Finance

This is a project to keep track of finances. It generates graphs like the following:

How it works

Generally you will not be able to use this as is and it will need lots of modifications. This is just to get you started.

The finance_hourly.py script should be run hourly. The finance_daily.py script should be run daily. This stores all the historical data as text or CSV files, and then creates plots.

Crontab example:

@hourly             flock $HOME/code/accounts -c "$HOME/software/miniconda3/condabin/mamba run -n investing $HOME/bin/accounts/finance_hourly.py"
@daily              flock $HOME/code/accounts -c "$HOME/software/miniconda3/condabin/mamba run -n investing $HOME/bin/accounts/finance_daily.py"

Locking the directory is to prevent both scripts writing at the same time.

Adding new tickers

sqlite-utils add-column web/sqlite.db schwab_etfs_prices IBKR float
sqlite-utils add-column web/sqlite.db schwab_etfs_amounts IBKR float

Update ledger_amounts.py and history.py to include new ticker.