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by tacostakohashi 1914 days ago
I have been working on a setup with ledger (https://www.ledger-cli.org/ - https://plaintextaccounting.org/).

It takes some work and experimenting to set up scripts / feeds from all my various brokers & pricing sources into the ledger format, I'm happy with the approach overall.

Alternatively, I'd suggest using Quicken or Moneydance.

Once you get to a certain level of complexity with lots, fees, commissions, currencies, etc, any simple tools / spreadsheet approach will break down and you need a fully-fledged accounting system.

Things I'd like to see are just some more utilities / data feeds for the ledger ecosystem.