TradeTrack

Welcome to the complete TradeTrack documentation. This guide covers everything you need to know to effectively use TradeTrack for portfolio management and analysis.

Table of Contents

Getting Started

• Dependencies - System requirements and Python dependencies
• Configuration - Portfolio configuration and management
• Portfolio Format - Understanding YAML portfolio structure

Advanced Usage

• Advanced Features - Advanced usage, customization, and automation
• Development - Development setup and contributing guidelines

Troubleshooting

• Troubleshooting - Common issues, solutions, and debugging

Quick Navigation

For New Users

1. Start with Dependencies to ensure your system is ready
2. Follow Configuration to set up your first portfolio
3. Learn about Portfolio Format to understand the data structure

For Advanced Users

1. Explore Advanced Features for automation and customization
2. Check Development if you want to contribute or extend TradeTrack

For Troubleshooting

1. Check Troubleshooting for common issues and solutions
2. Review Configuration if you’re having setup problems

Overview

TradeTrack is a powerful command-line portfolio tracker that provides:

• Real-time Data: Live stock and cryptocurrency prices via Yahoo Finance API
• Portfolio Management: Create and manage multiple portfolios with YAML configuration
• Lot Tracking: Track individual purchase lots with dates, quantities, and cost basis
• Analytics: Comprehensive statistics, gains/losses, and performance metrics
• Beautiful Display: Rich terminal tables with customizable formatting
• Tax Analysis: Analyze lot aging and capital gains for tax optimization
• Data Export: Export portfolio data to CSV format
• Backup & Restore: Automatic portfolio backups and restore functionality

Getting Help

If you can’t find what you’re looking for in this documentation:

1. Check the Troubleshooting guide for common issues
2. Review the Advanced Features for advanced usage patterns
3. Open an issue on GitHub for bugs or feature requests

Contributing

We welcome contributions! See Development for information on:

• Setting up a development environment
• Running tests
• Submitting pull requests
• Code style guidelines

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TradeTrack Documentation - Complete guide to portfolio tracking and analysis