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PV Management

hacs_badge GitHub Release License: MIT

The all-in-one Home Assistant integration for your PV system with variable/spot electricity tariffs and intelligent battery management.

For fixed-price tariffs (e.g. Gruenwelt, Energie AG) there's a dedicated version: pv_management_fix

What Can This Integration Do?

Feature Description
Battery Management Auto-Charge + Discharge Control based on EPEX Spot prices
Traffic Light 5-level consumption recommendation (dark green to red)
Energy Benchmark Compare your consumption with AT/DE/CH averages
Amortization Real-time payback tracking with persistent storage
EPEX Spot Integrates current market prices and quantiles
Solcast Considers PV forecast for smart decisions
PV-Strings Compare up to 4 PV strings — production, peak power, efficiency (kWh/kWp)
Notifications Milestones, monthly summaries, custom automations

New in v3.21.5: PV-String Peak & Efficiency

Compare your PV strings fairly — even with different module counts!

  • Optional power sensor (W) per string for automatic peak detection
  • Peak sensor (kW): Tracks the highest power output ever seen per string
  • Efficiency sensor (kWh/kWp): Production normalized by peak power — fair comparison regardless of string size
  • Peak values persist across HA restarts
  • Without power sensor: existing production/daily/percentage sensors work as before (no errors)
Sensor What it shows Example
Osten Produktion Total tracked kWh 670 kWh
Osten Tagesproduktion Average kWh per day 4.5 kWh/day
Osten Anteil Share of total production 35%
Osten Peak Highest power ever recorded 3.2 kW
Osten Effizienz Production per kWp 209.4 kWh/kWp

Tip: A string with higher efficiency (kWh/kWp) performs better per installed capacity — useful for finding shading issues or optimal orientations.

New in v3.21.0: Energy Benchmark

Compare your electricity consumption with the average for your country — completely offline, no cloud needed.

  • Countries: Austria, Germany, Switzerland
  • Household size: 1-6 persons
  • 6 sensors: Average, own consumption, comparison (%), CO2 avoided, efficiency score (0-100), rating
  • Heat pump optional: HP consumption is benchmarked separately for fair comparison
Sensor What it shows Example
Benchmark Average Reference consumption for your country/household 4000 kWh/year
Benchmark Own Consumption Your consumption extrapolated to 1 year 3200 kWh/year
Benchmark Comparison Deviation from average -20%
Benchmark CO2 Avoided CO2 savings from PV per year 180 kg/year
Benchmark Efficiency Score Overall rating 0-100 72 points
Benchmark Rating Text classification "Sehr gut"

Installation

HACS (recommended)

  1. Open HACS > Integrations > 3-dot menu > Custom repositories
  2. URL: https://github.com/hoizi89/pv_management
  3. Category: Integration
  4. Install and restart Home Assistant

Manual

Copy custom_components/pv_management to config/custom_components/, then restart.

Quick Start

  1. Settings > Devices & Services > Add Integration
  2. Search for "PV Management"
  3. Select your sensors:
    • PV Production (required) — kWh counter
    • Grid Export (optional) — for earnings calculation
    • Grid Import (optional) — for cost tracking
    • Consumption (optional) — for autarky rate
  4. Configure electricity price (EUR or ct/kWh)
  5. Set feed-in tariff from your grid operator
  6. Enter installation cost and select an Amortization Helper (input_number)

All settings can be changed later under Options.

Sensors Overview

Main Device: PV Management

Sensor Unit Description
Consumption Recommendation — 5-level traffic light (dark_green/green/yellow/orange/red)
Next Cheap Hour — When is the next cheap time slot
Amortization % How much of the system is paid off
Total Savings EUR Savings from self-consumption + feed-in
Remaining Cost EUR Remaining until amortization
Status — e.g. "45.2% amortized" or "Amortized! +500 EUR profit"
Estimated Payback Date Date When the system will be paid off
Remaining Days Days Estimated days until amortization
Self Consumption kWh PV electricity consumed directly
Feed-in kWh PV electricity exported to grid
Self Consumption Ratio % Share of PV production used directly
Autarky Rate % Share of consumption covered by PV
Savings per Day/Month/Year EUR Average savings
CO2 Savings kg Avoided CO2 emissions
Spot vs Fixed EUR Savings compared to fixed-price tariff

Device: Electricity Prices

Sensor Unit Description
Feed-in Today EUR Today's feed-in earnings
Grid Import Today EUR Today's grid import cost
Net Electricity Cost Today EUR Grid import minus feed-in
Daily Average Price EUR/kWh Weighted average price today
Monthly Average Price EUR/kWh Weighted average price this month
Total Average Price EUR/kWh Overall weighted average price

Device: Energy Benchmark (optional)

Appears when enabled under Options > Energy Benchmark.

