Beangrow/Fava track portfolio performance

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Pablo Osers

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Sep 30, 2025, 10:41:47 AM (10 days ago) Sep 30
to Beancount
Hi 

is there a way to configure beangrow to track a portfolio performance only on the deposits/withdrawals of the portfolio? I haven't been able to create the config file to the those cash flows for the IRR calculation.

the following query may be used to get deposits/withdrawals of a specific account regex:

 select date,account,SUM(position)
      where
          account = "Assets:EUR:Investing:IBKR:Cash"
          and not has_account("Income*")
          and not has_account("Expense*")
          and not joinstr(other_accounts) ~ 'Assets:EUR:Investing:IBKR:*'
          and date('2025-01-01') <= date
          and date <= date('2025-05-01')
      order by date

thanks
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