Desired feature list

The goal is to develop a comprehensive set of reports and tools related to investments for fava. This document contains list of potential features that we would like to consider for implementation.

Reports

Asset allocation: By asset class:

port this to fava
Pie chart, hierarchical
- Reference chart
- top level alone chart (to simplify complex portfolios)?
Tax adjusted

Asset allocation: By account:

like the current one

Asset allocation: Tax Treatment:

taxable, tax-deferred, etc.
configure using parent account or metadata

IRR (internal rate of return):

across specified portfolio
drillable down to account-level and holding-leve
advanced: show tax drag (difficult to quantify)

Net worth:

across time (redundant?)
show split of contributions, income (dividends, gains, etc.), and appreciation
- filterable (by account?)
- across arbitrary time periods
- related to IRR above

Savings rate:

absolute number across time
as %age of gross, net

Summary stats:

number of unique funds owned
number of brokerage accounts

Tools

Cash drag analysis:

cash as percentage of portfolio, and where it is

Tax loss harvester:

suck this in

Rebalancing:

consider plugging into a rebalancing tool (example1, example2)