Connection check
verified live · 20h ago
krosos
Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
Tools
12
GitHub stars
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Installs / wk
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Licence
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Transport
streamable-http
Last checked
20h ago
Tools & capabilities
12 toolsRead from the running server on 20h ago.
get_dashboard
Net worth, balance sheet and current holdings, in the ledger's base currency. Net worth, balance sheet and current holdings, in the ledger's base currency.
get_net_worth_history
Historical net-worth snapshots (one point per day where recorded). Historical net-worth snapshots (one point per day where recorded).
get_prices
Current price per ticker with its source, quote currency and recent change, plus any manual overrides. Current price per ticker with its source, quote currency and recent change, plus any manual overrides.
get_projection_config
The forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side. The forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.
get_reference_data
Valid accounts, providers, tickers, asset classes and categories. Read this before writing: trades and adjustments must use these values unless allow_new_values is set. Valid accounts, providers, tickers, asset classes and categories. Read this before writing: trades and adjustments must use these values unless allow_new_values is set.
get_tax_report
yearaccount
Capital-gains / income tax estimate for a year: gains, losses, exemption (including any carried-forward amount), taxable base and estimated tax. Capital-gains / income tax estimate for a year: gains, losses, exemption (including any carried-forward amount), taxable base and estimated tax.
list_connections
Linked exchange, bank and wallet connections, each with its sync mode (balance updates, or transactions staged for review) and when it last synced. Linked exchange, bank and wallet connections, each with its sync mode (balance updates, or transactions staged for review) and when it last synced.
list_transactions
Transaction history as a human-friendly list, newest first. Transaction history as a human-friendly list, newest first.
log_trade
to_risktx_date*to_asset*from_riskto_amount*to_ticker*
+14
Log a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions. Log a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.
record_balance_adjustment
asset*ticker*account*tx_date*provider*quantity_delta*
+1
Record a signed quantity change on one holding (a balance update that is not a trade). Same body and validation as POST /api/position-adjustments. Record a signed quantity change on one holding (a balance update that is not a trade). Same body and validation as POST /api/position-adjustments.
refresh_prices
symbolticker
Fetch fresh market prices now. With no ticker this refreshes every priced holding; with one it refreshes just that ticker. Fetch fresh market prices now. With no ticker this refreshes every priced holding; with one it refreshes just that ticker.
sync_connections