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In the HSA case, the dividend goes to cash and then is reinvested from cash. However in the Roth case, the dividend is automatically reinvested. I am importing these tnxs via OFX files from the brokerage websites. Beangrow/fava-portflio-returns shows the HSA dividends without any issue. However, the dividends from Vanguard Roth don't show up. Is there a way to handle this scenario? It would be a pain for me to manually change all the dividends -> cash and then from cash -> security purchase. Thanks.
The text was updated successfully, but these errors were encountered:
When computing the returns of an asset, transactions of type
ASSET_DIVIDEND are not considered. That makes the return rate computed
by beangrow substantially different to rates reported by fund managers.
I could not find any justification as to why these transactions are
ignored when computing the return rates, and this seems to confuse me as
well as other users. See beancount#23 and beancount#26
At least with this small patch, users get a chance to try and see if
they get the result they expected.
I'm running into a strange situation where some dividend transactions are not being recognized.
I have the following:
The tnxs look like this:
In the HSA case, the dividend goes to cash and then is reinvested from cash. However in the Roth case, the dividend is automatically reinvested. I am importing these tnxs via OFX files from the brokerage websites. Beangrow/fava-portflio-returns shows the HSA dividends without any issue. However, the dividends from Vanguard Roth don't show up. Is there a way to handle this scenario? It would be a pain for me to manually change all the dividends -> cash and then from cash -> security purchase. Thanks.
The text was updated successfully, but these errors were encountered: