A command line tool for managing financial investment portfolios written in Rust.

Overview

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A command line tool for managing financial investment portfolios written in Rust.

This project is the modern successor of finance.

Installation

You can install portfolio_rs directly from cargo (via crates.io:

cargo install portfolio_rs

Usage

1. Create your portfolio file

Create a JSON file with your portfolio positions.

Look at the example data for the format and data scheme.

2. Use the subcommands to gain insight on your portfolio:

Show the current balances of your portfolio:

portfolio_rs balances <JSON_FILE>

Show the current allocation of your portfolio:

portfolio_rs allocation <JSON_FILE>

Show the performance of your portfolio:

portfolio_rs performance <JSON_FILE>

If you need help, try portfolio_rs help [SUBCOMMAND] for usage information.

Demo

demo

Comments
  • configuration via yaml file

    configuration via yaml file

    Allow for configuration via a config.yaml

    This would allow using the tool with specifying a convoluted list of arguments every time.

    For example, users could just call portfolio_rs balances and the location of the datafile can be specified in the config.

    Proposed location:

    • $XDG_CONFIG_HOME/portfolio_rs/config.yaml if set
    • $HOME/.config/portfolio_rs/config.yaml on macOS
    • %APPDATA%\portfolio_rs\config.yaml on Windows

    Tasks:

    • [x] add a config subcommand to create/print a default config
    • [x] check if config exists and parse when running a subcommand
    enhancement 
    opened by MarkusZoppelt 1
  • Bump clap from 3.2.22 to 4.0.18

    Bump clap from 3.2.22 to 4.0.18

    Bumps clap from 3.2.22 to 4.0.18.

    Release notes

    Sourced from clap's releases.

    v4.0.18

    [4.0.18] - 2022-10-20

    Fixes

    • (derive) Allow #[command(skip)] to also work with enum variants with a value

    v4.0.17

    [4.0.17] - 2022-10-18

    Fixes

    • Allow using Arg::last(true) with Arg::value_hint(ValueHint::CommandWithArguments)

    v4.0.16

    [4.0.16] - 2022-10-18

    Fixes

    • Arg::exclusive(true) should not be exclusive with the argument's own ArgGroup

    v4.0.15

    [4.0.15] - 2022-10-13

    Fixes

    • (error) Don't suggest -- when it doesn't help
    • (error) Be more consistent in quoting, punctuation, and indentation in errors

    v4.0.14

    [4.0.14] - 2022-10-12

    Fixes

    • Only put ArgGroup in ArgMatches when explicitly specified, fixing derives handling of option-flattened fields (#4375)

    v4.0.13

    [4.0.13] - 2022-10-11

    Features

    • (derive) Allow () for fields to mean "don't read" (#4371)

    v4.0.12

    [4.0.12] - 2022-10-10

    Features

    • Added TypedValueParser::try_map for when adapting an existing TypedValueParser can fail
    • (error) Create errors like clap with Error::new, Error::with_cmd, and Error::insert

    ... (truncated)

    Changelog

    Sourced from clap's changelog.

    [4.0.18] - 2022-10-20

    Fixes

    • (derive) Allow #[command(skip)] to also work with enum variants with a value

    [4.0.17] - 2022-10-18

    Fixes

    • Allow using Arg::last(true) with Arg::value_hint(ValueHint::CommandWithArguments)

    [4.0.16] - 2022-10-18

    Fixes

    • Arg::exclusive(true) should not be exclusive with the argument's own ArgGroup

    [4.0.15] - 2022-10-13

    Fixes

    • (error) Don't suggest -- when it doesn't help
    • (error) Be more consistent in quoting, punctuation, and indentation in errors

    [4.0.14] - 2022-10-12

    Fixes

    • Only put ArgGroup in ArgMatches when explicitly specified, fixing derives handling of option-flattened fields (#4375)

    [4.0.13] - 2022-10-11

    Features

    • (derive) Allow () for fields to mean "don't read" (#4371)

    [4.0.12] - 2022-10-10

    Features

    • Added TypedValueParser::try_map for when adapting an existing TypedValueParser can fail
    • (error) Create errors like clap with Error::new, Error::with_cmd, and Error::insert

    [4.0.11] - 2022-10-09

    Fixes

    • (help) Fix wrapping calculations with ANSI escape codes

    ... (truncated)

    Commits

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    dependencies 
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  • Bump serde from 1.0.151 to 1.0.152

    Bump serde from 1.0.151 to 1.0.152

    Bumps serde from 1.0.151 to 1.0.152.

