Overview
Financial dashboard for portfolio. View account balances, net worth trends, and income/expense summaries.
Assets
11,720,891.085 INR
Liabilities
0
Income
-2,123,331.11 INR
Expenses
181,993.5 INR
Assets Distribution
Visual representation of portfolio assets composition
Liabilities Distribution
Visual representation of portfolio liabilities composition
Chart is empty.
Cash Flow
Money flow from income sources to expenses and investments
Income vs Expenses
Bar chart comparing total income and expenses for each interval in the selected period.
README.md
Beancount for EPGP17 SAPM Group 3
This is a portfolio tracker built using Beancount, a double-entry accounting system, starting from 01/04/2018
Installation
To set up the environment for running the Beancount file, install the required dependencies using UV:
uv pip install beancount fava requests yfinance
Usage
To run the Beancount file and check for any errors, use the following command:
uv run beancount main.bean
To view the reports and visualizations, use Fava, which is a web interface for Beancount:
uv run fava main.bean