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investing: move link; edits

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Simon Michael
2024-04-11 07:56:35 -10:00
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@@ -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. 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: 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. 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 - 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. 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 - 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 - 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**. 3. **Lot entry-generating tools**.
Add-on tools help generate lot-aware entries. 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.) - [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-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.) - [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. Sometimes calculating average cost basis is needed, and this another challenge, currently not well supported.