From f9081fea591636ca3acd9342a36fbb4bf233f5ab Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Thu, 11 Apr 2024 08:02:24 -1000 Subject: [PATCH] investing: edits --- src/Investing-and-trading.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/src/Investing-and-trading.md b/src/Investing-and-trading.md index 682ef72..3b4e59b 100644 --- a/src/Investing-and-trading.md +++ b/src/Investing-and-trading.md @@ -7,18 +7,18 @@ The main challenge of accounting for investments and trading in PTA is tracking to calculate capital gain/loss accurately and comply with tax rules. Here are several methods: -1. **Lot subaccounts** +1. **Lot subaccounts.** Each lot is given an explicit subaccount, entries are created manually. Simple and flexible, works in any PTA app. - [hledger/ledger example](https://forum.plaintextaccounting.org/t/repost-example-calculating-uk-capital-gains-with-ledger/227/2) -2. **Lot syntax** +2. **Lot syntax.** The app has special syntax and support for lots. Convenient, has restrictions. Available in Beancount and Ledger. - [Beancount doc](https://docs.google.com/document/d/1F8IJ_7fMHZ75XFPocMokLxVZczAhrBRBVN9uMhQFCZ4/edit#heading=h.katmw1lwm4yh) - [Ledger doc](https://ledger-cli.org/doc/ledger3.html#Buying-and-Selling-Stock) -3. **Lot 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. Works with Ledger. - [hledger-lots](https://github.com/edkedk99/hledger-lots) detects lots from ordinary transactions, helps make buy/sell entries. Works with hledger.