roll call - investment addons working with Beancount 3

[Stefano Zacchiroli]

Hello beancounters, after switching to Beancount 3 I'm reassessing which
investment addons for Beancount/Fava to use and I'm finding that a
number of them are currently incompatible with Beancount 3.

Here is an incomplete list, with compatibility notes for the ones I've
recently tested myself:

- Beangrow -> OK
- Fava Classy Portfolio -> ?
- Fava Investor (reds) -> incompatible with v3 (https://github.com/redstreet/fava_investor/issues/97)
- Fava Portfolio Returns -> ?
- Fava Portfolio Summary -> OK
- beancount_portfolio_allocation -> ?
- portfolio-returns (hoostus) -> ?

If you use any of those marked with "?", can you chime to let us know
how are they doing w.r.t. Beancount 3? Feel free to also add others
that I'm sure I've missed. I'll post an updated list/summary in a
couple of weeks.

TIA,
Cheers
--
Stefano Zacchiroli . za...@upsilon.cc . https://upsilon.cc/zack _. ^ ._
Full professor of Computer Science o o o \/|V|\/
Télécom Paris, Polytechnic Institute of Paris o o o </> <\>
Co-founder & CSO Software Heritage o o o o /\|^|/\
Mastodon: https://mastodon.xyz/@zacchiro '" V "'

[fin]

Stefano Zacchiroli wrote:
> Hello beancounters, after switching to Beancount 3 I'm reassessing which
> investment addons for Beancount/Fava to use and I'm finding that a
> number of them are currently incompatible with Beancount 3.
>
> Here is an incomplete list, with compatibility notes for the ones I've
> recently tested myself:
>
> - Beangrow -> OK

...

As noted in my previous posts about export.py - it is
referenced from the Beangrow docs, but it is older code
and doesn't run in either 2 or 3 as is without modifications.

So far I have just taken that program and "adjusted it"
:) to run, but I do not strive in my own version to keep
it compatible with the existing code. If someone who
understands what that program is supposed to do cares to
fix it that would at least remove one issue for others
to stumble across.

I don't use fava so I cannot comment there.

I do use some addons but have not noticed any misbehaving
for v3.


fin

[Red S]

- Fava Investor (reds) -> incompatible with v3 (https://github.com/redstreet/fava_investor/issues/97)

All done, latest release was a few minutes ago and is now compatible with Beancount v3 and Fava 1.30 on command line, library, and as a Fava plugin. Thanks for calling attention to this and compiling this list!

[Andreas Gerstmayr]

Am 18.01.25 um 11:09 schrieb Stefano Zacchiroli:

> - Fava Portfolio Returns -> ?

Works fine with Beancount 3, I recently upgraded to Beancount 3 myself.

The latest version also added more interactivity, multiple new pages and
charts. Let me know if you encounter any issues.


Cheers,
Andreas

[Mariano Draghi]

Oh! Kudos for the redesign Andreas!

I've just updated the plugin, the new charts and tabs look really nice, and useful.

Cheers!

[Damien R.]

As it seems most of these plugins are based on beangrow, I'm (slightly) hijacking this thread to ask if people noticed deviations from computed returns with beangrow vs. returns reported by fund managers, especially in the case where dividends are reinvested immediately and don't go through a "cash" phase.

For instance, this transaction is not considered as dividend by beangrow and hence fund performance are reduced because of that:

2023-09-26 * "REINVEST - DIV - DIVIDEND REINVESTMENT"

  Assets:US:Vanguard:Roth:VTI 0.817 VTI {212.9008 USD}

  Income:US:Vanguard:Roth:Dividends:VTI -173.94 USD

If you have reinvested dividends and use beangrow to compute returns, please check that the numbers you get make sense. I made a pull request in beangrow to address that issue:

https://github.com/beancount/beangrow/pull/31