;doc: update manuals
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@ -5855,9 +5855,9 @@ Either search does not converge to a solution, or converges too slowly.
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Examples:
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.IP \[bu] 2
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Using roi to compute total return of investment in stocks:
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https://github.com/simonmichael/hledger/blob/master/examples/roi-unrealised.ledger
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https://github.com/simonmichael/hledger/blob/master/examples/investing/roi-unrealised.ledger
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.IP \[bu] 2
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Cookbook -> Return on Investment
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Cookbook > Return on Investment: https://hledger.org/roi.html
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.SS Spaces and special characters in \f[C]--inv\f[R] and \f[C]--pnl\f[R]
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.PP
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Note that \f[C]--inv\f[R] and \f[C]--pnl\f[R]\[aq]s argument is a query,
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@ -6008,9 +6008,16 @@ unit\[dq].
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Change in \[dq]unit price\[dq] over the reporting period gives you rate
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of return of your investment.
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.PP
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References: * Explanation of rate of return * Explanation of IRR *
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Explanation of TWR * Examples of computing IRR and TWR and discussion of
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the limitations of both metrics
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References:
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.IP \[bu] 2
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Explanation of rate of return
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.IP \[bu] 2
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Explanation of IRR
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.IP \[bu] 2
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Explanation of TWR
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.IP \[bu] 2
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Examples of computing IRR and TWR and discussion of the limitations of
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both metrics
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.SS stats
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.PP
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stats
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@ -7602,6 +7609,12 @@ hledger will report an error if a commodity symbol is used that has not
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been declared by a \f[C]commodity\f[R] directive.
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This works similarly to account error checking, see the notes there for
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more details.
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.PP
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Note, this disallows amounts without a commodity symbol, because
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currently it\[aq]s not possible (?) to declare the \[dq]no-symbol\[dq]
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commodity with a directive.
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This is one exception for convenience: zero amounts are always allowed
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to have no commodity symbol.
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.SS Default commodity
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.PP
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The \f[C]D\f[R] directive sets a default commodity, to be used for any
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@ -4888,9 +4888,9 @@ display, regardless of the length of reporting interval.
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Examples:
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* Using roi to compute total return of investment in stocks:
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https://github.com/simonmichael/hledger/blob/master/examples/roi-unrealised.ledger
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https://github.com/simonmichael/hledger/blob/master/examples/investing/roi-unrealised.ledger
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* Cookbook -> Return on Investment
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* Cookbook > Return on Investment: https://hledger.org/roi.html
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* Menu:
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@ -5030,9 +5030,13 @@ and changes in its value change the value of "investment unit". Change
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in "unit price" over the reporting period gives you rate of return of
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your investment.
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References: * Explanation of rate of return * Explanation of IRR *
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Explanation of TWR * Examples of computing IRR and TWR and discussion of
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the limitations of both metrics
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References:
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* Explanation of rate of return
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* Explanation of IRR
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* Explanation of TWR
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* Examples of computing IRR and TWR and discussion of the limitations
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of both metrics
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File: hledger.info, Node: stats, Next: tags, Prev: roi, Up: COMMANDS
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@ -6436,6 +6440,11 @@ report an error if a commodity symbol is used that has not been declared
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by a 'commodity' directive. This works similarly to account error
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checking, see the notes there for more details.
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Note, this disallows amounts without a commodity symbol, because
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currently it's not possible (?) to declare the "no-symbol" commodity
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with a directive. This is one exception for convenience: zero amounts
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are always allowed to have no commodity symbol.
