Avanza Investment Tracker

Parse transaction CSVs and compute portfolio performance metrics.

Quick Start

Run from skill root with data paths pointing to your workspace:

# Import transactions (data lives outside skill)
python scripts/cli.py import ../data/avanza/transactions.csv

# Calculate stats with auto price update
python scripts/cli.py stats --update-prices auto --database ../data/avanza/asset_data.db

# Or use defaults (assumes you cd into a data directory first)
cd ../data/avanza
python ../../skills/avanza-investment-tracker/scripts/cli.py import transactions.csv

Data Storage Pattern

User data lives OUTSIDE the skill directory. Recommended structure:

workspace-finance/
├── skills/avanza-investment-tracker/   # Portable skill (shareable)
│   ├── SKILL.md
│   ├── scripts/
│   └── assets/
└── data/avanza/                        # Your private data
    ├── transactions.csv
    ├── special_cases.json
    └── asset_data.db

The skill provides logic. Your data stays private and portable.

CLI Reference

All commands accept:

• --database PATH (default: data/asset_data.db)
• --special-cases PATH (default: data/special_cases.json)

Skill Contents

avanza-investment-tracker/
├── SKILL.md              # This file
├── requirements.txt      # pip dependencies
├── assets/               # Templates (copy to your data dir)
│   └── special_cases_template.json
├── scripts/              # Python code
│   ├── cli.py           # Main CLI entry
│   ├── data_parser.py
│   ├── database_handler.py
│   └── calculate_stats.py
└── references/           # Detailed guides (loaded as needed)
    ├── workflows.md
    └── troubleshooting.md

Dependencies

• requests - For fetching stock prices
• Standard library: sqlite3, csv, json, datetime, argparse

Install: pip install -r requirements.txt

Special Cases

Corporate actions (splits, spin-offs) may need manual rules:

1. Copy template: cp assets/special_cases_template.json ../data/avanza/special_cases.json
2. Edit with your rules
3. Import with --special-cases ../data/avanza/special_cases.json

See Also

• Detailed workflows: See references/workflows.md
• Troubleshooting: See references/troubleshooting.md

Account Filtering

By default, stats show all accounts. Use settings default-accounts to set your preferred accounts:

# Set default accounts (your main portfolio)
python scripts/cli.py --database ../data/avanza/asset_data.db settings default-accounts "1234567,Savings Account,9876543"

# View stats for default accounts only
python scripts/cli.py --database ../data/avanza/asset_data.db stats --account default

# Or specify accounts directly
python scripts/cli.py stats --account "1234567,Savings Account"

# View all accounts
python scripts/cli.py stats --account all