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capitalist

Capitalist is a project mainly written in RUBY and JAVASCRIPT, it's free.

A Rails 3 based capital management tool

Capitalist

This is a simple Rails 3 based tool to help manage a personal stock portfolio.

Capital gains

Tracking capital gains is the first feature planned.

It's possible to have multiple positions open in an individual asset at any one time: simultaneous holdings in different accounts for example. Each of these positions can comprise multiple buying and selling transactions.

A position is going to have an averaged buying price which is the aggregate of all the buying transactions to date, and forms the basis of any capital gains when selling all, or a proportion of the position holdings as follows:

the basic price gain = transaction selling price - averaged buying price

The disclaimer

Feel free to fork this template for your own purposes, but it comes with the obligatory disclaimer, no guarantees or support.


Copyright © 2011 James Whinfrey

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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