doc: cookbook: prices example
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							| @ -146,6 +146,7 @@ main = do | ||||
|         ,"site/csv-import.md" | ||||
|         ,"site/account-aliases.md" | ||||
|         ,"site/account-separator.md" | ||||
|         ,"site/investments.md" | ||||
|         ] | ||||
| 
 | ||||
|       -- cookbook pages combined, ready for web output by hakyll | ||||
|  | ||||
| @ -97,6 +97,7 @@ Practical user recipes, including: | ||||
| [Convert CSV files](csv-import.html)\ | ||||
| [Rewrite account names](account-aliases.html)\ | ||||
| [Use another account separator character](account-separator.html)\ | ||||
| [Track investments](investments.html)\ | ||||
| 
 | ||||
| </div> | ||||
| 
 | ||||
|  | ||||
							
								
								
									
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								site/investments.md
									
									
									
									
									
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							| @ -0,0 +1,64 @@ | ||||
| # Track investments | ||||
| 
 | ||||
| A simple example using [prices](/journal.html#prices): | ||||
| 
 | ||||
| ```journal | ||||
| 2017/1/1 opening balances | ||||
|   (assets:depot)  $3000 | ||||
| 
 | ||||
| 2017/1/2 buy shares at $200 | ||||
|   ; let's assume no fees | ||||
|   assets:shares   10 TSLA @ $200  ; transaction/purchase price | ||||
|   assets:depot | ||||
| 
 | ||||
| ; market price, has jumped since yesterday's purchase! | ||||
| P 2017/1/3 TSLA $250 | ||||
| ``` | ||||
| 
 | ||||
| Some reports. | ||||
| We start with $3000. | ||||
| After the 1/2 purchase, we have $1000 remaining and 10 TSLA shares: | ||||
| ```shell | ||||
| $ hledger -f t.j bal assets --flat -HD | ||||
| Ending balances (historical) in 2017/01/01-2017/01/02: | ||||
| 
 | ||||
|                ||  2017/01/01     2017/01/02  | ||||
| ===============++============================ | ||||
|  assets:depot  ||       $3000          $1000  | ||||
|  assets:shares ||           0        10 TSLA  | ||||
| ---------------++---------------------------- | ||||
|                ||       $3000 $1000, 10 TSLA  | ||||
| ``` | ||||
| 
 | ||||
| Show the shares's value at cost, with [`-B/--cost`](/hledger.html#reporting-options): | ||||
| ```shell | ||||
| $ hledger -f t.j bal assets --flat -HD -B | ||||
| Ending balances (historical) in 2017/01/01-2017/01/02: | ||||
| 
 | ||||
|                ||  2017/01/01  2017/01/02  | ||||
| ===============++========================= | ||||
|  assets:depot  ||       $3000       $1000  | ||||
|  assets:shares ||           0       $2000  | ||||
| ---------------++------------------------- | ||||
|                ||       $3000       $3000  | ||||
| ``` | ||||
| 
 | ||||
| Show the shares's value using the latest applicable market price,  | ||||
| with [`-V/--value`](/hledger.html#market-value). | ||||
| A $500 capital gain is apparent in the totals: | ||||
| ```shell | ||||
| $ hledger -f t.j bal assets --flat -HD -V | ||||
| Ending balances (historical) in 2017/01/01-2017/01/02: | ||||
| 
 | ||||
|                ||  2017/01/01  2017/01/02  | ||||
| ===============++========================= | ||||
|  assets:depot  ||       $3000       $1000  | ||||
|  assets:shares ||           0       $2500  | ||||
| ---------------++------------------------- | ||||
|                ||       $3000       $3500  | ||||
| ``` | ||||
| 
 | ||||
| This is about the limit of hledger's  | ||||
| [value-reporting](https://github.com/simonmichael/hledger/issues/131)  | ||||
| [abilities](https://github.com/simonmichael/hledger/issues/329),  | ||||
| currently. | ||||
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