ChancliWallet

A personal investment portfolio tracker CLI tool. Manage multiple investment accounts and track your portfolio history in CSV format.

Features

• Add accounts — Register new investment accounts
• List accounts — View all accounts in a formatted table
• Remove accounts — Delete accounts from your portfolio
• Add rows — Add investment entries to existing accounts
• Report — Display a formatted table with each account's current amount and portfolio percentage
• Update history — Snapshot today's total portfolio value into history.csv

Screenshots

History

Account list

Total

Add balance

Dependencies

• commander - CLI argument parsing
• @clack/prompts - Interactive terminal prompts
• papaparse - CSV parsing and stringifying
• table - Formatted table output

Dev Dependencies

• tsx — TypeScript execution
• @types/node — Node.js type definitions
• @types/papaparse — PapaParse type definitions
• @biomejs/biome — Code linting and formatting

Requirements

• Node.js >= 24
• pnpm >= 10

Installation

pnpm install --frozen-lockfile

Running the App

pnpm dev

This launches an interactive menu with the following options:

Accounts

• Add account
• List accounts
• Remove account

History

• Add row to an existing account
• Report
• Update history

Creating Initial CSV Files

ChancliWallet stores data in CSV format in the /data directory. To start from scratch:

1. Create the data directory

mkdir -p data/accounts

2. Create the main accounts CSV file

Create data/accounts.csv with the following structure:

id,name
savings_account,My Savings Account
stock_portfolio,Stock Portfolio

The id must be unique and will be used as the filename for account-specific CSV files.

3. Create account-specific CSV files

For each account, create a corresponding CSV file under data/accounts/:

data/accounts/savings_account.csv

date,amount
2026-04-01,1000
2026-04-07,1500

4. (Optional) Create the history CSV file

data/history.csv is created/updated automatically by the Update history command, but you can seed it manually:

date,amount,notes
2026-04-07,2500,

Project Structure

chancliwallet/
├── src/
│   ├── commands/
│   │   ├── add-account.ts
│   │   ├── add-account-row.ts
│   │   ├── list-accounts.ts
│   │   ├── remove-account.ts
│   │   ├── report.ts
│   │   └── update-history.ts
│   ├── services/
│   │   └── portfolio.ts       (portfolio total & history logic)
│   ├── utils/
│   │   ├── csv.ts             (CSV read/write helpers)
│   │   └── utils.ts           (formatting & calculation helpers)
│   ├── types.ts
│   └── index.ts               (main CLI entry point)
├── data/
│   ├── accounts.csv
│   ├── history.csv
│   └── accounts/              (account-specific movement files)
├── package.json
├── tsconfig.json
└── README.md

Data Format

All data is stored in comma-separated CSV format.

data/accounts.csv

Column	Type	Description
id	string	Unique account identifier (slug)
name	string	Human-readable account name

data/accounts/<id>.csv

Column	Type	Description
date	string	Entry date (YYYY-MM-DD)
amount	number	Account value at that date

data/history.csv

Column	Type	Description
date	string	Snapshot date (YYYY-MM-DD)
amount	number	Total portfolio value
notes	string	Optional notes