Sensor Unit Description
Benchmark Average kWh/year Reference consumption (E-Control/BDEW/BFE)
Benchmark Own Consumption kWh/year Your household consumption extrapolated
Benchmark Comparison % Deviation (negative = better than average)
Benchmark CO2 Avoided kg/year CO2 savings from PV
Benchmark Efficiency Score Points 0-100 overall rating (see breakdown below)
Benchmark Rating — Hervorragend / Sehr gut / Gut / Durchschnittlich
Benchmark HP Average kWh/year Reference HP consumption (only with HP)
Benchmark HP Consumption kWh/year Your HP consumption (only with HP)

Efficiency Score Breakdown

The score (0-100 points) measures how well your PV system is performing. The sensor attributes show the detailed breakdown.

Component Max Points How it works
Autarky Rate 35 How independent you are from the grid. 100% autarky = 35 points
Specific Yield 25 How well your system is utilized. 900 kWh/kWp (good for Central Europe) = 25 points
Self-Consumption Ratio 20 How much PV production you use yourself. 100% = 20 points
Consumption vs Average 20 Your consumption compared to country average. -50% below avg = 20 points

Score interpretation:

  • 80-100: Excellent — highly optimized system with good autarky and utilization
  • 60-79: Very good — solid performance, minor optimization potential
  • 40-59: Good — typical residential PV system
  • 20-39: Average — significant room for improvement
  • 0-19: Needs improvement — consider battery storage or load shifting

Tips to improve your score:

  • A battery improves both autarky and self-consumption
  • Shift heavy loads to daytime (dishwasher, washing machine, EV charging)
  • Smart heat pump control (heat during solar hours)
  • Check your string orientation — specific yield shows how well each string performs

Device: PV-Strings (optional)

Appears when at least one PV string is configured under Options > PV-Strings.

Sensor Unit Description
{Name} Produktion kWh Total tracked production for this string
{Name} Tagesproduktion kWh/day Average daily production
{Name} Anteil % Share of total string production
{Name} Peak kW Highest power ever recorded (requires power sensor)
{Name} Effizienz kWh/kWp Production per peak kW (requires power sensor)

Auto-Charge Sensors

Sensor Description
Auto-Charge Recommended Binary sensor for automation trigger
Discharge Limit Binary sensor for discharge control
Target SOC Current target state of charge
Hold SOC Minimum SOC during hold phase
Auto-Charge Power Configured charge power
Auto-Charge Reason Why auto-charge was activated/deactivated

Options (configurable after setup)

Under Settings > Devices & Services > PV Management > Configure:

Category What you can configure
Sensors PV Production, Grid Export/Import, Consumption, Battery SOC, PV Power/Forecast
Electricity Prices Price unit, fallback price, dynamic sensor, feed-in tariff, fixed price comparison
Integrations EPEX Spot Price, EPEX Quantile, Solcast Forecast
Amortization Helper input_number for persistent storage
Battery Control Target SOC, Auto-Charge settings, Discharge Control settings
Advanced PV peak power, winter base load, traffic light thresholds
Energy Benchmark Country, household size, heat pump
PV-Strings Up to 4 strings with name, kWh sensor, and optional power sensor (W)

Example Automations

1. Charge Battery When Cheap (Auto-Charge)

alias: "PV: Charge battery when cheap"
trigger:
  - platform: state
    entity_id: binary_sensor.pv_management_auto_charge_empfohlen
    to: "on"
action:
  - service: number.set_value
    target:
      entity_id: number.battery_charge_power  # Your inverter
    data:
      value: 3000
  - service: switch.turn_on
    target:
      entity_id: switch.battery_grid_charge  # Your inverter

