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

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Dmitry Astapov 2021-02-25 23:02:38 +00:00 committed by Simon Michael
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; 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.
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$ hledger -f examples/roi-unrealised.ledger roi --inv Assets -b 2015-01-01 -e 2019-01-01 --pnl Income --yearly --value=then