acb_summary
Show current holdings with total ACB and ACB per share for each security. Input transactions inline or via CSV to compute adjusted cost base for unrealized gains.
Instructions
Show current holdings: shares, total ACB and ACB per share for each security.
A lighter view than calculate_acb when you only want the current book cost of what is still held (for example to compute an unrealized gain against a market price). Accepts inline 'transactions' or a 'csv_path'. Each transaction is an object: date (YYYY-MM-DD), action ('buy' or 'sell'), security (ticker/symbol), shares, price (per share), and optionally commission, currency, fx_rate (trade-currency to CAD, e.g. 1.35 for USD), and note.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| csv_path | No | ||
| transactions | No |