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[Feature Request] Asset Allocation #15

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fdw opened this issue Apr 1, 2024 · 5 comments
Open

[Feature Request] Asset Allocation #15

fdw opened this issue Apr 1, 2024 · 5 comments
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enhancement New feature or request

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@fdw
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fdw commented Apr 1, 2024

Would it be possible to show the asset allocation in some way? For example, 50% of all assets (+ liabilities?) are in this investment.

@fdw fdw changed the title [Feature Request] [Feature Request] Asset Allocation Apr 1, 2024
@andreasgerstmayr
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fava-dashboards has an assets dashboard with allocation charts, one per class (cash/stock/fund) and one per allocation (per sector, per market, etc.)

@fdw
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fdw commented May 7, 2024

I've seen fava-dashboards already, but it seems overkill for just that one bit of information.

I thought that since the information is already on the Investments page, it would be nice to show it explicitly (maybe even as a bar graph above the table).

But feel free to close the PR if it's not something you want 🙂

@andreasgerstmayr
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I think it'd be a nice addition. I'll leave the issue open, maybe someone is interested in contributing this feature.

@andreasgerstmayr andreasgerstmayr added the enhancement New feature or request label May 9, 2024
@fdw
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fdw commented May 10, 2024

Do you have any pointers how to implement it?

@andreasgerstmayr
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I'm not aware of any extra resources, however the beancount and also beanquery sources are exceptionally well written.

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