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fava-investor-0.5.0
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مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.
مشاهده بیشتر
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
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 بیشترتوضیحات
Fava extension and beancount libraries for investing
| ویژگی | مقدار |
|---|---|
| سیستم عامل | - |
| نام فایل | fava-investor-0.5.0 |
| نام | fava-investor |
| نسخه کتابخانه | 0.5.0 |
| نگهدارنده | [] |
| ایمیل نگهدارنده | [] |
| نویسنده | Red S |
| ایمیل نویسنده | redstreet@users.noreply.github.com |
| آدرس صفحه اصلی | https://github.com/redstreet/fava_investor |
| آدرس اینترنتی | https://pypi.org/project/fava-investor/ |
| مجوز | GPL-3.0 |
# Fava Investor
Fava Investor aims to be a comprehensive set of reports, analyses, and tools for
investments, for [Beancount](https://beancount.github.io/) and
[Fava](https://github.com/beancount/fava) (software for
[plain text, double entry bookkeeping](https://plaintextaccounting.org/)). It is developed as a
collection of modules, with each module offering a Fava plugin, a Beancount library, and
a shell command.
Interactivity and visualization are key for investing reports and tools, and hence the
primary focus is on Fava, even though all modules will have all three interfaces.
### Current modules:
- [Visual, tree structured asset allocation by class](https://github.com/redstreet/fava_investor/tree/main/fava_investor/modules/assetalloc_class#readme)
- Asset allocation by account
- [Tax loss harvestor](https://github.com/redstreet/fava_investor/tree/main/fava_investor/modules/tlh#readme)
- [Cash drag analysis](https://github.com/redstreet/fava_investor/tree/main/fava_investor/modules/cashdrag#readme)
- [Summarizer](https://github.com/redstreet/fava_investor/tree/main/fava_investor/modules/summarizer#readme)
### Demo
***Play with the live demo at
[pythonanywhere](http://favainvestor.pythonanywhere.com/example-beancount-file/extension/Investor/)***.
#### Screenshots (dated):
### Utilities
Fava Investor ships with `ticker-util`, which is a collection of utilities for:
- downloading information from Yahoo for commodities (tickers), and annotating your
commodity declarations with metadata
- discovering relationships between tickers in your Beancount file, such as equivalent
and substantially identical tickers, and tax loss harvesting partner groups, from a
minimal and incomplete specification
- providing ISIN an other ticker identifying information to your importers
For more, install fava_investor via pip, and then see:
```
ticker-util --help
ticker-util relate --help
```
## Installation via pip
```bash
pip3 install fava-investor
```
Or to install the bleeding edge version from git:
```bash
pip3 install git+https://github.com/redstreet/fava_investor
```
See [#55](https://github.com/redstreet/fava_investor/issues/55) for MacOS installation.
## Running Fava Investor
### Running in Fava:
Add this to your beancount source, and start up fava as usual:
```
2000-01-01 custom "fava-extension" "fava_investor" "{}"
```
You should now see an 'Investor' link in the sidebar in fava. For more on how to
configure the extension, see the included `huge-example.beancount`.
### Running on the Command-Line:
The command line interface (CLI) is accessed using the `investor` command, which has
subcommands for each module. Eg:
```
investor assetalloc-class
investor tlh
investor --help
```
Both the CLI and the utility (`ticker-util`) use [click](https://click.palletsprojects.com/en/8.1.x/).
[See here](https://click.palletsprojects.com/en/8.1.x/shell-completion/#enabling-completion)
to enable shell completion in zsh, bash, or fish, which is highly recommended.
## Problems?
- Monitor the terminal you are running fava from to look for error output from
fava_investor
- Include the error messages you see above when opening bug reports or asking for help
نیازمندی
| مقدار | نام |
|---|---|
| >=7.0 | Click |
| >=2.3.2 | beancount |
| >=1.0.1 | click-aliases |
| >=1.23 | fava |
| >=20.3 | packaging |
| >=2.8.1 | python-dateutil |
| >=0.8.9 | tabulate |
| >=0.1.70 | yfinance |
نحوه نصب
نصب پکیج whl fava-investor-0.5.0:
pip install fava-investor-0.5.0.whl
نصب پکیج tar.gz fava-investor-0.5.0:
pip install fava-investor-0.5.0.tar.gz