On 2024-02-03, lipp f wrote: > For tax purposes, I need maximum balance of an investment account during > the tax year. reg -J sorted doesn't actually give me that. When using reg, > it needs to do a cumulative sum, on top of the initial balance.
Hmm, pretty sure the solution provided does literally that? Breaking it down... > -d 'd >= [2023] & d < [2024]' This is a display filter, which means transactions are included in totals even if they're not displayed. You need this to calculate the correct initial balance. > -V This just means you want the market value, because you didn't specify if this was a commodity account or a bank account. > -J This only outputs the date and the total, which is all you wanted and is easier to process. > sort -g -k2 Now sort that output by running total, so the highest balance you ever had will be at the end. > tail -1 Only print the highest balance, and throw the rest away. If that's not what you're looking for, can you give an example? Tavis. > > On Saturday, February 3, 2024 at 3:33:05 PM UTC-5 Tavis Ormandy wrote: > >> On 2024-02-03, lipp f wrote: >> > TIA. >> > >> >> Are you only interested in cases that a /transaction/ causes the maximum >> balance to be reached (e.g. you deposited some cash)? >> >> Maybe something like this? >> >> $ ledger reg -JVd 'd > [2023] & d < [2024]' ^Assets:Checking \ >> | sort -g -k2 \ >> | tail -1 >> >> I think you need the display filter, because --period would set the >> starting balance to 0. >> >> I guess you could do --sort 'account.value(d)' or something, but that >> would be kinda slow. >> >> If you also care about the case where the market value of a commodity >> increases, then I guess the answer is similar, but you need something >> like `--daily` or `--weekly`. >> >> I dunno, maybe someone else has a cleaner solution :) >> >> Tavis. >> >> -- >> _o) $ lynx lock.cmpxchg8b.com >> /\\ _o) _o) $ finger [email protected] >> _\_V _( ) _( ) @taviso >> >> > -- _o) $ lynx lock.cmpxchg8b.com /\\ _o) _o) $ finger [email protected] _\_V _( ) _( ) @taviso -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/ledger-cli/upmfcf%24110b%241%40ciao.gmane.io.
