From 50ad21872d94006cb7fc56a6675e221a5efe3baf Mon Sep 17 00:00:00 2001 From: Red S Date: Thu, 4 Jan 2024 16:22:57 -0800 Subject: [PATCH] doc: asset_alloc Based on: https://groups.google.com/g/beancount/c/CxRHAX5tLA8 --- .../modules/assetalloc_class/README.md | 23 +++++++++++++++++-- 1 file changed, 21 insertions(+), 2 deletions(-) diff --git a/fava_investor/modules/assetalloc_class/README.md b/fava_investor/modules/assetalloc_class/README.md index c540cfd..73c739c 100644 --- a/fava_investor/modules/assetalloc_class/README.md +++ b/fava_investor/modules/assetalloc_class/README.md @@ -1,8 +1,8 @@ # Asset Allocation Understanding the asset allocation of a portfolio is important. This module reports your -current portfolio's asset allocation, to an arbitrary asset class hierarchy and depth of -your choice. +current portfolio's asset allocation, based on an arbitrary asset class hierarchy and +depth of your choice. ## Installation A Fava extension, a Beancount command line client, and a library are all included. @@ -16,6 +16,25 @@ The command line client also uses the same Fava configuration shown below. ## Configuration +Price entries are needed in order for this plugin to determine the market value of the +commodities you hold. For accuracy, it helps to have recent price entries for each +commodity you own. + +You probably also want to add this plugin to your Beancount ledger to help: + +``` +plugin "beancount.plugins.implicit_prices" +``` + +Accounts with negative balances are skipped with this message: + +``` +Warning: skipping negative balance +``` + +These are probably liabilities and are not considered by this plugin. + + ### Multi-currency portfolios This module supports multiple currencies. See #32 on how to configure your input correctly.