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File: hledger.info, Node: Default commodity, Next: Declaring market prices, Prev: Declaring commodities, Up: JOURNAL FORMAT
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@ -9629,280 +9638,280 @@ Node: rewrite vs print --auto175863
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Ref: #rewrite-vs.-print---auto176023
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Node: roi176579
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Ref: #roi176679
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Node: Spaces and special characters in --inv and --pnl178365
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Ref: #spaces-and-special-characters-in---inv-and---pnl178605
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Node: Semantics of --inv and --pnl179093
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Ref: #semantics-of---inv-and---pnl179332
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Node: IRR and TWR explained181182
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Ref: #irr-and-twr-explained181342
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Node: stats184410
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Ref: #stats184511
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Node: tags185891
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Ref: #tags185991
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Node: test186510
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Ref: #test186626
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Node: About add-on commands187373
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Ref: #about-add-on-commands187510
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Node: JOURNAL FORMAT188641
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Ref: #journal-format188769
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Node: Transactions190996
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Ref: #transactions191111
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Node: Dates192125
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Ref: #dates192241
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Node: Simple dates192306
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Ref: #simple-dates192426
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Node: Secondary dates192935
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Ref: #secondary-dates193083
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Node: Posting dates194419
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Ref: #posting-dates194542
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Node: Status195914
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Ref: #status196024
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Node: Code197732
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Ref: #code197844
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Node: Description198076
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Ref: #description198204
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Node: Payee and note198524
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Ref: #payee-and-note198632
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Node: Comments198967
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Ref: #comments199089
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Node: Tags200283
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Ref: #tags-1200394
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Node: Postings201787
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Ref: #postings201911
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Node: Virtual postings202937
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Ref: #virtual-postings203048
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Node: Account names204353
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Ref: #account-names204490
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Node: Amounts204978
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Ref: #amounts205115
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Node: Decimal marks digit group marks206100
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Ref: #decimal-marks-digit-group-marks206277
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Node: Commodity207298
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Ref: #commodity207487
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Node: Directives influencing number parsing and display208439
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Ref: #directives-influencing-number-parsing-and-display208700
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Node: Commodity display style209193
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Ref: #commodity-display-style209401
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Node: Rounding211596
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Ref: #rounding211716
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Node: Transaction prices212128
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Ref: #transaction-prices212294
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Node: Lot prices lot dates214725
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Ref: #lot-prices-lot-dates214908
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Node: Balance assertions215396
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Ref: #balance-assertions215574
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Node: Assertions and ordering216607
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Ref: #assertions-and-ordering216789
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Node: Assertions and included files217489
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Ref: #assertions-and-included-files217726
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Node: Assertions and multiple -f options218059
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Ref: #assertions-and-multiple--f-options218309
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Node: Assertions and commodities218441
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Ref: #assertions-and-commodities218667
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Node: Assertions and prices219824
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Ref: #assertions-and-prices220032
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Node: Assertions and subaccounts220472
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Ref: #assertions-and-subaccounts220695
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Node: Assertions and virtual postings221019
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Ref: #assertions-and-virtual-postings221255
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Node: Assertions and precision221397
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Ref: #assertions-and-precision221584
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Node: Balance assignments221851
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Ref: #balance-assignments222021
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Node: Balance assignments and prices223185
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Ref: #balance-assignments-and-prices223351
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Node: Directives223575
