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BytesAgain β€Ί Skills β€Ί Avanza Investment Tracker
πŸ¦€ ClawHub

Avanza Investment Tracker

by @patello

Process Avanza CSV exports, calculate TWRR/Modified Dietz returns, and track portfolio performance. Use when importing stock transactions, calculating invest...

Versionv2.4.1
#clawhub
TERMINAL
clawhub install avanza-investment-tracker

πŸ“– About This Skill

name: avanza-investment-tracker description: "Process Avanza CSV exports, calculate TWRR/Modified Dietz returns, and track portfolio performance. Use when importing stock transactions, calculating investment returns, or managing portfolio data."

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/
β”œβ”€β”€ skills/avanza-investment-tracker/   # Portable skill (shareable)
β”‚   β”œβ”€β”€ SKILL.md
β”‚   β”œβ”€β”€ scripts/
β”‚   └── assets/
└── data/avanza/                        # Your private data
    β”œβ”€β”€ transactions.csv
    β”œβ”€β”€ special_cases.json
    └── asset_data.db

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

CLI Reference

| Command | Description | |---------|-------------| | python scripts/cli.py import FILE | Import transactions from CSV | | python scripts/cli.py stats | Show performance stats | | python scripts/cli.py stats --update-prices auto | Update prices, then show stats | | python scripts/cli.py accounts | Show account summaries | | python scripts/cli.py status | Check system status | | python scripts/cli.py reset --confirm | Clear database (DESTRUCTIVE) |

All commands accept:

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

    • Skill Contents

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

    πŸ’‘ Examples

    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