mpal v0.6.0

mpal v0.6.0

This release adds portfolio allocation reporting and improves asset list readability.

Highlights

• Added mpal portfolio allocation.

• Portfolio allocation is based on book value, not market value.

• Added allocation table columns:

  • PORTFOLIO
  • TOTAL CASH
  • POSITIONS
  • BOOK VALUE
  • ALLOCATION

• Improved mpal asset list styling:

  • asset symbols keep the row-key style
  • portfolio names now use muted styling
  • table text and layout remain unchanged

Portfolio allocation

mpal portfolio allocation shows how active portfolios are allocated by book value.

Formula:

BOOK VALUE = TOTAL CASH + POSITIONS
ALLOCATION = portfolio BOOK VALUE / total BOOK VALUE across active portfolios

Notes:

• POSITIONS means open position book cost.
• Allocation is not based on capital.
• Allocation is not based on cash alone.
• Allocation is not market value.
• mpal does not use live prices or unrealized P&L.

Validation

This release passed:

• python -m pytest
• python -m ruff check .
• python -m ruff format --check .
• git diff --check
• python -m build
• python -m twine check dist/*
• .\scripts\manual_qa.ps1
• .\scripts\wheel_smoke_test.ps1

Package identity

• Distribution: mpal-cli
• Import package: mpal
• CLI command: mpal
• License: MIT

mpal v0.5.2

mpal v0.5.2

First public-ready release of mpal — Multi-Portfolio Asset Ledger.

mpal is a local, manual CLI tool for tracking portfolio capital, cash, book-cost positions, asset income, realized P&L, and return.

Highlights

• Added the unified mpal summary command.

• Added global, portfolio, and asset summary modes:

  • mpal summary
  • mpal summary -p <portfolio>
  • mpal summary -p <portfolio> -a <asset>

• Added mpal summary --explain for concise metric definitions.

• Added global dashboard metrics:

  • TOTAL CAPITAL
  • TOTAL CASH
  • POSITIONS
  • BOOK VALUE
  • TOTAL INCOME
  • REALIZED P&L
  • RETURN

• Simplified capital commands:

  • mpal deposit <amount> -p <portfolio>
  • mpal withdraw <amount> -p <portfolio>
  • mpal capital -p <portfolio>
  • mpal capital log -p <portfolio>

• Removed pre-release redundant commands:

  • mpal portfolio show
  • mpal asset show
  • mpal capital show
  • mpal capital deposit
  • mpal capital withdraw

• Improved table rendering, spacing, key-column styling, and dashboard layout.

• Finalized README, CLI docs, financial model docs, release docs, manual QA, and wheel smoke testing.

Financial model

mpal remains fully manual and local:

• No live prices.
• No market value.
• No unrealized P&L.
• Positions are tracked by book cost.
• Book value is total cash plus open position book cost.
• Return is calculated from realized P&L and income over total capital.

Validation

This release passed:

• python -m pytest
• python -m ruff check .
• python -m ruff format --check .
• git diff --check
• python -m build
• python -m twine check dist/*
• .\scripts\manual_qa.ps1
• .\scripts\wheel_smoke_test.ps1

Package identity

• Distribution: mpal-cli
• Import package: mpal
• CLI command: mpal
• License: MIT