    Release notes

    Sourced from serde's releases.

    v1.0.152

    • Documentation improvements
    Commits
    • ccf9c6f Release 1.0.152
    • b25d0ea Link to Hjson data format
    • 4f4557f Link to bencode data format
    • bf400d6 Link to serde_tokenstream data format
    • 4d2e36d Wrap flexbuffers bullet point to 80 columns
    • df6310e Merge pull request #2347 from dtolnay/docsrs
    • 938ab5d Replace docs.serde.rs links with intra-rustdoc links
    • ef5a0de Point documentation links to docs.rs instead of docs.serde.rs
    • 5d186c7 Opt out -Zrustdoc-scrape-examples on docs.rs
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    dependencies 
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  • Bump clap from 4.0.30 to 4.0.32

    Bump clap from 4.0.30 to 4.0.32

    Bumps clap from 4.0.30 to 4.0.32.

    Release notes

    Sourced from clap's releases.

    v4.0.32

    [4.0.32] - 2022-12-22

    Fixes

    • (parser) When overriding required(true), consider args that conflict with its group

    v4.0.31

    [4.0.31] - 2022-12-22

    Performance

    • Speed up parsing when a lot of different flags are present (100 unique flags)
    Changelog

    Sourced from clap's changelog.

    [4.0.32] - 2022-12-22

    Fixes

    • (parser) When overriding required(true), consider args that conflict with its group

    [4.0.31] - 2022-12-22

    Performance

    • Speed up parsing when a lot of different flags are present (100 unique flags)
    Commits
    • ec4ccf0 chore: Release
    • 13fdb83 docs: Update changelog
    • b877345 Merge pull request #4573 from epage/conflict
    • 85ecb3e fix(parser): Override required when parent group has conflict
    • d145b8b test(parser): Demonstrate required-overload bug
    • 0eccd55 chore: Release
    • 1e37c25 docs: Update changelog
    • dcd5fec Merge pull request #4572 from epage/group
    • dde22e7 style: Update for latest clippy
    • dd8435d perf(parser): Reduce duplicate lookups
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  • configuration via yml file

    configuration via yml file

    This PR creates a configuration file upon first run and checks the file for settings, e.g. portfolio_file can be set to an absolute path where users store their data JSON file.

    Closes #22

    opened by MarkusZoppelt 0
  • Bump serde from 1.0.149 to 1.0.150

    Bump serde from 1.0.149 to 1.0.150

    ⚠️ Dependabot is rebasing this PR ⚠️

    Rebasing might not happen immediately, so don't worry if this takes some time.

    Note: if you make any changes to this PR yourself, they will take precedence over the rebase.


    Bumps serde from 1.0.149 to 1.0.150.

    Release notes

    Sourced from serde's releases.

    v1.0.150

    • Relax some trait bounds from the Serialize impl of HashMap and BTreeMap (#2334)
    • Enable Serialize and Deserialize impls of std::sync::atomic types on more platforms (#2337, thanks @​badboy)
    Commits
    • d493649 Release 1.0.150
    • 0e947e6 Merge pull request #2338 from serde-rs/atomic
    • 9249dab Deduplicate atomic_impl macro calls
    • 7440e56 Deduplicate atomic_impl macro implementations
    • 0d79306 Update atomic_impl macros to have same input syntax in all cfgs
    • 37faaf2 Mention target_has_atomic stabilization
    • 650358f Replace obsolete comment about target_has_atomic support
    • 6159ead Invert use_target_has_atomic cfg
    • 692ac99 Format PR 2337 with rustfmt
    • 86161ce Adjust spacing in some macro matchers
    • Additional commits viewable in compare view

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  • Bump tokio from 1.22.0 to 1.23.0

    Bump tokio from 1.22.0 to 1.23.0

    Bumps tokio from 1.22.0 to 1.23.0.

    Release notes

    Sourced from tokio's releases.

