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: Interactive TUI (recommended):

portfolio_rs [JSON_FILE] [--tab TAB]

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

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 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.