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investing: add lotter

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Simon Michael
2024-04-03 21:21:15 -10:00
parent 3025194fad
commit fd74d6a756
1 changed files with 4 additions and 4 deletions
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src/Investing-and-trading.md
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@@ -13,15 +13,15 @@ Here are several methods:
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
- [docker-finance](https://gitea.com/EvergreenCrypto/docker-finance)
([discussion](https://forum.plaintextaccounting.org/t/docker-finance-modern-accounting-for-the-power-user/189))
does many things, some trading related. Runs hledger and hledger-flow.
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.
- [docker-finance](https://gitea.com/EvergreenCrypto/docker-finance)
([discussion](https://forum.plaintextaccounting.org/t/docker-finance-modern-accounting-for-the-power-user/189))
does many things, possibly including making trading entries. Runs hledger-flow.
Sometimes calculating average cost basis is needed, and this another challenge, currently not well supported.
@@ -32,4 +32,4 @@ More:
- [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
- [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