portfolio_rs

A command line tool with interactive TUI for managing financial investment portfolios written in Rust.

This project is the modern successor of finance.

Installation

Install/run via pkgx:

pkgx portfolio_rs

You can install portfolio_rs directly from cargo (via crates.io):

cargo install portfolio_rs

Usage

1. Create your portfolio file

Create a JSON file with your portfolio positions.

Look at the example data for the format and data scheme.

2. Launch the portfolio tool:

Default: Customizable Interactive TUI (recommended):

portfolio_rs [JSON_FILE] [--tab TAB] [--disable COMPONENTS]

You may optionally specify which tab to open at start-up:

portfolio_rs [JSON_FILE] --tab overview     # Start on Overview & Allocation tab (default)
portfolio_rs [JSON_FILE] --tab balances     # Start on Balances tab

CLI Commands (optional):

portfolio_rs balances [JSON_FILE]     # Show balances table
portfolio_rs allocation [JSON_FILE]   # Show allocation chart  
portfolio_rs performance [JSON_FILE]  # Show performance metrics

Configuration:

portfolio_rs config                   # Show config file location
portfolio_rs components               # Show available components

If no file is specified, the tool uses the file from your config. If you need help, try portfolio_rs --help for usage information.

TUI Features

The interactive Terminal User Interface (default mode) provides:

• Overview & Allocation Tab: Large display of total portfolio value, visual bar chart, and detailed allocation breakdown
• Balances Tab: Detailed table of all positions with amounts, current values, and edit functionality

TUI Customization

You can disable specific UI components using the --disable flag with comma-separated component names:

Overview Tab Components:

• tab_bar - Top navigation tabs
• total_value - Large portfolio value display
• asset_allocation - Visual bar chart
• detailed_allocation - Allocation percentage list
• help - Help text at bottom

Balances Tab Components:

• tab_bar - Top navigation tabs
• name - Position name column
• asset_class - Asset class column
• amount - Amount/quantity column
• balance - Balance/value column

Examples:

# Hide tab bar and help text
portfolio_rs --disable tab_bar,help example_data.json

# Show only the allocation chart (hide detailed list)
portfolio_rs --disable detailed_allocation example_data.json

# Minimal balances view (name and balance only)
portfolio_rs --disable asset_class,amount example_data.json

TUI Navigation

• h / l : Switch tabs left/right (vim-style)
• j / k : Navigate up/down (select positions in Balances tab)
• e : Edit selected position amount (in Balances tab)
• Tab / ← → : Switch between tabs
• 1-2 : Jump directly to specific tabs
• q / Esc : Quit the application

Edit Functionality

• Select any position with j/k and press e to edit

• Real-time balance preview and input validation

• Changes are saved automatically to your data file

• Supports decimal precision for crypto and fractional shares

Screenshots

Overview & Allocation Tab

Balances Tab with Edit Functionality

Demo

Configuration

Upon first run, portfolio_rs will create a default config file. Use portfolio_rs config to show the config file location.

The most useful config entry is portfolio_file where you can set the absolute path to your data file. This will be used when no file is specified as an argument.

Bonus: GPG Encryption

This tool supports (gpg) encrypted json files. Decrypted values are never written to disk.

# you will need a valid gpg key in ~/.gnupg/
portfolio_rs [COMMAND] data.json.gpg

Pro Tip: Use a plugin like vim-gnupg for editing your data file.