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investing: edits

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Simon Michael
2024-04-11 08:02:24 -10:00
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src/Investing-and-trading.md
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@@ -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.