Skip to content

Latest commit

 

History

History
207 lines (160 loc) · 5.59 KB

recipes.md

File metadata and controls

207 lines (160 loc) · 5.59 KB

Lakshmi Recipes

Table of Contents

Introduction

This document goes through some suggestions, tips and tricks for using the lak tool. For detailed help on the lak tool, please see the lak user guide.

Clean-up config files

By default, the lak config files are in the user home directory. This clutters up the home directory, and many users would prefer to move these files elsewhere. lak supports overriding these defaults. For linux-based systems, it is recommended that the config files are moved to ~/.config/lak directory and the cache is moved to ~/.cache/lakshmicache.

First move the config files and cache (if some of these files don't exist, you can safely ignore them):

mkdir -p ~/.config/lak
mkdir -p ~/.cache
# Move all the config files to .config/lak
mv ~/portfolio.yaml ~/.performance.yaml ~/.lakrc ~/.config/lak
# Move cache to .cache
mv ~/.lakshmicache ~/.cache/lakshmicache

Now modify lakrc to point to new configuration directories. Edit ~/.config/lak/.lakrc and replace the existing paths with the new locations:

portfolio: '~/.config/lak/portfolio.yaml'
performance: ~/.config/lak/.performance.yaml
cache: '~/.cache/lakshmicache'

Finally, make sure lak is reading its config from the new file. In your shell configuration file (e.g. .bashrc for Bash or .zshrc for Zsh), add the following line:

export LAK_CONFIG=~/.config/lak/.lakrc

Turn on auto-completion

lak is built on top of click which supports shell completion for Bash, Zsh and Fish shells. Shell completion is very useful and suggests commands, option names for commands, etc.

Completion can be enabled by invoking lak during start-up for every shell session, but this is slow. The recommended method is to generate a config file once and source that into shell of your choice.

For Bash:

_LAK_COMPLETE=bash_source lak > ~/.config/.lak-complete.bash

# Source the file in ~/.bashrc.
. ~/.config/lak-complete.bash

For Zsh:

_LAK_COMPLETE=zsh_souce lak > ~/.config/.lak-complete.zsh

# Source the file in ~/.zshrc.
. ~/.config/lak-complete.zsh

For Fish:

# Save the script to ~/.config/fish/completions/lak.fish:
_LAK_COMPLETE=fish_source lak > ~/.config/fish/completions/lak.fish

Manage multiple portfolios

Many times users will find themselves managing multiple independent portfolios. The recommended way for doing this is to create multiple lak config files, each pointing to a difference portfolio file (and optionally a perfomance file if checkpointing is used). For example:

# ~/.config/lak/lakrc1
portfolio: '~/.config/lak/portfolio1.yaml'
performance: ~/.config/lak/.performance1.yaml
cache: '~/.cache/lakshmicache' # This can be shared.

# ~/.config/lak/lakrc2
portfolio: '~/.config/lak/portfolio2.yaml'
performance: ~/.config/lak/.performance2.yaml
cache: '~/.cache/lakshmicache' # This can be shared.

# ~/.config/lak/lakrc3
portfolio: '~/.config/lak/portfolio3.yaml'
performance: ~/.config/lak/.performance3.yaml
cache: '~/.cache/lakshmicache' # This can be shared.

Then you can create aliases in your shell config file (.bashrc for bash or .zshrc for Zsh):

alias lak1='LAK_CONFIG=~/.config/lak/.lakrc1 lak'
alias lak2='LAK_CONFIG=~/.config/lak/.lakrc2 lak'
alias lak3='LAK_CONFIG=~/.config/lak/.lakrc3 lak'

After this, lak1 command can be used to manage portfolio 1 and so on.

Setting up automatic emails

One of the benefits of using lak is that users can automate a lot of portfolio monitoring tasks. Instead of accessing your portfolio through the lak tool manually, users can create a script to send them emails periodically. For example, below is a shell script to send an HTML email about the portfolio status:

#!/bin/bash

[email protected]
PATH=PATH_TO_LAK_TOOL:$PATH

# This depends on the ssmtp tool. You can replace this with your installed
# email program.
cat << EMAIL_END | ssmtp $EMAIL
MIME-Version: 1.0
Content-Type: text/html; charset=utf-8
To:${EMAIL}
Subject: Portfolio Update

<html>
<head>
  <style>
    table, th, td {
      border: 2px solid black;
      border-collapse: collapse;
      padding: 6px;
    }
  </style>
</head>
<body>

<h2>tl;dr</h2>
<pre>
$(lak analyze tlh -p 10 -d 20000 rebalance)
</pre>

<br><hr><br>

<h2>Asset Allocation</h2>
$(lak list -f html aa -c 'US,Intl,Bonds')

<br>

$(lak list -f html total)

<br><hr><br>

<h2>Assets</h2>
$(lak list -f html assets)

<br><hr><br>

<h2>Tax lots</h2>
$(lak list -f html lots)

<h2>Performance</h2>
$(lak list -f html performance)

</body>
</html>
EMAIL_END

A scheduling program like cron can be used to run this script periodically. For example, to send this email monthly on the 5th day at 5am:

# Entry for lak in crontab:
00 05 5 * * portfolio_email.sh

How to reorder list of accounts or assets

There is currently no automated way to re-order list of accounts or assets appearing in lak list accounts or lak list assets. But the portfolio file can be manually edited and different sections can be moved around to achieve this. Please see Portfolio file syntax for help on the syntax of this file.