Just to make it clear: I've been thinking of using Beancount for general personal finance (tracking expenses, earnings etc.), with investment portfolio lumped up as "holdings" or so. These "holdings" would be updated from time to time with profits/losses or profit/losses accrued. Only the details of the actual single trades would have to be managed in the other application.
Marcio On Friday 14 June 2024 at 09:52:44 UTC-3 Marcio A. Vianna F. wrote: > Hi, all. > > Are you aware of accounting software targeted at a similar audience as > Beancount, but meant for trading taxes, tracking and accounting? In common > with Beancount, desirable features would be: > > * flexible (customizable) > * extensible > * python > * for small businesses or personal use > * scalable at least to a certain point > > All solutions I find on the internet are too limiting and may demand > worksome workarounds. > > The issue has been brought up some times on this board and it seems it is > now acknowledged that this kind of application isn't in the scope of > Beancount or its future developments (correct me if I'm wrong). I've been > away from Beancount for some years, so that I cannot recall exactly what > made Beancount a less-than-perfect fit for trading, but I think two needed > features would be: time of transaction, mean value of inventories, > inventories with negative balance (short positions). I could give up the > plain-text advantages for sqlite or other rdms if needed. > > Any tips in this regard? > > Many thanks. > > Marcio > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/71915cd3-429c-4d74-98d6-57b5586c3e08n%40googlegroups.com.