From 94ba23333c00c462fa84096d729de487c0962e0d Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Mon, 8 Apr 2024 11:49:26 -1000 Subject: [PATCH] investing: update --- src/Investing-and-trading.md | 10 +++++----- 1 file changed, 5 insertions(+), 5 deletions(-) diff --git a/src/Investing-and-trading.md b/src/Investing-and-trading.md index f3427b1..35500ba 100644 --- a/src/Investing-and-trading.md +++ b/src/Investing-and-trading.md @@ -5,11 +5,11 @@ Stocks, 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 in all double-entry accounting software). +1. **Lot subaccounts** (works with any PTA apps or other double-entry accounting software). Each lot is given an explicit subaccount, entries are created manually. - hledger/ledger example: https://forum.plaintextaccounting.org/t/repost-example-calculating-uk-capital-gains-with-ledger/227/2 -2. **Lot syntax** (Beancount & Ledger). +2. **Lot syntax** (works with Beancount or Ledger). The app has special syntax and support for lots. - 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 @@ -19,9 +19,9 @@ Here are several methods: 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. Runs ledger. - - [hledger-lots](https://github.com/edkedk99/hledger-lots) detects lots from ordinary transactions, helps make buy/sell entries. Runs hledger. - - [hledger-move](https://hledger.org/scripts.html#hledger-move) is a lower-level tool to help make trading (sell) entries. Works with hledger 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.) Sometimes calculating average cost basis is needed, and this another challenge, currently not well supported.