Investment Portfolio Tracking Analysis

---
name: investment-portfolio-tracking-analysis
description: "Track investments with buy/sell records, allocation charts, and P/L analysis. Use when managing a stock or crypto portfolio, rebalancing, or comparing assets."
category: "Finance & Crypto"
author: community
version: "4.0.0"
icon: coins
---

# 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.

```bash
scripts/script.sh add AAPL 10 175.50
scripts/script.sh add BTC 0.5 42000
```

### `remove`

Remove a holding by ticker symbol.

```bash
scripts/script.sh remove TSLA
```

### `update`

Update the current market price of a holding.

```bash
scripts/script.sh update AAPL 195.00
```

### `list`

Show all holdings with shares, buy price, and current price.

```bash
scripts/script.sh list
```

### `summary`

Portfolio summary — total value, total cost, overall P/L.

```bash
scripts/script.sh summary
```

### `allocation`

ASCII bar chart showing portfolio allocation by ticker as percentage.

```bash
scripts/script.sh allocation
```

### `performance`

Detailed gain/loss analysis per holding with percentage returns.

```bash
scripts/script.sh performance
```

### `risk`

Risk metrics — standard deviation of returns and diversification score.

```bash
scripts/script.sh risk
```

### `rebalance`

Generate buy/sell suggestions to match target allocation percentages.

```bash
scripts/script.sh rebalance '{"AAPL":40,"GOOGL":30,"BTC":30}'
```

### `dca`

Dollar-cost averaging calculator — monthly investment table over 12 months.

```bash
scripts/script.sh dca AAPL 500
```

### `dividend`

Calculate dividend yield from annual dividend and current price.

```bash
scripts/script.sh dividend AAPL 3.76 195.00
```

### `compare`

Compare two holdings side by side — shares, prices, and P/L.

```bash
scripts/script.sh compare AAPL GOOGL
```

### `sectors`

Sector breakdown with allocation chart. Uses built-in ticker-to-sector mapping.

```bash
scripts/script.sh sectors
```

### `export`

Export portfolio data as CSV.

```bash
scripts/script.sh export csv
```

### `history`

Show transaction history from the log file.

```bash
scripts/script.sh history
```

### `help`

```bash
scripts/script.sh help
```

### `version`

```bash
scripts/script.sh version
```

## Examples

```bash
# 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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