>>>>> "BO" == Brandon Olivares <[email protected]> writes:
BO> But say I have 5 different stocks, 4 are long and 1 is short. I’d like to
BO> calculate the percent of each stock in the portfolio.
BO> But if one is negative, there’s no easy way to calculate that.
Hmm.. what I do is include a note to my entries to distinguish symbols, and
leave accounts to map to their real world counterparts:
2020/03/12 Buy Amazon
; Symbol: AMZN
Assets:Portfolio:Equities 1 AMZN @ $1,700.00
Assets:Portfolio:Cash
I then use:
ledger bal --pivot=Symbol -B Equities
However, adding --percent does not work here, because each equity value
represents 100% of its contribution to that symbol...
Interestingly, changing to --group-by='tag("Symbol")' causes Ledger to crash,
which is nice to know.
I do wonder if we can't massage the data from this report somehow to get the
figures out that we need.
John
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