$ ledger reg -J -X CAD -V assets and not external | sort -g -k2 | tail -1 2021-12-31 1369417.9409144474843847 $ ledger bal -X CAD -V -e "2022-1-1" assets and not external 1,249,676.858511046923949 CAD and max balance is actually on Jan 3 $ ledger bal -X CAD -V -e "2022-1-4" assets and not external 1,280,858.174837954476431 CAD On Saturday, February 3, 2024 at 5:40:25 PM UTC-5 Tavis Ormandy wrote:
> 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/48a23524-d9e4-4910-9b5c-6959b96d49edn%40googlegroups.com.