2. Stop Battery Charging

alias: "PV: Stop battery charging"
trigger:
  - platform: state
    entity_id: binary_sensor.pv_management_auto_charge_empfohlen
    to: "off"
action:
  - service: switch.turn_off
    target:
      entity_id: switch.battery_grid_charge
  - service: number.set_value
    target:
      entity_id: number.battery_charge_power
    data:
      value: 0

3. Limit Battery Discharge for Expensive Hours

alias: "PV: Save battery for expensive hours"
trigger:
  - platform: state
    entity_id: binary_sensor.pv_management_entladung_begrenzen
    to: "on"
action:
  - service: number.set_value
    target:
      entity_id: number.battery_discharge_limit
    data:
      value: "{{ states('sensor.pv_management_halte_soc') }}"

4. GoodWe Auto-Charge

alias: "PV: GoodWe Auto-Charge"
triggers:
  - entity_id: binary_sensor.pv_management_auto_charge_empfohlen
    trigger: state
actions:
  - choose:
      - conditions:
          - condition: state
            entity_id: binary_sensor.pv_management_auto_charge_empfohlen
            state: "on"
        sequence:
          - action: select.select_option
            target:
              entity_id: select.goodwe_inverter_operation_mode
            data:
              option: eco_charge
          - action: number.set_value
            target:
              entity_id: number.goodwe_eco_mode_charge_power
            data:
              value: "{{ states('sensor.pv_management_auto_charge_leistung') | int(3000) }}"
      - conditions:
          - condition: state
            entity_id: binary_sensor.pv_management_auto_charge_empfohlen
            state: "off"
        sequence:
          - action: select.select_option
            target:
              entity_id: select.goodwe_inverter_operation_mode
            data:
              option: general

5. GoodWe Discharge Control

alias: "PV: GoodWe Discharge Control"
triggers:
  - entity_id: binary_sensor.pv_management_entladung_empfehlung
    trigger: state
  - entity_id: switch.pv_management_entlade_steuerung
    trigger: state
actions:
  - choose:
      - conditions:
          - condition: or
            conditions:
              - condition: state
                entity_id: switch.pv_management_entlade_steuerung
                state: "off"
              - condition: template
                value_template: >
                  {{ state_attr('binary_sensor.pv_management_entladung_empfehlung', 'sommer_modus') == true }}
        sequence:
          - action: number.set_value
            target:
              entity_id: number.goodwe_depth_of_discharge_on_grid
            data:
              value: >
                {{ 100 - state_attr('binary_sensor.pv_management_entladung_empfehlung', 'sommer_soc') | int(10) }}
      - conditions:
          - condition: state
            entity_id: binary_sensor.pv_management_entladung_empfehlung
            state: "on"
        sequence:
          - action: number.set_value
            target:
              entity_id: number.goodwe_depth_of_discharge_on_grid
            data:
              value: >
                {{ 100 - state_attr('binary_sensor.pv_management_entladung_empfehlung', 'entladen_bis_soc') | int(20) }}
      - conditions:
          - condition: state
            entity_id: binary_sensor.pv_management_entladung_empfehlung
            state: "off"
        sequence:
          - action: number.set_value
            target:
              entity_id: number.goodwe_depth_of_discharge_on_grid
            data:
              value: >
                {{ 100 - state_attr('binary_sensor.pv_management_entladung_empfehlung', 'halten_soc') | int(90) }}

Note: GoodWe uses "Depth of Discharge" (DoD) instead of SOC. The formula 100 - SOC converts between them.

6. Start Appliance When Cheap

alias: "PV: Washing machine when cheap"
trigger:
  - platform: state
    entity_id: input_boolean.washing_machine_waiting
    to: "on"
condition:
  - condition: or
    conditions:
      - condition: state
        entity_id: sensor.pv_management_verbrauchsempfehlung
        state: "dark_green"
      - condition: state
        entity_id: sensor.pv_management_verbrauchsempfehlung
        state: "green"
action:
  - service: switch.turn_on
    target:
      entity_id: switch.washing_machine_socket
  - service: input_boolean.turn_off
    target:
      entity_id: input_boolean.washing_machine_waiting

