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Hledger / Show Investment Assets Market Value

Show Investment Assets Market Value

Assess the market value of investment assets at a point in time.

$
Terminal
hledger balance -HVQ assets:investments

When To Use

During strategy sessions for investment reassessment and asset allocation.

Pro Tip

Use the -S flag to omit assets below a certain value to streamline the output.

Anatomy of Output

Understanding the result

2024-01-01 Investments $250,000.00 Market Value

Total market value of investment assets.

- Stocks $150,000.00 Stock Investments

Breakdown of market value by investments.

- Bonds $100,000.00 Bond Investments

Breakdown indicates bond investments.

Power User Variants

Optimized versions

hledger balance -HVQ --value now assets:investments

Get live updates on the investments in real-time.

hledger balance -H -Q assets:investments -S --depth 2

Display hierarchical breakdown while excluding low-value assets.

Troubleshooting

Common pitfalls

No investments found in the specified category.

Solution: Adjust your account types to include more data.

Invalid account path: 'assets:investments'.

Solution: Verify the account path is correctly specified.

Option '-HVQ' is not supported.

Solution: Check compatibility with your hledger version for recognized flags.

Command Breakdown

What each part is doing

hledger
Base Command
The executable that performs this operation. Here it runs Hledger before the shell applies any redirect operators.
-HVQ
Command Option
Tool-specific option used by this command invocation.

Alternative Approaches

Comparable commands in other tools

Alternative data processing tools for the same job.