acb_summary
Show current holdings with adjusted cost base (ACB) per share. Use inline transactions or a CSV file to get the book cost of securities still held.
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 |