Advanced Features Guide

This guide covers advanced features and techniques for power users of TradeTrack.

Table of Contents

• Advanced Display Options
• Automation and Scripting
• Custom Price Sources
• Performance Optimization
• Integration Examples
• Troubleshooting Advanced Features

Advanced Display Options

Custom Terminal Width

Control table width for different terminal sizes:

# Set specific width
python ttrack.py -p portfolio -t 120

# Stretch to full terminal width
python ttrack.py -p portfolio -t 0

# Use default width from config
python ttrack.py -p portfolio

Sorting and Filtering

Multi-Column Sorting

Sort by multiple columns for complex analysis:

# Sort by portfolio, then by gain percentage
python ttrack.py --all --sort-multi portfolio,gain_pct

# Sort by cost descending, then by symbol ascending
python ttrack.py --all --sort-multi cost,symbol --sort-desc

Available Sort Columns

• portfolio - Portfolio name
• symbol - Asset symbol
• description - Asset description
• qty - Quantity
• ave - Average cost
• price - Current price
• gain_pct - Gain percentage
• cost - Total cost
• gain_dollars - Gain in dollars
• value - Current value

Display Modes

Day Gains vs Average Cost

Switch between day gains and average cost display:

# Show day gains (price change from previous close)
python ttrack.py -p portfolio -d

# Show average cost (default)
python ttrack.py -p portfolio

Include Cryptocurrency

Include crypto in all-portfolio view:

# Include crypto in --all view
python ttrack.py --all -ic

# Exclude crypto (default)
python ttrack.py --all

Data Management

Live Data Fetching

Force fresh data from Yahoo Finance:

# Bypass cache and fetch live data
python ttrack.py -p portfolio --live

# Use cached data (default, faster)
python ttrack.py -p portfolio

Export and Import

CSV Export

Export portfolio data for external analysis:

# Export single portfolio
python ttrack.py -p portfolio -c portfolio_export.csv

# Export all portfolios
python ttrack.py --all -c all_portfolios.csv

# Export with specific sorting
python ttrack.py --all --sort gain_dollars --sort-desc -c sorted_export.csv

CSV Format

Exported CSV includes all displayed columns:

Portfolio,Symbol,Description,Qty,Ave$,Price,Change,Gain%,Cost,Gain$,Value
STOCKS,AAPL,Apple Inc.,10,150.00,175.50,2.50,16.67,1500.00,255.00,1755.00

Backup and Restore

Portfolio Backup

Create timestamped backups:

# Backup single portfolio
python ttrack.py --backup-portfolio stocks

# Backup creates: backups/stocks_20241201_120000.yaml

Portfolio Restore

Restore from backup:

# Restore from backup
python ttrack.py --restore-portfolio backups/stocks_20241201_120000.yaml restored_stocks

Advanced Portfolio Management

Symbol Management

Add Symbols

Add new symbols to existing portfolios:

# Add symbol with description
python ttrack.py --add-symbol portfolio SYMBOL "Description"

# Example
python ttrack.py --add-symbol stocks NVDA "NVIDIA Corporation"

Remove Symbols

Remove symbols and all associated lots:

# Remove symbol completely
python ttrack.py --remove-symbol portfolio SYMBOL

# Example
python ttrack.py --remove-symbol stocks OLD_SYMBOL

Lot Management

List Lots

View all lots for a specific symbol:

# List all lots for a symbol
python ttrack.py --list-lots portfolio SYMBOL

# Example
python ttrack.py --list-lots stocks AAPL

Remove Lots

Remove specific lots by index:

# Remove lot by index (0-based)
python ttrack.py --remove-lot portfolio SYMBOL INDEX

# Example: Remove first lot of AAPL
python ttrack.py --remove-lot stocks AAPL 0

Configuration Advanced

Environment Variables

Override configuration with environment variables:

# Override config file location
export TTRACK_CONFIG_FILE="/path/to/custom/config.yaml"
python ttrack.py -p portfolio

# Override portfolio directory
export TTRACK_PORTFOLIOS_DIR="/path/to/portfolios"
python ttrack.py --list

Custom Configuration

Advanced Display Settings

display:
  terminal_width: 0              # 0 = stretch to full width
  borders: true                  # Always use Rich tables
  show_totals: true              # Show totals row
  include_crypto: true           # Include crypto by default
  max_description_length: 50     # Longer descriptions
  stretch_to_terminal: true      # Stretch tables to full width

Currency Formatting

currency:
  decimal_places: 4              # More decimal places
  show_symbol: false             # Hide currency symbol
  colored_mode: true             # Enable color coding
  negative_format: "minus"       # Use minus sign instead of parentheses

Sorting Configuration

display:
  default_sort_column: "gain_dollars"  # Default sort by gain
  default_sort_descending: true        # Default to descending order
  available_sort_columns:              # Custom sort options
    - "portfolio"
    - "symbol"
    - "gain_dollars"
    - "value"

Performance Optimization

Large Portfolio Handling

For portfolios with many lots:

1. Split portfolios: Break large portfolios into smaller ones
2. Use caching: Avoid --live flag unless necessary
3. Optimize sorting: Use efficient sort columns
4. Regular cleanup: Remove old or unnecessary lots

Memory Management

# Process one portfolio at a time
python ttrack.py -p portfolio1
python ttrack.py -p portfolio2

# Instead of processing all at once
python ttrack.py --all

Network Optimization

# Use cached data when possible
python ttrack.py -p portfolio

# Only use --live when necessary
python ttrack.py -p portfolio --live

Automation and Scripting

Batch Operations

Create scripts for common operations:

#!/bin/bash
# daily_portfolio_check.sh

# Check all portfolios
python ttrack.py --all -b

# Export daily backup
python ttrack.py --all -c "backups/daily_$(date +%Y%m%d).csv"

# Create portfolio backup
python ttrack.py --backup-portfolio main

Cron Jobs

Set up automated tasks:

# Add to crontab for daily portfolio check at 9 AM
0 9 * * * cd /path/to/tradetrack && python ttrack.py --all -c "backups/daily_$(date +\%Y\%m\%d).csv"

Integration with Other Tools

Combine with jq for JSON processing

# Export to CSV and process with other tools
python ttrack.py --all -c data.csv
cat data.csv | cut -d',' -f1,2,9 | sort -t',' -k3 -nr

Use with other portfolio tools

# Export for import into other systems
python ttrack.py --all -c portfolio_export.csv

Troubleshooting Advanced Issues

Debug Mode

Enable detailed debugging:

# Show debug information
python ttrack.py --debug -p portfolio

# Debug with live data
python ttrack.py --debug -p portfolio --live

Performance Profiling

# Time command execution
time python ttrack.py --all

# Profile memory usage
python -m memory_profiler ttrack.py --all

Log Analysis

Check for detailed error information in log files and debug output.

Best Practices

Portfolio Organization

1. Logical grouping: Group related assets in same portfolio
2. Consistent naming: Use consistent naming conventions
3. Regular maintenance: Clean up old data regularly
4. Backup strategy: Implement regular backup procedures

Data Quality

1. Accurate symbols: Verify all symbols on Yahoo Finance
2. Correct dates: Use actual purchase dates
3. Valid quantities: Ensure all quantities are positive
4. Consistent currency: Use same currency per portfolio

Performance

1. Efficient sorting: Use appropriate sort columns
2. Cache utilization: Minimize use of --live flag
3. Portfolio size: Keep portfolios reasonably sized
4. Regular updates: Update dependencies regularly

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Need more help? Check the Troubleshooting Guide or Development Guide.