ROI

Terminal-first ROI tracker for active traders. Fast, local, keyboard-driven, and happy to live in a tmux pane.

Highlights

• Offline, file-based: no accounts, no trackers.
• CSV import tailored to common brokerage exports (group headers + indented sell lots).
• Per-position ROI%, PnL$, days held; portfolio snapshot banner.
• Detail view with ROI timeline; portfolio scatter chart.
• Persistent storage in positions.json (auto-saved on add/edit/delete/import).
• Works great over SSH/WSL; pure terminal (crossterm + ratatui).

Quickstart

cargo install roi

OR

git clone <this-repo>
cd roi
cargo run

Controls

Key	Action
↑ / ↓	Move selection
Enter or d	Position detail view
a	Add position
e	Edit selected position
x or Delete	Delete selected position
i	Import from CSV
h	Help
q	Quit

CSV import

• Open the import dialog with i and provide a path to your CSV.
• Supported header patterns (auto-detected): Symbol, Quantity, Date, Cost/Share $, Total Cost $, Date, Price/Share $, Proceeds $, Gain $, Deferred Loss $, Term, Lot Selection.
• Grouped exports with a symbol summary row followed by indented Sell rows are handled; child rows inherit the last seen ticker.
• Dates: YYYY-MM-DD or MM/DD/YYYY.
• Numbers may include $, commas, or -- (treated as missing).

Example minimal header (also accepted):

ticker,cost,qty,sale,purchase_date,sale_date
GM,84.77,10,86.61,2026-01-27,2026-01-27

Persistence

• All positions are stored in positions.json at the repo root.
• The file is written automatically on add/edit/delete/import.
• Delete positions.json to reset to seed sample data.

Build

Requires Rust 1.75+.

cargo build --release

Binary will be at target/release/roi.

Data shown

• PnL$: proceeds – cost basis.
• ROI%: PnL / cost basis.
• Days held: sale date – purchase date (min 1).

Troubleshooting

• Import says “No rows found”: ensure the CSV contains the “TAXABLE G&L DETAILS” header or the 6-column minimal format.
• Ticker shows as previous symbol: child rows inherit the last non-Sell symbol; make sure summaries precede their lots.
• Bad date format: use YYYY-MM-DD or MM/DD/YYYY.

License

MIT