمیل نگهدارنده []
نویسنده Ghislain Bourgeois
ایمیل نویسنده ghislain.bourgeois@gmail.com
آدرس صفحه اصلی https://github.com/ghislainbourgeois/beancount_portfolio_allocation/
آدرس اینترنتی https://pypi.org/project/beancount-portfolio-allocation/
مجوز GPLv2
beancount_portfolio_allocation ============================== Reports on portfolio asset allocations in beancount. Useful for risk analysis and for rebalancing purposes. [![Build Status](https://travis-ci.org/ghislainbourgeois/beancount_portfolio_allocation.svg?branch=master)](http://travis-ci.org/ghislainbourgeois/beancount_portfolio_allocation) [![Coverage Status](https://coveralls.io/repos/github/ghislainbourgeois/beancount_portfolio_allocation/badge.svg?branch=master)](https://coveralls.io/github/ghislainbourgeois/beancount_portfolio_allocation?branch=master) Installation ------------ ### From source ```bash $ python3 setup.py install ``` ### PIP ```bash $ pip install beancount_portfolio_allocation ``` Usage ----- ```text usage: Report on portfolio asset classes allocation vs targets. [-h] --portfolio PORTFOLIO bean positional arguments: bean Path to the beancount file. optional arguments: -h, --help show this help message and exit --portfolio PORTFOLIO Name of portfolio to report on ``` ### Example ```bash $ bean-portfolio-allocation-report ledger.beancount --portfolio pension CASH ==== Subclass Market Value Percentage Target % Difference ---------- -------------- ------------ ---------- ------------ cash 380.00 19.00 0.00 -380.00 EQUITY ====== Subclass Market Value Percentage Target % Difference ---------- -------------- ------------ ---------- ------------ ca-stock 700.00 35.00 30.00 -100.00 us-stock 600.00 30.00 30.00 0.00 FIXED ===== Subclass Market Value Percentage Target % Difference ---------- -------------- ------------ ---------- ------------ ca-bond 320.00 16.00 40.00 480.00 ``` Prerequisites ------------- Before running this tool, your beancount files will need some additional metadata to help it do its job. ### Commodities All the commodities/currency you want to track will need to have the `asset-class` and `asset-subclass` metadata strings filled in. The actual values are up to you. Here are some examples: ```beancount 1867-01-01 commodity CAD asset-class: "cash" asset-subclass: "cash" 1986-03-13 commodity MSFT asset-class: "equity" asset-subclass: "us-stock" 1977-01-03 commodity AAPL asset-class: "equity" asset-subclass: "us-stock" 2007-04-04 commodity VAB asset-class: "fixed-income" asset-subclass: "ca-bond" ``` You will also need valid price directives for all commodities held at cost and at least one 'operating_currency' option defined. The values in the report will all be converted to the first 'operating_currency' defined. A future version will offer a way to specify the currency to use for reporting. ### Accounts Accounts need to be part of a specific portfolio to track. Only one portfolio is supported by account, but you can have multiple portfolios over multiple accounts: ```beancount 2000-01-01 open Assets:CA:Employer:PensionPlan portfolio: "pension" 2000-01-01 open Assets:CA:Questrade:RRSP portfolio: "pension" 2000-01-01 open Assets:CA:Questrade:Trading portfolio: "day-trading" ``` #### Cash Based Accounts It is possible to specify `asset-class` and `asset-subclasse` or accounts that are reported as a cash-value, but are backed by specific asset classes. This is use in particular for managed retirement accounts. ```beancount 2000-01-01 open Assets:CA:Employer:PensionPlan portfolio: "pension" asset-class: "fixed-income" asset-subclass: "ca-bond" ``` ### Target allocations You can currently define your target allocation percentages for different asset subclasses in a portfolio using custom directives. There can currently be only one directive for the same portfolio and asset subclass. Missing allocation targets will be assumed to be 0%. An example 60/40 portfolio target might look like this (*NOT* a financial advice): ```beancount 2018-06-14 custom "allocation" "pension" "ca-stock" 30 2018-06-14 custom "allocation" "pension" "us-stock" 30 2018-06-14 custom "allocation" "pension" "ca-bond" 40 ```


نیازمندی

مقدار نام
>=2.1.2 beancount
- tabulate


نحوه نصب


نصب پکیج whl beancount-portfolio-allocation-0.3.0:

    pip install beancount-portfolio-allocation-0.3.0.whl


نصب پکیج tar.gz beancount-portfolio-allocation-0.3.0:

    pip install beancount-portfolio-allocation-0.3.0.tar.gz