A command line tool for managing financial investment portfolios written in Rust.

This project is meant to be the modern successor of my finance repository.

Installation

You can install portfolio_rs directly from cargo (via crates.io:

cargo install portfolio_rs

Usage

You can try subcommands, e.g., balances or allocation with the example data. If you need help, try portfolio_rs help for usage information.

Roadmap

• [x] Async quote querying
• [x] JSON format for portfolio position
• [x] Plot portfolio allocation
• [ ] Store quote data persistently. (I want to try SurrealDB)
• [ ] Performance tracking

Examples:

portfolio_rs balances example_data.json

will result in something like:

                      Name |  Asset Class |     Amount |    Balance
====================================================================
                   S&P 500 |       Stocks |       2.00 |     749.28
         US Treasury 20+yr |        Bonds |       4.00 |     420.64
               Commodities |  Commodities |       3.00 |      64.49
                      Gold |         Gold |       1.00 |     155.68
                   Bitcoin |       Crypto |       0.01 |     189.63
                      Cash |         Cash |     200.00 |     200.00
====================================================================
Your total balance is: 1779.72