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65 lines
2.0 KiB
Markdown
65 lines
2.0 KiB
Markdown
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# Track investments
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A simple example using [prices](/journal.html#prices):
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```journal
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2017/1/1 opening balances
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(assets:depot) $3000
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2017/1/2 buy shares at $200
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; let's assume no fees
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assets:shares 10 TSLA @ $200 ; transaction/purchase price
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assets:depot
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; market price, has jumped since yesterday's purchase!
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P 2017/1/3 TSLA $250
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```
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Some reports.
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We start with $3000.
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After the 1/2 purchase, we have $1000 remaining and 10 TSLA shares:
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```shell
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$ hledger -f t.j bal assets --flat -HD
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Ending balances (historical) in 2017/01/01-2017/01/02:
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|| 2017/01/01 2017/01/02
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===============++============================
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assets:depot || $3000 $1000
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assets:shares || 0 10 TSLA
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---------------++----------------------------
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|| $3000 $1000, 10 TSLA
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```
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Show the shares's value at cost, with [`-B/--cost`](/hledger.html#reporting-options):
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```shell
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$ hledger -f t.j bal assets --flat -HD -B
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Ending balances (historical) in 2017/01/01-2017/01/02:
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|| 2017/01/01 2017/01/02
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===============++=========================
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assets:depot || $3000 $1000
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assets:shares || 0 $2000
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---------------++-------------------------
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|| $3000 $3000
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```
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Show the shares's value using the latest applicable market price,
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with [`-V/--value`](/hledger.html#market-value).
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A $500 capital gain is apparent in the totals:
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```shell
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$ hledger -f t.j bal assets --flat -HD -V
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Ending balances (historical) in 2017/01/01-2017/01/02:
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|| 2017/01/01 2017/01/02
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===============++=========================
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assets:depot || $3000 $1000
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assets:shares || 0 $2500
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---------------++-------------------------
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|| $3000 $3500
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```
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This is about the limit of hledger's
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[value-reporting](https://github.com/simonmichael/hledger/issues/131)
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[abilities](https://github.com/simonmichael/hledger/issues/329),
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currently.
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