Portfolio

The web service included in ledger allows tracking a portfolio of various holdings. Currently stocks, mutual funds, and crypto currencies are supported.

Basically, you just create a portfolio configuration file where you match your accounts to commodities and the shares of the commodity the account represents.

The example configuration shows what crypto currency holding may look like.

[[portfolio]]
name = "Crypto Holdings"

    [[portfolio.stock]]
    name = "Bitcoin"
    security_type = "Crypto"
    section = "Crypto"
    ticker = "BTC-USD"
    account = "Assets:Crypto:BTC"
    shares = 0.009

    [[portfolio.stock]]
    name = "Etherium"
    security_type = "Crypto"
    section = "Crypto"
    ticker = "ETH-USD"
    account = "Assets:Crypto:ETH"
    shares = 0.1

Crypto Holdings

Portfolio view of holdings.

Stocks and Mutual Funds

Stock or Mutual Fund Quotes require API keys to services.

# Used for "Stock" security_type -- see https://iexcloud.io/docs/api/
iex_token = "pk_tokenstring"

# Used for "Fund" security_type -- see https://www.alphavantage.co/documentation
av_token = "apikey"

[[portfolio]]
name = "Stock Holdings"
show_dividends = true

    [[portfolio.stock]]
    name = "S&P 500"
    security_type = "Stock"
    section = "Holdings"
    ticker = "SPY"
    account = "Assets:Holdings:SPY"
    shares = 200.0

    [[portfolio.stock]]
    name = "Vanguard Growth"
    security_type = "Fund"
    section = "Holdings"
    ticker = "VASGX"
    account = "Assets:Holdings:VASGX"
    shares = 23.5