sister-portfolio

You can track stock trades and manage a watchlist by running shell scripts to add stocks, log transactions, and generate tag-based reports. The system uses local JSON storage to maintain deterministic records of your positions and watchlist data.

Yes, you can automatically tag stocks by sector or concept for quick portfolio filtering. The system implements tag inference logic that categorizes your watchlist and positions, enabling fast tag-based queries to identify specific stocks.

Real-time portfolio reporting works by pushing periodic summaries of your watchlist and positions during market hours. Python helpers generate these reports automatically, providing daily tracking updates without manual intervention.

The best way to record buy and sell trades for profit and loss tracking is through the portfolio.sh script. It logs transactions into local JSON storage, maintaining a consistent historical record that enables accurate profit and loss calculation and report generation.

No external dependencies or databases are required to manage stock positions locally. The system relies entirely on local JSON storage, shell scripting, and Python helpers for deterministic task execution, ensuring your portfolio data remains self-contained.

Local JSON storage for stock management ensures deterministic data handling and avoids the tagging inconsistencies of manual tracking. Unlike other portfolio tracking methods, it provides reliable trade logging and automated tag-based queries without external database overhead.