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investing: update

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Simon Michael
2024-04-08 11:50:34 -10:00
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src/Investing-and-trading.md
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@@ -5,7 +5,7 @@ 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. 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: Here are several methods:
1. **Lot subaccounts** (works with any PTA apps or other double-entry accounting software). 1. **Lot subaccounts** (works with any PTA app).
Each lot is given an explicit subaccount, entries are created manually. 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 - hledger/ledger example: https://forum.plaintextaccounting.org/t/repost-example-calculating-uk-capital-gains-with-ledger/227/2