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Ref: #directives223738
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Node: Directives and multiple files228230
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Ref: #directives-and-multiple-files228426
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Node: Comment blocks229118
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Ref: #comment-blocks229295
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Node: Including other files229471
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Ref: #including-other-files229645
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Node: Default year230569
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Ref: #default-year230727
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Node: Declaring payees231134
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Ref: #declaring-payees231305
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Node: Declaring the decimal mark231551
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Ref: #declaring-the-decimal-mark231751
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Node: Declaring commodities232148
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Ref: #declaring-commodities232339
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Node: Commodity error checking234857
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Ref: #commodity-error-checking235007
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Node: Default commodity235264
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Ref: #default-commodity235444
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Node: Declaring market prices236560
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Ref: #declaring-market-prices236749
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Node: Declaring accounts237562
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Ref: #declaring-accounts237742
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Node: Account error checking238944
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Ref: #account-error-checking239110
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Node: Account comments240289
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Ref: #account-comments240473
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Node: Account subdirectives240897
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Ref: #account-subdirectives241082
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Node: Account types241395
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Ref: #account-types241569
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Node: Auto-detected account types242985
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Ref: #auto-detected-account-types243140
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Node: Account display order244375
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Ref: #account-display-order244535
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Node: Rewriting accounts245686
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Ref: #rewriting-accounts245865
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Node: Basic aliases246875
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Ref: #basic-aliases247011
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Node: Regex aliases247755
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Ref: #regex-aliases247917
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Node: Combining aliases248636
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Ref: #combining-aliases248819
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Node: Aliases and multiple files250095
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Ref: #aliases-and-multiple-files250294
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Node: end aliases250873
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Ref: #end-aliases251067
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Node: Aliases can generate bad account names251216
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Ref: #aliases-can-generate-bad-account-names251425
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Node: Default parent account252010
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Ref: #default-parent-account252200
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Node: Periodic transactions253084
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Ref: #periodic-transactions253267
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Node: Periodic rule syntax255184
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Ref: #periodic-rule-syntax255384
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Node: Two spaces between period expression and description!256088
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Ref: #two-spaces-between-period-expression-and-description256401
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Node: Forecasting with periodic transactions257085
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Ref: #forecasting-with-periodic-transactions257384
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Node: Budgeting with periodic transactions260155
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Ref: #budgeting-with-periodic-transactions260388
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Node: Auto postings260797
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Ref: #auto-postings260933
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Node: Auto postings and multiple files263112
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Ref: #auto-postings-and-multiple-files263310
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Node: Auto postings and dates263519
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Ref: #auto-postings-and-dates263787
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Node: Auto postings and transaction balancing / inferred amounts / balance assertions263962
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Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions264307
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Node: Auto posting tags264810
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Ref: #auto-posting-tags265019
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Node: CSV FORMAT265655
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Ref: #csv-format265783
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Node: Examples268412
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Ref: #examples268515
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Node: Basic268723
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Ref: #basic268825
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Node: Bank of Ireland269367
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Ref: #bank-of-ireland269504
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Node: Amazon270966
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Ref: #amazon271086
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Node: Paypal272805
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Ref: #paypal272901
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Node: CSV rules280545
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Ref: #csv-rules280663
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Node: skip280996
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Ref: #skip281096