    Tokio v1.23.0

    Fixed

    • net: fix Windows named pipe connect (#5208)
    • io: support vectored writes for ChildStdin (#5216)
    • io: fix async fn ready() false positive for OS-specific events (#5231)

    Changed

    • runtime: yield_now defers task until after driver poll (#5223)
    • runtime: reduce amount of codegen needed per spawned task (#5213)
    • windows: replace winapi dependency with windows-sys (#5204)

    #5208: tokio-rs/tokio#5208 #5216: tokio-rs/tokio#5216 #5213: tokio-rs/tokio#5213 #5204: tokio-rs/tokio#5204 #5223: tokio-rs/tokio#5223 #5231: tokio-rs/tokio#5231

    Commits

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  • Bump clap from 4.0.27 to 4.0.29

    Bump clap from 4.0.27 to 4.0.29

    Bumps clap from 4.0.27 to 4.0.29.

    Release notes

    Sourced from clap's releases.

    v4.0.29

    [4.0.29] - 2022-11-29

    v4.0.28

    [4.0.28] - 2022-11-29

    Fixes

    • Fix wasm support which was broken in 4.0.27
    Changelog

    Sourced from clap's changelog.

    [4.0.29] - 2022-11-29

    [4.0.28] - 2022-11-29

    Fixes

    • Fix wasm support which was broken in 4.0.27
    Commits

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  • Bump serde from 1.0.148 to 1.0.149

    Bump serde from 1.0.148 to 1.0.149

    Bumps serde from 1.0.148 to 1.0.149.

    Release notes

    Sourced from serde's releases.

    v1.0.149

    • Relax some trait bounds from the Serialize impl of BinaryHeap, BTreeSet, and HashSet (#2333, thanks @​jonasbb)
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  • Bump clap from 4.0.26 to 4.0.27

    Bump clap from 4.0.26 to 4.0.27

    ⚠️ Dependabot is rebasing this PR ⚠️

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    Bumps clap from 4.0.26 to 4.0.27.

    Changelog

    Sourced from clap's changelog.

    [4.0.27] - 2022-11-24

    Features

    • Have Arg::value_parser accept Vec<impl Into<PossibleValue>>
    • Implement Display and FromStr for ColorChoice

    Fixes

    • Remove soundness issue by switching from atty to is-terminal
    Commits
    • 3262016 chore: Release
    • 757f95b docs: Update changelog
    • 20e02eb Merge pull request #4509 from epage/possible
    • fb1d960 Merge pull request #4249 from jcgruenhage/replace-atty
    • 94aca92 feat: Create ValueParser from Vec<PossibleValue>
    • 3bccfce docs: Clarify PossibleValue is likely not needed
    • 19981a2 docs: Clarify ColorChoice impls ValueEnum
    • 8d92f3e feat: Add Display/FromStr to ColorChoice
    • ed683ef fix: Always expose ColorChoice
    • 789bfd6 Merge pull request #4508 from epage/style
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  • Bump serde from 1.0.147 to 1.0.148

    Bump serde from 1.0.147 to 1.0.148

    Bumps serde from 1.0.147 to 1.0.148.

    Release notes

    Sourced from serde's releases.

    v1.0.148

    • Support remote derive for generic types that have private fields (#2327)
    Commits
    • 7766103 Release 1.0.148
    • 30f7c71 Merge pull request #2331 from dtolnay/remote
    • 50354c2 Improve error message on remote derive duplicate generics
    • c4f67e6 Add ui test of duplicate generics in remote derive
    • 0daafe4 Merge pull request #2330 from dtolnay/remote
    • 3702191 Fix Into conversion involving generic remote derive with getter
    • 7328b34 Add test of generic remote derive with getter
    • fabbd2b Merge pull request #2329 from dtolnay/safety
    • 6814f97 Revert Buf::as_str safety change from PR 2319
    • 4ea403c Merge pull request #2328 from dtolnay/remote
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  • keep track of purchases (date, amount, etc.)

    keep track of purchases (date, amount, etc.)

    keep track of purchases (and the amount the stock was purchased at), and take that into account for performance of the stock

    Thanks to u/fynnsu for bringing up that issue.

    enhancement 
    opened by MarkusZoppelt 0
  • update DB to store individual positions instead of total value only

    update DB to store individual positions instead of total value only

    Currently, the db only stores the previous total prices and not the individual stocks.

