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[IMPROVE] Summing balance sheet for trailing calculation doesn't make sense #172

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codemug opened this issue Feb 28, 2025 · 2 comments
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@codemug
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codemug commented Feb 28, 2025

What's the feature that should be improved?
The trailing calculation for balance sheet here

Describe how you would like the feature improved
Balance sheets generally represent a snapshot of assets, liabilities and equity at a point in time. Even under no asset/liability growth, if you do a trailing sum of 4 quarters, that would represent approximately 4X the actual owned assets and liabilities at that point in time.

Possibly describe the ideal way to improve this
Instead of doing a trailing sum, return the same quarterly value, or don't provide the option to even do a trailing calculation on the balance sheet function.

@JerBouma
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That's a good point, should have thought of this myself. Thanks for pointing this out, I'll remove the trailing option in the next release.

@JerBouma
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JerBouma commented Mar 1, 2025

Fixed in v2.0.0

@JerBouma JerBouma closed this as completed Mar 1, 2025
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