diff --git a/src/Investing-and-trading.md b/src/Investing-and-trading.md index 4082fed..af5290d 100644 --- a/src/Investing-and-trading.md +++ b/src/Investing-and-trading.md @@ -2,19 +2,21 @@ Stocks, cryptocurrencies, etc. -Here are several methods of accounting for investments and trading in PTA: +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 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). - Entries use special lot syntax. +2. **Lot syntax** (Beancount & 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 -3. Entry-generating tools. +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.