roi 0.1.4

A fast, minimal Rust CLI tool for comparing the contents of two directories. Displays which files or directories exist only in one location or the other, with optional color output, depth limiting, and JSON support.
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# RustROI

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

![RustROI](rustroi-800x450.png)

[![Crates.io](https://img.shields.io/crates/v/rustroi.svg)](https://crates.io/crates/rustroi)
[![Docs.rs](https://img.shields.io/docsrs/rustroi)](https://docs.rs/rustroi)
[![Crates.io Downloads](https://img.shields.io/crates/d/rustroi.svg)](https://crates.io/crates/rustroi)
[![License: MIT](https://img.shields.io/badge/license-MIT-blue.svg)](LICENSE)
[![Rust](https://img.shields.io/badge/rust-1.75%2B-informational.svg)](https://www.rust-lang.org)

## 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

```bash
cargo install roi
```

OR

```bash
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):

```text
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+.

```bash
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