simonmichael/hledger
1
1
Fork 0
mirror of https://github.com/simonmichael/hledger.git synced 2024-11-07 21:15:19 +03:00
Code Issues Projects Releases Wiki Activity

doc: explain roi-unrealised.ledger, reference to cookbook

Browse Source
This commit is contained in:
Dmitry Astapov 2021-02-25 23:02:38 +00:00 committed by Simon Michael
parent 7bfbcde627
commit 18623ec287
1 changed files with 30 additions and 2 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

32
examples/roi-unrealised.ledger
View File

@ -1,6 +1,34 @@
; Example from hledger mail list.
; roi usually shows rate of return based on realised gains.
; By adding some fake transactions you can make it show unrealised gains.
; author of the mailing list post wrote: "roi usually shows rate of return based on realised gains.
; By adding some fake transactions you can make it show unrealised gains."
;
; Note that you can record dividends with a three-posting transaction, which will yield simpler account structure:
;
; 2014-12-31 Initial Deposit
; Equity:Opening -722.40
; Assets:Cash
;
; 2014-12-31 Buy Royal Bank of Canada @ 71.74
; Assets:Trading:RY 10 RY @ 71.74
; Assets:Cash -722.40
; Expenses:Fees 5.00
;
; 2015-01-22 0.75 Dividend
; Assets:Cash 7.50
; Assets:Trading:RY 0
; Income:Dividend:RY
;
; 2015-04-21 0.77 Dividend
; Assets:Trading:Cash 7.70
; Assets:Trading:RY 0
; Income:Dividend:RY
;
; and so on. And then ROI could be computed thusly:
;
; hledger -f examples/roi-unrealised.ledger roi --inv Assets:Trading:RY -b 2015-01-01 -e 2019-01-01 --pnl Income --yearly --value=then
;
; See Cookbook -> (Return on Investment) for more info.
comment
$ hledger -f examples/roi-unrealised.ledger roi --inv Assets -b 2015-01-01 -e 2019-01-01 --pnl Income --yearly --value=then