doc: cookbook: prices example

This commit is contained in:
Simon Michael 2017-02-02 11:46:25 -08:00
parent a30583f6a1
commit 046b443da5
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@ -146,6 +146,7 @@ main = do
,"site/csv-import.md" ,"site/csv-import.md"
,"site/account-aliases.md" ,"site/account-aliases.md"
,"site/account-separator.md" ,"site/account-separator.md"
,"site/investments.md"
] ]
-- cookbook pages combined, ready for web output by hakyll -- cookbook pages combined, ready for web output by hakyll

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@ -97,6 +97,7 @@ Practical user recipes, including:
[Convert CSV files](csv-import.html)\ [Convert CSV files](csv-import.html)\
[Rewrite account names](account-aliases.html)\ [Rewrite account names](account-aliases.html)\
[Use another account separator character](account-separator.html)\ [Use another account separator character](account-separator.html)\
[Track investments](investments.html)\
</div> </div>

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