    Example:

    Adding a new position (that has performed poorly this YTD) will change the historical performance of the portfolio, even though it's a new position.

    Todo:

    keep track of all individual stocks (that way buying and selling stocks would become new db entries). This would help tracking the performance better.

    Thanks to u/fynnsu for bringing up that issue.

    enhancement help wanted good first issue 
    opened by MarkusZoppelt 0
Releases(v0.1.6)
  • v0.1.6(Jan 1, 2023)

    What's Changed

    • configuration via yml file by @MarkusZoppelt in https://github.com/MarkusZoppelt/portfolio_rs/pull/23
    • Bump clap from 4.0.30 to 4.0.32 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/24
    • Bump serde from 1.0.151 to 1.0.152 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/25
    • Create and upload binary releases on tag push by @MarkusZoppelt in https://github.com/MarkusZoppelt/portfolio_rs/pull/26

    Full Changelog: https://github.com/MarkusZoppelt/portfolio_rs/compare/v0.1.5...v0.1.6

    Source code(tar.gz)
    Source code(zip)
    portfolio_rs-x86_64-apple-darwin.tar.gz(2.34 MB)
    portfolio_rs-x86_64-pc-windows-msvc.zip(2.31 MB)
    portfolio_rs-x86_64-unknown-linux-gnu.tar.gz(2.54 MB)
  • v0.1.5(Dec 18, 2022)

    Crates.io

    https://crates.io/crates/portfolio_rs/0.1.5

    What's Changed

    • Bump serde_json from 1.0.88 to 1.0.89 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/13
    • Bump serde from 1.0.147 to 1.0.148 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/14
    • Bump clap from 4.0.26 to 4.0.27 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/15
    • generate demo.gif with VHS by @MarkusZoppelt in https://github.com/MarkusZoppelt/portfolio_rs/pull/16
    • Bump serde from 1.0.148 to 1.0.149 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/17
    • Bump clap from 4.0.27 to 4.0.29 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/18
    • Bump tokio from 1.22.0 to 1.23.0 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/19
    • Bump serde from 1.0.149 to 1.0.150 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/20
    • support for gpg encrypted data files by @MarkusZoppelt in https://github.com/MarkusZoppelt/portfolio_rs/pull/21

    Full Changelog: https://github.com/MarkusZoppelt/portfolio_rs/compare/v0.1.4...v0.1.5

    Source code(tar.gz)
    Source code(zip)
  • v0.1.4(Nov 20, 2022)

    Crates.io

    https://crates.io/crates/portfolio_rs/0.1.4

    What's Changed

    • Bump chrono from 0.4.22 to 0.4.23 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/10
    • Bump clap from 4.0.22 to 4.0.23 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/11
    • fix Chrono warnings by @MarkusZoppelt in https://github.com/MarkusZoppelt/portfolio_rs/pull/12

    Full Changelog: https://github.com/MarkusZoppelt/portfolio_rs/compare/v0.1.3...v0.1.4

    Source code(tar.gz)
    Source code(zip)
  • v0.1.3(Nov 8, 2022)

    Crates.io

    https://crates.io/crates/portfolio_rs/0.1.3

    What's Changed

    • Bump clap from 3.2.22 to 4.0.22 by @dependabot in https://github.com/MarkusZoppelt/portfolio_rs/pull/9

    New Contributors

    • @dependabot made their first contribution in https://github.com/MarkusZoppelt/portfolio_rs/pull/9

    Full Changelog: https://github.com/MarkusZoppelt/portfolio_rs/compare/v0.1.2...v0.1.3

    Source code(tar.gz)
    Source code(zip)
  • v0.1.2(Oct 22, 2022)

    Crates.io

    https://crates.io/crates/portfolio_rs/0.1.2

    What's Changed

    • support for basic performance tracking
    • add unit tests for basic functions
    • update documentation and add demo.gif

    Full Changelog: https://github.com/MarkusZoppelt/portfolio_rs/compare/v0.1.1...v0.1.2

    Source code(tar.gz)
    Source code(zip)
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