investment-portfolio
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.
scripts/script.sh add AAPL 10 175.50
scripts/script.sh add BTC 0.5 42000
remove
Remove a holding by ticker symbol.
scripts/script.sh remove TSLA
update
Update the current market price of a holding.
scripts/script.sh update AAPL 195.00
list
Show all holdings with shares, buy price, and current price.
scripts/script.sh list
summary
Portfolio summary — total value, total cost, overall P/L.
scripts/script.sh summary
allocation
ASCII bar chart showing portfolio allocation by ticker as percentage.
scripts/script.sh allocation
performance
Detailed gain/loss analysis per holding with percentage returns.
scripts/script.sh performance
risk
Risk metrics — standard deviation of returns and diversification score.
scripts/script.sh risk
rebalance
Generate buy/sell suggestions to match target allocation percentages.
scripts/script.sh rebalance '{"AAPL":40,"GOOGL":30,"BTC":30}'
dca
Dollar-cost averaging calculator — monthly investment table over 12 months.
scripts/script.sh dca AAPL 500
dividend
Calculate dividend yield from annual dividend and current price.
scripts/script.sh dividend AAPL 3.76 195.00
compare
Compare two holdings side by side — shares, prices, and P/L.
scripts/script.sh compare AAPL GOOGL
sectors
Sector breakdown with allocation chart. Uses built-in ticker-to-sector mapping.
scripts/script.sh sectors
export
Export portfolio data as CSV.
scripts/script.sh export csv
history
Show transaction history from the log file.
scripts/script.sh history
help
scripts/script.sh help
version
scripts/script.sh version
Examples
# 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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