; Example from hledger mail list. ; roi usually shows rate of return based on realised gains. ; By adding some fake transactions you can make it show unrealised gains. comment $ hledger -f examples/roi-unrealised.ledger roi --inv Assets -b 2015-01-01 -e 2019-01-01 --pnl Income --yearly --value=then +---++------------+------------++---------------+----------+-------------+--------++--------+--------+ | || Begin | End || Value (begin) | Cashflow | Value (end) | PnL || IRR | TWR | +===++============+============++===============+==========+=============+========++========+========+ | 1 || 2015-01-01 | 2015-12-31 || 725.50 | 0 | 756.30 | 30.80 || 4.24% | 4.25% | | 2 || 2016-01-01 | 2016-12-31 || 756.30 | 0 | 998.80 | 242.50 || 31.96% | 31.96% | | 3 || 2017-01-01 | 2017-12-31 || 998.80 | 0 | 1151.20 | 152.40 || 15.26% | 15.26% | | 4 || 2018-01-01 | 2018-12-31 || 1151.20 | 0 | 1145.00 | -6.20 || -0.54% | -0.54% | +---++------------+------------++---------------+----------+-------------+--------++--------+--------+ end comment 2014-12-31 Initial Deposit Equity:Opening -722.40 Assets:Trading:Cash 2014-12-31 Buy Royal Bank of Canada @ 71.74 Assets:Trading:RY 10 RY @ 71.74 Assets:Trading:Cash -722.40 Expenses:Fees 5.00 2015-01-22 0.75 Dividend Assets:Trading:Cash 7.50 Income:Dividend:RY 2015-04-21 0.77 Dividend Assets:Trading:Cash 7.70 Income:Dividend:RY 2015-07-23 0.77 Dividend Assets:Trading:Cash 7.70 Income:Dividend:RY 2015-10-22 0.79 Dividend Assets:Trading:Cash 7.90 Income:Dividend:RY 2016-01-22 0.79 Dividend Assets:Trading:Cash 7.90 Income:Dividend:RY 2016-04-21 0.81 Dividend Assets:Trading:Cash 8.10 Income:Dividend:RY 2016-07-22 0.81 Dividend Assets:Trading:Cash 8.10 Income:Dividend:RY 2016-10-24 0.83 Dividend Assets:Trading:Cash 8.30 Income:Dividend:RY 2017-01-24 0.83 Dividend Assets:Trading:Cash 8.30 Income:Dividend:RY 2017-04-21 0.87 Dividend Assets:Trading:Cash 8.70 Income:Dividend:RY 2017-07-24 0.87 Dividend Assets:Trading:Cash 8.70 Income:Dividend:RY 2017-10-25 0.91 Dividend Assets:Trading:Cash 9.10 Income:Dividend:RY 2018-01-24 0.91 Dividend Assets:Trading:Cash 9.10 Income:Dividend:RY 2018-01-25 0.91 Dividend Assets:Trading:Cash 9.10 Income:Dividend:RY 2018-04-24 0.94 Dividend Assets:Trading:Cash 9.40 Income:Dividend:RY 2018-07-25 0.94 Dividend Assets:Trading:Cash 9.40 Income:Dividend:RY 2018-10-24 0.98 Dividend Assets:Trading:Cash 9.80 Income:Dividend:RY 2019-01-23 0.98 Dividend Assets:Trading:Cash 9.80 Income:Dividend:RY 2019-04-24 1.02 Dividend Assets:Trading:Cash 10.20 Income:Dividend:RY 2019-07-24 1.02 Dividend Assets:Trading:Cash 10.20 Income:Dividend:RY 2019-10-23 1.05 Dividend Assets:Trading:Cash 10.50 Income:Dividend:RY ; Here begins the pricing information P 2014-12-30 RY 72.55 P 2015-12-30 RY 72.55 P 2016-12-30 RY 93.56 P 2017-12-30 RY 105.32 P 2018-12-30 RY 100.02 P 2019-11-10 RY 108.44