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Node: fields list281471
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Ref: #fields-list281610
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Node: field assignment283176
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Ref: #field-assignment283328
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Node: Field names284363
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Ref: #field-names284503
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Node: date field284883
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Ref: #date-field285003
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Node: date2 field285051
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Ref: #date2-field285194
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Node: status field285250
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Ref: #status-field285395
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Node: code field285444
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Ref: #code-field285591
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Node: description field285636
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Ref: #description-field285798
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Node: comment field285857
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Ref: #comment-field286014
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Node: account field286325
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Ref: #account-field286477
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Node: amount field287052
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Ref: #amount-field287203
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Node: currency field288448
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Ref: #currency-field288603
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Node: balance field288860
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Ref: #balance-field288994
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Node: separator289366
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Ref: #separator289498
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Node: if block290038
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Ref: #if-block290165
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Node: Matching the whole record290566
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Ref: #matching-the-whole-record290743
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Node: Matching individual fields291546
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Ref: #matching-individual-fields291752
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Node: Combining matchers291976
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Ref: #combining-matchers292174
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Node: Rules applied on successful match292487
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Ref: #rules-applied-on-successful-match292680
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Node: if table293334
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Ref: #if-table293455
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Node: end295193
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Ref: #end295307
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Node: date-format295531
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Ref: #date-format295665
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Node: decimal-mark296661
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Ref: #decimal-mark296808
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Node: newest-first297147
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Ref: #newest-first297290
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Node: include297973
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Ref: #include298106
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Node: balance-type298550
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Ref: #balance-type298672
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Node: Tips299372
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Ref: #tips299463
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Node: Rapid feedback299762
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Ref: #rapid-feedback299881
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Node: Valid CSV300333
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Ref: #valid-csv300465
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Node: File Extension300657
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Ref: #file-extension300811
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Node: Reading multiple CSV files301240
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Ref: #reading-multiple-csv-files301427
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Node: Valid transactions301668
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Ref: #valid-transactions301848
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Node: Deduplicating importing302476
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Ref: #deduplicating-importing302657
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Node: Setting amounts303690
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Ref: #setting-amounts303847
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Node: Amount signs306291
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Ref: #amount-signs306445
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Node: Setting currency/commodity307132
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Ref: #setting-currencycommodity307320
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Node: Amount decimal places308494
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Ref: #amount-decimal-places308686
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Node: Referencing other fields308998
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Ref: #referencing-other-fields309197
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Node: How CSV rules are evaluated310094
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Ref: #how-csv-rules-are-evaluated310269
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Node: TIMECLOCK FORMAT311720
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Ref: #timeclock-format311860
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Node: TIMEDOT FORMAT313921
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Ref: #timedot-format314059
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Node: COMMON TASKS318621
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Ref: #common-tasks318750
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Node: Getting help319157
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Ref: #getting-help319291
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Node: Constructing command lines319852
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Ref: #constructing-command-lines320046
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Node: Starting a journal file320743
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Ref: #starting-a-journal-file320943
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Node: Setting opening balances322131
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Ref: #setting-opening-balances322329
