Hledger / Show Investment Assets Market Value
Show Investment Assets Market Value
Assess the market value of investment assets at a point in time.
hledger balance -HVQ assets:investments hledger balance -HVQ assets:investments #!/bin/bash
# Show Investment Assets Market Value
hledger balance -HVQ assets:investments import subprocess
# Show Investment Assets Market Value
# Make sure to replace <placeholders> with actual values
def run_command():
cmd = [
"hledger",
"balance",
"-HVQ",
"assets:investments"
]
try:
print(f"Executing: {' '.join(cmd)}")
subprocess.run(cmd, check=True)
except subprocess.CalledProcessError as e:
print(f"Error: {e}")
except FileNotFoundError:
print("Error: hledger not found. Please install it first.")
if __name__ == "__main__":
run_command() 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.