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investing: examples of the three main bookkeeping methods

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Simon Michael
2024-04-03 18:34:15 -10:00
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% 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