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Node: Recording transactions325470
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Ref: #recording-transactions325652
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Node: Reconciling326208
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Ref: #reconciling326353
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Node: Reporting328610
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Ref: #reporting328752
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Node: Migrating to a new file332751
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Ref: #migrating-to-a-new-file332901
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Node: LIMITATIONS333200
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Ref: #limitations333328
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Node: TROUBLESHOOTING334071
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Ref: #troubleshooting334186
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Node: Spaces and special characters in --inv and --pnl178404
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Ref: #spaces-and-special-characters-in---inv-and---pnl178644
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Node: Semantics of --inv and --pnl179132
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Ref: #semantics-of---inv-and---pnl179371
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Node: IRR and TWR explained181221
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Ref: #irr-and-twr-explained181381
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Node: stats184467
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Ref: #stats184568
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Node: tags185948
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Ref: #tags186048
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Node: test186567
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Ref: #test186683
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Node: About add-on commands187430
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Ref: #about-add-on-commands187567
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Node: JOURNAL FORMAT188698
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Ref: #journal-format188826
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Node: Transactions191053
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Ref: #transactions191168
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Node: Dates192182
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Ref: #dates192298
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Node: Simple dates192363
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Ref: #simple-dates192483
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Node: Secondary dates192992
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Ref: #secondary-dates193140
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Node: Posting dates194476
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Ref: #posting-dates194599
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Node: Status195971
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Ref: #status196081
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Node: Code197789
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Ref: #code197901
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Node: Description198133
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Ref: #description198261
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Node: Payee and note198581
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Ref: #payee-and-note198689
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Node: Comments199024
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Ref: #comments199146
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Node: Tags200340
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Ref: #tags-1200451
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Node: Postings201844
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Ref: #postings201968
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Node: Virtual postings202994
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Ref: #virtual-postings203105
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Node: Account names204410
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Ref: #account-names204547
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Node: Amounts205035
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Ref: #amounts205172
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Node: Decimal marks digit group marks206157
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Ref: #decimal-marks-digit-group-marks206334
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Node: Commodity207355
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Ref: #commodity207544
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Node: Directives influencing number parsing and display208496
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Ref: #directives-influencing-number-parsing-and-display208757
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Node: Commodity display style209250
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Ref: #commodity-display-style209458
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Node: Rounding211653
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Ref: #rounding211773
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Node: Transaction prices212185
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Ref: #transaction-prices212351
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Node: Lot prices lot dates214782
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Ref: #lot-prices-lot-dates214965
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Node: Balance assertions215453
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Ref: #balance-assertions215631
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Node: Assertions and ordering216664
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Ref: #assertions-and-ordering216846
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Node: Assertions and included files217546
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Ref: #assertions-and-included-files217783
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Node: Assertions and multiple -f options218116
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Ref: #assertions-and-multiple--f-options218366
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Node: Assertions and commodities218498
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Ref: #assertions-and-commodities218724
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Node: Assertions and prices219881
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Ref: #assertions-and-prices220089
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Node: Assertions and subaccounts220529
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Ref: #assertions-and-subaccounts220752
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Node: Assertions and virtual postings221076
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Ref: #assertions-and-virtual-postings221312
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Node: Assertions and precision221454
|
||||
Ref: #assertions-and-precision221641
|
||||
Node: Balance assignments221908
|
