Investment Portfolio

Track investments with buy/sell records, allocation charts, and P/L analysis. Use when managing a stock or crypto portfolio, rebalancing, or comparing assets.

Investment portfolio tracker — record holdings with buy prices, track performance and P/L, view allocation charts, analyze risk, calculate DCA, manage dividends, rebalance to targets, compare assets, and view sector breakdown. All data stored locally in JSONL format.

Commands

add

Add a holding — specify ticker, number of shares, and purchase price.

bash

scripts/script.sh add AAPL 10 175.50
scripts/script.sh add BTC 0.5 42000

remove

Remove a holding by ticker symbol.

bash

scripts/script.sh remove TSLA

update

Update the current market price of a holding.

bash

scripts/script.sh update AAPL 195.00

list

Show all holdings with shares, buy price, and current price.

bash

scripts/script.sh list

summary

Portfolio summary — total value, total cost, overall P/L.

bash

scripts/script.sh summary

allocation

ASCII bar chart showing portfolio allocation by ticker as percentage.

bash

scripts/script.sh allocation

performance

Detailed gain/loss analysis per holding with percentage returns.

bash

scripts/script.sh performance

risk

Risk metrics — standard deviation of returns and diversification score.

bash

scripts/script.sh risk

rebalance

Generate buy/sell suggestions to match target allocation percentages.

bash

scripts/script.sh rebalance '{"AAPL":40,"GOOGL":30,"BTC":30}'

dca

Dollar-cost averaging calculator — monthly investment table over 12 months.

bash

scripts/script.sh dca AAPL 500

dividend

Calculate dividend yield from annual dividend and current price.

bash

scripts/script.sh dividend AAPL 3.76 195.00

compare

Compare two holdings side by side — shares, prices, and P/L.

bash

scripts/script.sh compare AAPL GOOGL

sectors

Sector breakdown with allocation chart. Uses built-in ticker-to-sector mapping.

bash

scripts/script.sh sectors

export

Export portfolio data as CSV.

bash

scripts/script.sh export csv

history

Show transaction history from the log file.

bash

scripts/script.sh history

help

bash

scripts/script.sh help

version

bash

scripts/script.sh version

Examples

bash

# Build a portfolio
scripts/script.sh add AAPL 10 175
scripts/script.sh add GOOGL 5 140
scripts/script.sh add BTC 0.1 42000
scripts/script.sh update AAPL 195

# Analyze
scripts/script.sh summary
scripts/script.sh allocation
scripts/script.sh performance
scripts/script.sh risk

# Rebalance
scripts/script.sh rebalance '{"AAPL":50,"GOOGL":30,"BTC":20}'
scripts/script.sh compare AAPL GOOGL
scripts/script.sh sectors

Configuration

Variable	Required	Description
PORTFOLIO_DIR	No	Data directory (default: ~/.local/share/investment-portfolio/)

Data Storage

All data saved in ~/.local/share/investment-portfolio/:

• holdings.jsonl — Portfolio holdings (one JSON object per line)
• history.log — Transaction log

Requirements

• bash 4.0+
• python3 (for JSONL processing and calculations)

All prices are manually entered — no external API calls.

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