Interest rate calculation

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Renato Candido

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Jun 6, 2017, 9:28:39 PM6/6/17
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Is it possible to calculate the interest rate for an investment account, considering a time period?

For example, we could have an account that have some deposits and withdraws but also have some revenue (like an investment fund). Using this information considering some period of time, it is possible to calculate the practical monthly or annual interest rate.

Is this calculation implemented in beancount? This would be useful to compare different investments funds, for example.


Thanks!

Renato.


Martin Blais

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Jun 6, 2017, 11:11:59 PM6/6/17
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Hi Renato,
A while back I made an attempt at generalizing this calculation, with the intent to compute time-weighted and money-weighted returns on all my accounts.

The thing is, I hit a bunch of snags on my own existing data, and eventually decided to start rewriting it as simpler timeline of cash flows intending to write routines to combine those together. Surely I made this way more complicated that it needs to be. I never completed it. 

Here's the code:

I'd like to finish this eventually.




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Renato Candido

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Jun 8, 2017, 9:37:18 AM6/8/17
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I'll take a look.

Thanks!

Renato.

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