Tracking investment lots is often necessary to calculate capital gains accurately and to comply with tax law. It's a tricky, increasingly widespread bookkeeping need. This page aims to be a useful guide to the topic, for PTA users and PTA developers.
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I haven't seen this before (even though text implies that it existed since 2020!).
Great to see all the tools and all the approaches collected in one place.
I saw that validation was mentioned in a couple of places. I belive that beancount simply checks that all lots in a given account have the same sign, which effectively enforces that all the disposed lots are correctly referenced.
Oh, just the 2020 and 2023 notes were lying around, most recently at MOCKUPS - hledger. Most of this doc is new.