markuszoppelt / portfolio_rs Goto Github PK

Port over some variant of the encryption feature from MarkusZoppelt/finance.

Allow users to keep an encrypted data file (e.g. positions.json.age) that gets decrypted and read during runtime.

Users should be able to set the identity/age key in the config.yml.

Ideally, this should be easier to use and set up than the existing pgp/gpg support.

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.

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.

update README documentation and instructions

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:

• add a config subcommand to create/print a default config
• check if config exists and parse when running a subcommand

Create a database scheme suitable for the project that enables historic analysis and ultimately performance tracking.

Possible database options:

• SurrealDB (<- I always wanted to try this)
• postgres