diff --git a/src/Investing-and-trading.md b/src/Investing-and-trading.md index 1949e23..3840b38 100644 --- a/src/Investing-and-trading.md +++ b/src/Investing-and-trading.md @@ -2,16 +2,11 @@ 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]] +Here are several methods of accounting for investments and trading in PTA: -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. +1. Lot subaccounts (works in all double-entry accounting software). + Each lot is given an explicit subaccount, entries are created manually. + Flexible. - https://forum.plaintextaccounting.org/t/repost-example-calculating-uk-capital-gains-with-ledger/227/2 2. Lot syntax (Beancount & Ledger). @@ -19,7 +14,17 @@ Several methods of accounting for investments and trading: - 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 +3. Entry-generating tools. + - [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 another tool to help make trading (sell) entries. Works with hledger journals. + - [docker-finance](https://gitea.com/EvergreenCrypto/docker-finance) ([discussion](https://forum.plaintextaccounting.org/t/docker-finance-modern-accounting-for-the-power-user/189)) helps make trading entries (& many other features). Runs hledger-flow. + - Maybe some other tools at https://plaintextaccounting.org/#data-generation. +More: + +- [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]] +- [Cryptocurrency](https://forum.plaintextaccounting.org/t/cryptocurrency/37) another discussion of lot subaccounts +- [Example: calculating UK capital gains with ledger](https://forum.plaintextaccounting.org/t/repost-example-calculating-uk-capital-gains-with-ledger/227) plus useful reference links \ No newline at end of file