From 8e7111ab91585071881aec4e8d420713a600d6e5 Mon Sep 17 00:00:00 2001
From: Simon Michael <simon@joyful.com>
Date: Wed, 3 Apr 2024 18:34:15 -1000
Subject: [PATCH] investing: examples of the three main bookkeeping methods

---
 src/Investing-and-trading.md | 19 +++++++++++++++++++
 1 file changed, 19 insertions(+)

diff --git a/src/Investing-and-trading.md b/src/Investing-and-trading.md
index 2fdc646..1949e23 100644
--- a/src/Investing-and-trading.md
+++ b/src/Investing-and-trading.md
@@ -1,6 +1,25 @@
 % Investing and trading
 
+Stocks, cryptocurrencies, etc.
+
 - [Beancount: Inventory Booking](https://docs.google.com/document/d/1F8IJ_7fMHZ75XFPocMokLxVZczAhrBRBVN9uMhQFCZ4) (2014), [discussion](https://groups.google.com/forum/#!searchin/ledger-cli/inventory/ledger-cli/aQvbjTZa7HE/x3KNPteJWPsJ)
 - [Beancount: Calculating Portfolio Returns](http://furius.ca/beancount/doc/returns) (2020)
 - [hledger Cookbook: Investing and trading](https://hledger.org/cookbook.html#investing-and-trading)
 - [[Restricted stock units]]
+
+Several methods of accounting for investments and trading:
+
+1. Lot subaccounts (all double-entry accounting software). 
+   Each lot is given an explicit subaccount.
+   Manual, flexible.
+   - https://forum.plaintextaccounting.org/t/repost-example-calculating-uk-capital-gains-with-ledger/227/2
+
+2. Lot syntax (Beancount & Ledger).
+   Entries use special lot syntax.
+   - 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
+
+3. Auto-detected lots (hledger).
+   An add-on tool detects lots from ordinary transactions, and helps generate buy/sell entries.
+   - https://github.com/edkedk99/hledger-lots
+