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portfolio-demo.beancount
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option "title" "Portfolio Demo"
option "operating_currency" "USD"
; plugin "beancount_plugins_xentac.plugins.unrealized_periodic" "Unrealized"
2010-01-01 custom "fava-extension" "fava_classy_portfolio" "[
('account_open_metadata_pattern', ('portfolio', 'uninvested')),
('account_open_metadata_pattern', ('portfolio', 'core')),
]"
include "portfolio-demo-prices.beancount"
2010-01-01 open Assets:Cash
portfolio: "uninvested"
2010-01-01 open Assets:Investments:SPY
portfolio: "core"
2010-01-01 open Assets:Investments:SLYV
portfolio: "core"
2010-01-01 open Assets:Investments:IAU
portfolio: "core"
2010-01-01 open Assets:Investments:VLGSX
portfolio: "core"
2010-01-01 open Assets:Investments:VSBSX
portfolio: "core"
2010-01-01 open Income:Job
2010-01-01 commodity USD
2010-01-01 commodity SPY
name: "SPDR S&P 500 ETF (SPY)"
asset-class: "Stock"
asset-subclass: "US-Total Domestic Market"
price: "USD:yahoo/SPY"
2010-01-01 commodity SLYV
name: "SPDR S&P 600 Small Cap Value ETF (SPY)"
asset-class: "Stock"
asset-subclass: "US-Small Cap Value"
price: "USD:yahoo/SLYV"
2005-01-21 commodity IAU
name: "iShares Gold Trust"
asset-class: "Metals"
asset-subclass: "Gold"
price: "USD:yahoo/IAU"
2010-01-01 commodity VLGSX
name: "Vanguard Long-Term Treasury Index - Admiral Shares"
asset-class: "USTBond - Long-Term"
asset-subclass: "Bonds - Long-Term UST Index"
price: "USD:yahoo/VLGSX"
2010-01-01 commodity VSBSX
name: "Vanguard Short-Term Treasury Index - Admiral Shares"
asset-class: "USTBond - Short-Term"
asset-subclass: "Bonds - Short-Term UST Index"
price: "USD:yahoo/VSBSX"
2019-08-01 * "init"
Assets:Cash 5500 USD
Income:Job
2019-08-31 * ""
Assets:Investments:SPY 2 SPY {294.30 USD}
Assets:Cash
2019-09-03 * ""
Assets:Investments:SPY 1 SPY {290.74 USD}
Assets:Cash
2019-08-31 * ""
Assets:Investments:SLYV 17 SLYV {58.25 USD}
Assets:Cash
2019-08-31 * ""
Assets:Investments:IAU 8 IAU {14.56 USD}
Assets:Cash
2019-08-31 * ""
Assets:Investments:VLGSX 30 VLGSX {30.27 USD}
Assets:Cash
2019-08-31 * ""
Assets:Investments:VSBSX 50 VSBSX {20.35 USD}
Assets:Cash