investment-portfolio

Track investment portfolio performance by recording holdings with buy prices in a local JSONL data store, then updating current prices to automatically compute profit and loss, allocations, and risk insights for stocks, ETFs, and crypto assets.

Yes, portfolio rebalancing and dividends can be managed entirely locally using a Bash or Python CLI that reads a holdings.jsonl file, calculates target allocations, manages dividend entries, and outputs rebalancing decisions without requiring an external web service.

The best way to calculate dollar cost averaging and sector breakdown is by using a CLI to aggregate multiple buy prices per ticker stored in a local JSONL file, then generating sector allocation summaries and DCA metrics for your portfolio.

Yes, portfolio tracking works with ETFs and cryptocurrencies alongside traditional stocks by managing all asset holdings uniformly in the same local data store, enabling unified performance calculations and risk analysis across mixed asset types.

Export portfolio history and summary reports by executing the export or history CLI commands, which read the local JSONL holdings data and generate structured output summaries of your portfolio's historical performance and current valuations.

Using a local JSONL file for investment portfolio tracking limits multi-device synchronization and real-time price updates, requiring manual price entry or scripts to fetch current values, as it relies entirely on local storage rather than cloud infrastructure.