||||
Ref: #balance-assignments222078
|
||||
Node: Balance assignments and prices223242
|
||||
Ref: #balance-assignments-and-prices223408
|
||||
Node: Directives223632
|
||||
Ref: #directives223795
|
||||
Node: Directives and multiple files228287
|
||||
Ref: #directives-and-multiple-files228483
|
||||
Node: Comment blocks229175
|
||||
Ref: #comment-blocks229352
|
||||
Node: Including other files229528
|
||||
Ref: #including-other-files229702
|
||||
Node: Default year230626
|
||||
Ref: #default-year230784
|
||||
Node: Declaring payees231191
|
||||
Ref: #declaring-payees231362
|
||||
Node: Declaring the decimal mark231608
|
||||
Ref: #declaring-the-decimal-mark231808
|
||||
Node: Declaring commodities232205
|
||||
Ref: #declaring-commodities232396
|
||||
Node: Commodity error checking234914
|
||||
Ref: #commodity-error-checking235064
|
||||
Node: Default commodity235579
|
||||
Ref: #default-commodity235759
|
||||
Node: Declaring market prices236875
|
||||
Ref: #declaring-market-prices237064
|
||||
Node: Declaring accounts237877
|
||||
Ref: #declaring-accounts238057
|
||||
Node: Account error checking239259
|
||||
Ref: #account-error-checking239425
|
||||
Node: Account comments240604
|
||||
Ref: #account-comments240788
|
||||
Node: Account subdirectives241212
|
||||
Ref: #account-subdirectives241397
|
||||
Node: Account types241710
|
||||
Ref: #account-types241884
|
||||
Node: Auto-detected account types243300
|
||||
Ref: #auto-detected-account-types243455
|
||||
Node: Account display order244690
|
||||
Ref: #account-display-order244850
|
||||
Node: Rewriting accounts246001
|
||||
Ref: #rewriting-accounts246180
|
||||
Node: Basic aliases247190
|
||||
Ref: #basic-aliases247326
|
||||
Node: Regex aliases248070
|
||||
Ref: #regex-aliases248232
|
||||
Node: Combining aliases248951
|
||||
Ref: #combining-aliases249134
|
||||
Node: Aliases and multiple files250410
|
||||
Ref: #aliases-and-multiple-files250609
|
||||
Node: end aliases251188
|
||||
Ref: #end-aliases251382
|
||||
Node: Aliases can generate bad account names251531
|
||||
Ref: #aliases-can-generate-bad-account-names251740
|
||||
Node: Default parent account252325
|
||||
Ref: #default-parent-account252515
|
||||
Node: Periodic transactions253399
|
||||
Ref: #periodic-transactions253582
|
||||
Node: Periodic rule syntax255499
|
||||
Ref: #periodic-rule-syntax255699
|
||||
Node: Two spaces between period expression and description!256403
|
||||
Ref: #two-spaces-between-period-expression-and-description256716
|
||||
Node: Forecasting with periodic transactions257400
|
||||
Ref: #forecasting-with-periodic-transactions257699
|
||||
Node: Budgeting with periodic transactions260470
|
||||
Ref: #budgeting-with-periodic-transactions260703
|
||||
Node: Auto postings261112
|
||||
Ref: #auto-postings261248
|
||||
Node: Auto postings and multiple files263427
|
||||
Ref: #auto-postings-and-multiple-files263625
|
||||
Node: Auto postings and dates263834
|
||||
Ref: #auto-postings-and-dates264102
|
||||
Node: Auto postings and transaction balancing / inferred amounts / balance assertions264277
|
||||
Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions264622
|
||||
Node: Auto posting tags265125
|
||||
Ref: #auto-posting-tags265334
|
||||
Node: CSV FORMAT265970
|
||||
Ref: #csv-format266098
|
||||
Node: Examples268727
|
||||
Ref: #examples268830
|
||||
Node: Basic269038
|
||||
Ref: #basic269140
|
||||
Node: Bank of Ireland269682
|
||||
Ref: #bank-of-ireland269819
|
||||
Node: Amazon271281
|
||||
Ref: #amazon271401
|
||||
Node: Paypal273120
|
||||
Ref: #paypal273216
|
||||
Node: CSV rules280860
|
||||
Ref: #csv-rules280978
|
||||
Node: skip281311
|
||||
Ref: #skip281411
|
||||
Node: fields list281786
|
||||
Ref: #fields-list281925
|
||||
Node: field assignment283491
|
||||
Ref: #field-assignment283643
|
||||
Node: Field names284678
|
||||
Ref: #field-names284818
|
||||
Node: date field285198
|
||||
Ref: #date-field285318
|
||||
Node: date2 field285366
|
||||
Ref: #date2-field285509
|
||||
Node: status field285565
|
||||
Ref: #status-field285710
|
||||
Node: code field285759
|
||||
Ref: #code-field285906
|
||||
Node: description field285951
|
||||
Ref: #description-field286113
|
||||
Node: comment field286172
|
||||
Ref: #comment-field286329
|
||||
Node: account field286640
|
||||
Ref: #account-field286792
|
||||
Node: amount field287367
|
||||
Ref: #amount-field287518
|
||||
Node: currency field288763
|
||||
Ref: #currency-field288918
|
||||
Node: balance field289175
|
||||
Ref: #balance-field289309
|
||||
Node: separator289681
|
||||
Ref: #separator289813
|
||||
Node: if block290353
|
||||
Ref: #if-block290480
|
||||
Node: Matching the whole record290881
|
||||
Ref: #matching-the-whole-record291058
|
||||
Node: Matching individual fields291861
|
||||
Ref: #matching-individual-fields292067
|
||||
Node: Combining matchers292291
|
||||
Ref: #combining-matchers292489
|
||||
Node: Rules applied on successful match292802
|
||||
Ref: #rules-applied-on-successful-match292995
|
||||
Node: if table293649
|
||||
Ref: #if-table293770
|
||||
Node: end295508
|
||||
Ref: #end295622
|
||||
Node: date-format295846
|
||||
Ref: #date-format295980
|
||||
Node: decimal-mark296976
|
||||
Ref: #decimal-mark297123
|
||||
Node: newest-first297462
|
||||
Ref: #newest-first297605
|
||||
Node: include298288
|
||||
Ref: #include298421
|
||||
Node: balance-type298865
|
||||
Ref: #balance-type298987
|
||||
Node: Tips299687
|
||||
Ref: #tips299778
|
||||
Node: Rapid feedback300077
|
||||
Ref: #rapid-feedback300196
|
||||
Node: Valid CSV300648
|
||||
Ref: #valid-csv300780
|
||||
Node: File Extension300972
|
||||
Ref: #file-extension301126
|
||||
Node: Reading multiple CSV files301555
|
||||
Ref: #reading-multiple-csv-files301742
|
||||
Node: Valid transactions301983
|
||||
Ref: #valid-transactions302163
|
||||
Node: Deduplicating importing302791
|
||||
Ref: #deduplicating-importing302972
|
||||
Node: Setting amounts304005
|
||||
Ref: #setting-amounts304162
|
||||
Node: Amount signs306606
|
||||
Ref: #amount-signs306760
|
||||
Node: Setting currency/commodity307447
|
||||
Ref: #setting-currencycommodity307635
|
||||
Node: Amount decimal places308809
|
||||
Ref: #amount-decimal-places309001
|
||||
Node: Referencing other fields309313
|
||||
Ref: #referencing-other-fields309512
|
||||
Node: How CSV rules are evaluated310409
|
||||
Ref: #how-csv-rules-are-evaluated310584
|
||||
Node: TIMECLOCK FORMAT312035
|
||||
Ref: #timeclock-format312175
|
||||
Node: TIMEDOT FORMAT314236
|
||||
Ref: #timedot-format314374
|
||||
Node: COMMON TASKS318936
|
||||
Ref: #common-tasks319065
|
||||
Node: Getting help319472
|
||||
Ref: #getting-help319606
|
||||
Node: Constructing command lines320167
|
||||
Ref: #constructing-command-lines320361
|
||||
Node: Starting a journal file321058
|
||||
Ref: #starting-a-journal-file321258
|
||||
Node: Setting opening balances322446
|
||||
Ref: #setting-opening-balances322644
|
||||
Node: Recording transactions325785
|
||||
Ref: #recording-transactions325967
|
||||
Node: Reconciling326523
|
||||
Ref: #reconciling326668
|
||||
Node: Reporting328925
|
||||
Ref: #reporting329067
|
||||
Node: Migrating to a new file333066
|
||||
Ref: #migrating-to-a-new-file333216
|
||||
Node: LIMITATIONS333515
|
||||
Ref: #limitations333643
|
||||
Node: TROUBLESHOOTING334386
|
||||
Ref: #troubleshooting334501
|
||||
|
||||
End Tag Table
|
||||
|
||||
|
||||
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Reference in New Issue
Block a user