Personal Investment Portfolio CLI Tracker

A complete Rust CLI application for tracking investment portfolios with colored terminal output.

Features

• ✅ CLI Interface: Full command-line interface with clap
• ✅ Multiple Commands: balances, allocation, performance
• ✅ JSON Portfolio Storage: Simple file-based portfolio storage
• ✅ Portfolio Analysis:
  • Current balances and values
  • Asset allocation percentages
  • Performance metrics with gains/losses
• ✅ Mock Price Data: Built-in price data for stocks and crypto
• ✅ Colored Output: Enhanced terminal output with colors
• ✅ Error Handling: Comprehensive error handling with anyhow
• ✅ Multi-Asset Support: Stocks and cryptocurrency support

Quick Start

1. Build: cargo build --release (requires Rust)
2. Run: ./target/release/portfolio_rs balances portfolio.json

Portfolio Format

[
  {
    "ticker": "AAPL",
    "quantity": 10,
    "cost_basis": 150,
    "date_purchased": "2024-06-01"
  },
  {
    "ticker": "TSLA", 
    "quantity": 5,
    "cost_basis": 600,
    "date_purchased": "2024-05-10"
  }
]

Commands

# View current balances
portfolio_rs balances portfolio.json

# View asset allocation
portfolio_rs allocation portfolio.json  

# View performance metrics
portfolio_rs performance portfolio.json

Example Output

Balances Command

--------------------------------------
Ticker   | Quantity | Current Price | Value
--------------------------------------
AAPL     | 10.00    | 170.00        | 1700.00
TSLA     | 5.00     | 700.00        | 3500.00
GOOGL    | 2.00     | 2800.00       | 5600.00
MSFT     | 15.00    | 350.00        | 5250.00
--------------------------------------
Total Portfolio Value: 16050.00

Allocation Command

--------------------------------------
Asset Allocation
--------------------------------------
AAPL: 10.6%
TSLA: 21.8%
GOOGL: 34.9%
MSFT: 32.7%
--------------------------------------

Performance Command

--------------------------------------
Ticker   | Purchase Price | Current Price | Return % | Gain/Loss
--------------------------------------
AAPL     | 150.00         | 170.00        | +13.3%   | +200.00
TSLA     | 600.00         | 700.00        | +16.7%   | +500.00
GOOGL    | 2500.00        | 2800.00       | +12.0%   | +600.00
MSFT     | 300.00         | 350.00        | +16.7%   | +750.00
--------------------------------------
Total Return: +14.8%
Total Gain/Loss: +2050.00

Development

Run without building a release binary:

cargo run -- balances portfolio.json
cargo run -- allocation portfolio.json
cargo run -- performance portfolio.json

Price Data

Uses mock price data for demonstration. For production:

1. Sign up for a stock price API (Alpha Vantage, IEX Cloud, etc.)
2. Add your API key to src/api.rs
3. Replace mock data with real API calls

Technologies Used / Dependencies

• Rust: Core programming language
• Clap: Command-line argument parsing
• Serde: JSON serialization/deserialization
• Tokio: Async runtime
• Reqwest: HTTP client (prepared for real API integration)
• Colored: Terminal color output
• Anyhow: Error handling
• Chrono: Date/time handling

Future Enhancements

• Real API integration
• Encryption support for portfolio files
• Historical performance tracking
• Portfolio rebalancing suggestions
• Support for multiple asset classes (bonds, crypto, etc.)
• Export to CSV/Excel
• Web dashboard