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investing: update

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Simon Michael
2024-04-08 11:49:26 -10:00
parent 20ab4f3cd5
commit 94ba23333c
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src/Investing-and-trading.md
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@@ -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.