Generating PnL tax docs with beancount v3

[Eric Altendorf]

I'm working with v3, and it seems that bean-report, bean-web, and Fava are all v2 only.  bean-query works with v3, so I think that means that instead of taking an existing high-level reporting framework and adapting it to my needs, I am probably going to be working bottom-up building BQL queries.

Fortunately I don't think what I want to do is so complex.  Mostly I need to report gains and losses for each asset sale, bucketed into short and long term, grouped by tax year.  The main complication is that I really want to produce a report which:

(1) contains the information needed to validate correct PnL computation, i.e. lot bookings  that show cost, snapshots of lot inventories, etc., and

(2) will remain human-readable with hundreds of transactions and hundred-lot inventories

The docs at https://beancount.github.io/docs/beancount_query_language.html are very good and I can probably work this out myself, but if anyone has any recipes or recommendations, or alternatives to consider, I'd love to hear.

thanks,

eric