diff --git a/src/Investing-and-trading.md b/src/Investing-and-trading.md index 7b14d2d..d0abdff 100644 --- a/src/Investing-and-trading.md +++ b/src/Investing-and-trading.md @@ -6,23 +6,25 @@ Stocks, EFTs, cryptocurrencies, etc. The main challenge of accounting for investments and trading in PTA is tracking lots and disposing (selling) them in the right order. Here are several methods: -1. **Lot subaccounts** (works with any PTA app). +1. **Lot subaccounts** Each lot is given an explicit subaccount, entries are created manually. + Simple and flexible, works in any PTA app. - hledger/ledger example: https://forum.plaintextaccounting.org/t/repost-example-calculating-uk-capital-gains-with-ledger/227/2 -2. **Lot syntax** (works with Beancount or Ledger). +2. **Lot syntax** The app has special syntax and support for lots. + Convenient, has restrictions. Available in Beancount and Ledger. - Beancount: https://docs.google.com/document/d/1F8IJ_7fMHZ75XFPocMokLxVZczAhrBRBVN9uMhQFCZ4/edit#heading=h.katmw1lwm4yh - Ledger: https://ledger-cli.org/doc/ledger3.html#Buying-and-Selling-Stock - - [docker-finance](https://gitea.com/EvergreenCrypto/docker-finance) - ([discussion](https://forum.plaintextaccounting.org/t/docker-finance-modern-accounting-for-the-power-user/189)) - does many things, some trading related. Runs hledger and hledger-flow. 3. **Lot entry-generating tools**. Add-on tools help generate lot-aware entries. - - [lotter](https://src.d10.dev/lotter/doc/tip/README.md) detects lots from ordinary transactions, adds lot information to buy/sell entries. (Works with Ledger.) - - [hledger-lots](https://github.com/edkedk99/hledger-lots) detects lots from ordinary transactions, helps make buy/sell entries. (Works with hledger.) - - [hledger-move](https://hledger.org/scripts.html#hledger-move) is a lower-level tool to help make trading (sell) entries. (Works with hledger-compatible journals.) + - [lotter](https://src.d10.dev/lotter/doc/tip/README.md) detects lots from ordinary transactions, adds lot information to buy/sell entries. Works with Ledger. + - [hledger-lots](https://github.com/edkedk99/hledger-lots) detects lots from ordinary transactions, helps make buy/sell entries. Works with hledger. + - [hledger-move](https://hledger.org/scripts.html#hledger-move) is a lower-level tool to help make trading (sell) entries. Works with hledger-compatible journals. + - [docker-finance](https://gitea.com/EvergreenCrypto/docker-finance) + ([discussion](https://forum.plaintextaccounting.org/t/docker-finance-modern-accounting-for-the-power-user/189)) + does many things, some trading related. Runs hledger and hledger-flow. Sometimes calculating average cost basis is needed, and this another challenge, currently not well supported.