Any chart in the beancount ecosystem that shows monthly value of investment?

28 views
Skip to first unread message

Eric Morgan

unread,
Mar 3, 2026, 8:54:35 AM (3 days ago) Mar 3
to Beancount
I have exported AMZN transaction to beancount and daily prices.

Here is an example of a transaction

2025-06-20 * "BUY 19 AMZN @ 211.1 USD"
  Assets:Broker:IBKR:***:Stocks:AMZN  19.0 AMZN @ 211.1 USD
  Expenses:Broker:IBKR:***:Commissions:USD  0.046313878 USD
  Assets:Broker:IBKR:***:Cash:USD  -4010.946313878 USD

Here is an example of prices

2026-01-07 price AMZN 241.55999755859375 USD
2026-01-08 price AMZN 246.2899932861328 USD
2026-01-09 price AMZN 247.3800048828125 USD

The chat in the screenshot shows the value of assets only at dates where there are transactions. I was hoping that "Converted to USD" and "Monthly" would show monthly values in USD.

Is there any chart in the beancount ecosystem (including beangrow) I can use to show monthly updated asset values?
2026-03-03_144521_selection.png

Vasily M

unread,
Mar 3, 2026, 4:53:23 PM (3 days ago) Mar 3
to Beancount
Hi,
There was recent relevant discussion here: https://groups.google.com/g/beancount/c/PX6AY4H6LyI
But if you want detailed analysis specifically related to investments, I'd recommend to also check out the https://github.com/andreasgerstmayr/fava-portfolio-returns/ plugin. That includes the charts you mentioned out of the box.
Reply all
Reply to author
Forward
0 new messages