ketralnis/tinystocks
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Make a ~/.stocks as CSV with columns
symbol,num_shares,purchase_price
For example:
ibm,50,47.06
aapl,2,5.00
vti,10.5,50.00
# bought a second round for cheaper
vti,20,45.00
cash,123.45,1
# brokerage transaction fees
fee,4,9.99
And run like:
./tinystocks.py
Output will look like
symbol count curprice curvalue purchaseprice today today% gaintoday totalgainper totalgain totalgain%
AAPL 2 $448.85 $897.70 $10.00 -$11.14 -2.42% -$22.28 $443.85 $887.70 8877.00%
CASH 123 $1.00 $123.45 $123.45 $0.00 0.00% $0.00 $0.00 $0.00 0.00%
FEE 4 $0.00 $0.00 $39.96 $0.00 0.00% $0.00 -$9.99 -$39.96 -100.00%
IBM 50 $199.31 $9,965.50 $2,353.00 -$1.01 -0.50% -$50.50 $152.25 $7,612.50 323.52%
VTI 30 $78.09 $2,381.75 $1,425.00 -$1.05 -1.33% -$32.02 $31.37 $956.75 67.14%
Portfolio value: $13,368.40
Total purchase price: $3,951.41
Total gain today: -$104.81 (-0.778%)
Total portfolio gain: $9,416.99 (238.320%)