Fava 账本查看

Fava 账本查看:提供基于Fava/Beancount的投资组合管理能力,支持税务亏损收割优化、资产配置分析与等价证券分组识别,辅助用户制定最优卖出策略。 含 15 条反模式约束。

✓ 0 人报告成功·v0.1.0·

晶体简介

提供基于Fava/Beancount的投资组合管理能力,支持税务亏损收割优化、资产配置分析与等价证券分组识别,辅助用户制定最优卖出策略。 本 skill 基于开源项目构建并集成 15 条 anti-pattern 约束。访问 doramagic.ai/r/fava-beancount-viewer 查看中英双语完整文档和触发场景。适用于 Doramagic 生态(Claude Code / Cursor / openclaw / ChatGPT / Gemini 等)。

Blueprint Source

finance-bp-078

tangweigang-jpg/doramagic-skills6360a632 source files

Constraints

69total
54fatal
54 must-not-violate

Evidence Quality

Confidence89%

Medium confidence — review before critical use

54 条不可违反的约束

FATALdomain_rulefinance-C-001

WHENWhen implementing AccAPI or FavaInvestorAPI query_func

ACTIONConvert query results to namedtuple format with field names from query types

CONSEQUENCEModule code expecting attribute access via row.column_name will fail with AttributeError, breaking asset allocation, tax loss harvesting, and other financial computations that rely on namedtuple row iteration

FATALdomain_rulefinance-C-002

WHENWhen implementing price loading in AccAPI

ACTIONBuild beancount price map using prices.build_price_map(entries) from each ledger entries

CONSEQUENCEMulti-currency portfolios will fail to convert positions to base currency, causing asset allocation calculations to crash or produce incorrect results when commodities have different denominations

FATALdomain_rulefinance-C-003

WHENWhen parsing Custom directive configurations

ACTIONFilter entries for Custom type with fava-extension and evaluate value strings using ast.literal_eval

CONSEQUENCEConfiguration parsing will silently return empty dicts for all modules, causing all investor reports to use default parameters instead of user-specified configurations, leading to incorrect financial analysis

常见问题

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更新历史

v0.1.02026-04-23·贡献者: tangweigang-jpg

v0.1.0: 首次发布到 Doramagic.ai。基于 tangweigang-jpg/doramagic-skills 的自动化 batch-v1 元数据 + 自动生成 FAQ。