Conversion
In most reports in Fava, a conversion can be selected with the select dropdown
at the top of the chart. These conversions will use the prices defined in the
Beancount file, so these should defined manually or by some plugin (using
beancount.plugins.implicit_prices
is recommend to get prices for all costs in
the Beancount file).
- "At Cost" - Show all inventories at cost, e.g., a position of
10 STOCK {4 USD}
would be converted to40 USD
. - "At Market Value" - Show all inventories at their current market value, that
is, convert to the cost currency at the current price. E.g., a position of
10 STOCK {4 USD}
would be converted to50 USD
if the current price ofSTOCK
is5 USD
. - "Units" - The plain units of all positions, e.g.,
10 STOCK
for a position of10 STOCK {4 USD}
. - "Converted to X" - Convert to the currency
X
, e.g., a position of10 STOCK {4 USD}
would be converted to20 X
if the current price ofSTOCK
is2 X
. For positions with a price, a conversion via the cost currency is attempted if no direct price exists, so the example position would also successfully be converted if no price forSTOCK
inX
exists but both a price ofSTOCK
inUSD
and a price ofX
inUSD
exists. - "Converted to X,Y" - It is also possible to chain conversions to currencies by
selecting multiple conversions in the dropdown. These conversions are done in
sequence, a position of
10 STOCK {4 USD}
would first be converted toX
and then this amount inX
would be converted toY
.
None of the conversions will silently drop amounts, so if a conversion is not possible, the un-converted units are shown.