how to generate daily investments pnl report?

[Joseph Li]

Hi Everybody,

I'm new to beancount, and I find the accouting tool fascinating.It helps me to keep track of my expenses and income well.

I'm currently learn to deal with my investments, mainly funds and etfs. I've learned how to get a position report of one specific day. But have no idea how to get my investments performance time series.  For example, i need a daily time series including the following columns:

- date

- fund

- position

- market value

- daily pnl - realized

- daily pnl - unrealized

- daily return

how to realize this ? Thanks!

[Martin Blais]

Look at beangrow

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[Joseph Li]

The beangrow manual is too simplified. I don't get the idea how to run the plugin. The CLI command beangrow does not exist. is there more detailed hands-on details on how to run the  scripts? 

Thanks. Regards

Martin Blais <bl...@furius.ca> 于2025年1月10日周五 16:59写道：

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[Joseph Li]

Hi Martin,

I have found how to run the code. but there is a error message:

TypeError: Descriptors cannot be created directly.
If this call came from a _pb2.py file, your generated code is out of date and must be regenerated with protoc >= 3.19.0.
If you cannot immediately regenerate your protos, some other possible workarounds are:
 1. Downgrade the protobuf package to 3.20.x or lower.
 2. Set PROTOCOL_BUFFERS_PYTHON_IMPLEMENTATION=python (but this will use pure-Python parsing and will be much slower).

Currently my python package info:

protobuf                  5.29.2

is there any package out of date in the beangrow scripts? How to solve this problem? 

Thanks. Regards

Martin Blais <bl...@furius.ca> 于2025年1月10日周五 16:59写道：

Look at beangrow

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[Martin Blais]

Probably a version mismatch of some sort.

I'm not sure.

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