Quant Finance

---

version: "2.0.0"

name: Mlfinlab

description: "MlFinLab helps portfolio managers and traders who want to use the power of machine learning by quant-finance, python, algorithmic-trading, finance."

---

# Quant Finance

A finance toolkit for recording transactions, categorizing expenses, tracking budgets, forecasting trends, and managing tax notes. Build a complete financial journal from the command line with persistent local storage.

Quick Start

bash scripts/script.sh <command> [args...]

Commands

**Transaction & Categorization**

**Balances & Budgets**

**Analysis & Forecasting**

**Alerting & History**

**Reporting & Export**

**Utilities**

Each command accepts free-text input. When called without arguments, it displays the most recent 20 entries for that category.

Data Storage

All data is stored as plain-text log files in:

~/.local/share/quant-finance/
├── record.log        # Financial transactions
├── categorize.log    # Categorization entries
├── tax-note.log      # Tax-related notes
├── balance.log       # Balance snapshots
├── budget-check.log  # Budget reviews
├── summary.log       # Financial summaries
├── trend.log         # Trend observations
├── forecast.log      # Financial forecasts
├── compare.log       # Period/portfolio comparisons
├── alert.log         # Financial alerts
├── history.log       # Unified activity history
├── export-report.log # Export/report events
└── history.log       # Unified activity history

Each entry is stored as `YYYY-MM-DD HH:MM|<input>` — one line per record. The `history.log` file tracks all commands chronologically.

Requirements

When to Use

1. **Tracking daily financial transactions** — Use `record` and `categorize` to build a structured transaction journal for personal or business finances

2. **Budget monitoring and spending control** — Use `budget-check` and `balance` to log spending against limits and track account balances over time

3. **Financial forecasting and trend analysis** — Use `trend` and `forecast` to document observations about revenue patterns, market movements, or portfolio performance

4. **Tax preparation and deduction tracking** — Use `tax-note` to maintain a running log of deductible expenses, income events, and tax-relevant transactions throughout the year

5. **Portfolio comparison and reporting** — Use `compare` to contrast different time periods or investment strategies, then `export csv` to generate data for spreadsheets or external analysis tools

Examples

# Record a transaction
quant-finance record "AAPL buy 100 shares @ $185.50, total $18,550"

# Categorize an expense
quant-finance categorize "AWS hosting: $450/month → infrastructure"

# Log a budget check
quant-finance budget-check "Q1 marketing: $12,000 of $15,000 budget used (80%)"

# Track a trend
quant-finance trend "Revenue up 15% MoM, driven by enterprise segment"

# Add a tax note
quant-finance tax-note "Home office deduction: 200 sq ft, $1,500 annual"

# View summary statistics
quant-finance stats

# Export all data as JSON
quant-finance export json

# Search for entries about a specific stock
quant-finance search "AAPL"

Configuration

Set `QUANT_FINANCE_DIR` environment variable to override the default data directory. Default: `~/.local/share/quant-finance/`

Output

All commands output to stdout. Redirect to a file with `quant-finance <command> > output.txt`. Export formats (json, csv, txt) write to the data directory and report the output path and file size.

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