avanza-investment-tracker
# Avanza Investment Tracker
Parse transaction CSVs and compute portfolio performance metrics.
## Quick Start
Run from skill root with data paths pointing to your workspace:
```bash
# Import transactions (data lives outside skill)
python scripts/cli.py import ../data/avanza/transactions.csv
# Calculate stats with auto price update
python scripts/cli.py stats --update-prices auto --database ../data/avanza/asset_data.db
# Or use defaults (assumes you cd into a data directory first)
cd ../data/avanza
python ../../skills/avanza-investment-tracker/scripts/cli.py import transactions.csv
```
## Data Storage Pattern
**User data lives OUTSIDE the skill directory.** Recommended structure:
```
workspace-finance/
├── skills/avanza-investment-tracker/ # Portable skill (shareable)
│ ├── SKILL.md
│ ├── scripts/
│ └── assets/
└── data/avanza/ # Your private data
├── transactions.csv
├── special_cases.json
└── asset_data.db
```
The skill provides logic. Your data stays private and portable.
## CLI Reference
| Command | Description |
|---------|-------------|
| `python scripts/cli.py import FILE` | Import transactions from CSV |
| `python scripts/cli.py stats` | Show performance stats |
| `python scripts/cli.py stats --update-prices auto` | Update prices, then show stats |
| `python scripts/cli.py accounts` | Show account summaries |
| `python scripts/cli.py status` | Check system status |
| `python scripts/cli.py reset --confirm` | Clear database (DESTRUCTIVE) |
All commands accept:
- `--database PATH` (default: `data/asset_data.db`)
- `--special-cases PATH` (default: `data/special_cases.json`)
## Skill Contents
```
avanza-investment-tracker/
├── SKILL.md # This file
├── requirements.txt # pip dependencies
├── assets/ # Templates (copy to your data dir)
│ └── special_cases_template.json
├── scripts/ # Python code
│ ├── cli.py # Main CLI entry
│ ├── data_parser.py
│ ├── database_handler.py
│ └── calculate_stats.py
└── references/ # Detailed guides (loaded as needed)
├── workflows.md
└── troubleshooting.md
```
## Dependencies
- `requests` - For fetching stock prices
- Standard library: `sqlite3`, `csv`, `json`, `datetime`, `argparse`
Install: `pip install -r requirements.txt`
## Special Cases
Corporate actions (splits, spin-offs) may need manual rules:
1. Copy template: `cp assets/special_cases_template.json ../data/avanza/special_cases.json`
2. Edit with your rules
3. Import with `--special-cases ../data/avanza/special_cases.json`
## See Also
- **Detailed workflows**: See [references/workflows.md](references/workflows.md)
- **Troubleshooting**: See [references/troubleshooting.md](references/troubleshooting.md)
## Account Filtering
By default, stats show all accounts. Use `settings default-accounts` to set your preferred accounts:
```bash
# Set default accounts (your main portfolio)
python scripts/cli.py --database ../data/avanza/asset_data.db settings default-accounts "1234567,Savings Account,9876543"
# View stats for default accounts only
python scripts/cli.py --database ../data/avanza/asset_data.db stats --account default
# Or specify accounts directly
python scripts/cli.py stats --account "1234567,Savings Account"
# View all accounts
python scripts/cli.py stats --account all
```
标签
skill
ai
