beancounter addportfolio IBM:100:USD:joe:401k:90.25:20000320 \
SPY:50:USD:joe:ira:142.25:20000620
This adds IBM to the 401k portfolio of Joe, as well as SP500 'Spiders' to
his IRA portfolio. The stocks are also added to the general stock info
tables.
beancounter addstock LNUX RHAT COR.TO
This adds these three Linux companies to the database without adding
them to any specific portfolios.
beancounter backpopulate --prevdate '1 year ago' \
--date 'friday 1 week ago' IBM SUNW HWP
This backpopulates the database with historic prices for three
hardware companies. Note how the date specification is very general.
beancounter plreport --prevdate '1 month ago' --date 'today' \
--restriction "owner='joe'"
This calculates portfolio profits or losses over the last year. It
also imposes the database restriction that only stocks owned by
'joe' are to be included.
beancounter status --restriction "type='401k'"
This shows a portfolio status report with the restriction that only
stocks from the '401k' account are to be included.
beancounter risk
This runs a Value-at-Risk (VaR) report with parametric VaR (the standard
Delta method), non-parametric VaR (the return quintile) as well as
marginal VaR based on returns of the (default time frame of the) last six
months. Other time periods can be specified via the --date and
--prevdate option arguments.
Also see the howto page with a
full example of setup_beancounter.