Dashboard Examples

Amortization

type: entities
title: PV Amortization
entities:
  - entity: sensor.pv_management_status
  - entity: sensor.pv_management_amortisation
  - entity: sensor.pv_management_gesamtersparnis
  - entity: sensor.pv_management_restbetrag
  - entity: sensor.pv_management_restlaufzeit
  - type: divider
  - entity: sensor.pv_management_eigenverbrauch
  - entity: sensor.pv_management_einspeisung
  - entity: sensor.pv_management_eigenverbrauchsquote
  - type: divider
  - entity: sensor.pv_management_ersparnis_pro_monat
  - entity: sensor.pv_management_co2_ersparnis

Energy Benchmark

type: entities
title: Energy Benchmark
entities:
  - entity: sensor.pv_management_benchmark_effizienz_score
  - entity: sensor.pv_management_benchmark_bewertung
  - type: divider
  - entity: sensor.pv_management_benchmark_eigener_verbrauch
  - entity: sensor.pv_management_benchmark_durchschnitt
  - entity: sensor.pv_management_benchmark_vergleich
  - type: divider
  - entity: sensor.pv_management_benchmark_co2_vermieden

Daily Costs

type: entities
title: Electricity Costs Today
entities:
  - entity: sensor.pv_management_netzbezug_heute
  - entity: sensor.pv_management_einspeisung_heute
  - entity: sensor.pv_management_stromkosten_netto_heute

Events (Notifications)

The integration fires pv_management_event events for custom automations:

Milestone Events (25%, 50%, 75%, 100%)

trigger:
  - platform: event
    event_type: pv_management_event
    event_data:
      type: amortisation_milestone
action:
  - service: notify.mobile_app
    data:
      title: "PV Milestone!"
      message: "{{ trigger.event.data.message }}"

Monthly Summary

trigger:
  - platform: event
    event_type: pv_management_event
    event_data:
      type: monthly_summary
action:
  - service: notify.mobile_app
    data:
      title: "PV Monthly Report"
      message: "{{ trigger.event.data.message }}"

Comparison: pv_management vs pv_management_fix

Feature pv_management (Spot) pv_management_fix (Fixed)
Amortization Yes Yes
Energy Tracking Yes Yes
Energy Benchmark Yes Yes
PV-Strings Yes Yes
Recommendation Signal Yes (5-level) No
Auto-Charge Yes No
Discharge Control Yes No
EPEX Quantile Yes No
Solcast Yes No
Battery Tracking No Yes
ROI Calculation No Yes
Electricity Quota No Yes
Spot Comparison Yes Yes (optional)

For fixed-price tariffs with battery tracking, ROI, and electricity quota: pv_management_fix

Changelog

v3.21.5

  • NEW: PV-String Peak & Efficiency — Optional power sensor (W) per string for automatic peak tracking (kW) and efficiency calculation (kWh/kWp)
  • Fair comparison of strings with different module counts

v3.21.0

  • NEW: Energy Benchmark — Compare with DACH averages (AT/DE/CH), CO2 savings, efficiency score 0-100
  • NEW: Heat Pump — Optional HP sensor for fair benchmark comparison

v3.20.0

  • Improved sensor robustness and stability

v3.17.0

  • NEW: Helper Sync — Required input_number for persistent savings storage
  • NEW: Milestone Events — Automatic events at 25%, 50%, 75%, 100% amortization
  • NEW: Monthly Summary — Event on 1st of each month with statistics
  • NEW: GoodWe Examples — Automation examples for GoodWe inverters

v3.16.0

  • Helper sync prepared (base integration)

v3.15.1

  • Battery Target-SOC unified
  • Discharge Control improved

v3.0.0

  • Auto-Charge feature
  • Discharge Control feature
  • EPEX Quantile integration
  • Solcast integration

v2.0.0

  • Consumption recommendation traffic light
  • Battery integration
  • PV forecast integration

v1.0.0

  • Initial release

Support

Report issues | Discussions

License

MIT License — see LICENSE

About

Home Assistant integration for variable/spot electricity tariffs (aWATTar, smartENERGY, Tibber) with intelligent battery management, EPEX Spot, Solcast, energy benchmark, and amortization tracking.

Topics

solar home-assistant pv hacs battery-management hacs-integration home-assistant-custom-integration

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v3.28.2 - Fix optional entity selectors Latest
Mar 6, 2026
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