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