Fund Advisor Pro

Financial tracking and analysis tool. Record transactions, check balances, view summaries, manage budgets, set alerts, compare periods, forecast trends, and categorize spending — all from the command line with local storage.

Commands

Command	Usage	Description
`track`	`fund-advisor-pro track <description> <amount>`	Record a transaction with description and amount
`balance`	`fund-advisor-pro balance`	Show current balance (references local ledger)
`summary`	`fund-advisor-pro summary`	Financial summary for current period (income vs expenses)
`export`	`fund-advisor-pro export`	Export transaction data to CSV format
`budget`	`fund-advisor-pro budget`	Budget overview — category, budget, spent, remaining
`history`	`fund-advisor-pro history`	Show the 20 most recent transactions from data log
`alert`	`fund-advisor-pro alert <item> <threshold>`	Set a price or budget alert for an item at a threshold
`compare`	`fund-advisor-pro compare`	Compare current period vs previous period
`forecast`	`fund-advisor-pro forecast`	Simple trend-based financial projection
`categories`	`fund-advisor-pro categories`	List spending categories (Food, Transport, Housing, etc.)
`help`	`fund-advisor-pro help`	Show help with all available commands
`version`	`fund-advisor-pro version`	Print version string

Data Storage

All data is stored locally at ~/.local/share/fund-advisor-pro/ (override with FUND_ADVISOR_PRO_DIR env var):

data.log — Main transaction and data log
history.log — Unified activity log across all commands
Follows XDG Base Directory spec (XDG_DATA_HOME supported)

No cloud services, no network calls, no API keys required. Fully offline.

Requirements

Bash 4+ (uses set -euo pipefail)
Standard Unix utilities (date, wc, tail, cat)
No external dependencies or API keys

When to Use

Tracking daily expenses — Use fund-advisor-pro track "lunch" 35 to record each transaction with a description and amount, building a local spending diary.
Monthly budget reviews — Use fund-advisor-pro budget to see category-level budget vs actual spending, then fund-advisor-pro summary for the overall period picture.
Setting spending alerts — Use fund-advisor-pro alert "dining" 2000 to set thresholds and get notified when spending approaches limits.
Period-over-period comparison — Use fund-advisor-pro compare to see how current spending stacks up against the previous period and spot trends.
Exporting data for external analysis — Use fund-advisor-pro export to dump all transactions as CSV for import into spreadsheets or BI tools.

Examples

# Record a transaction
fund-advisor-pro track "grocery shopping" 150

# Check current balance
fund-advisor-pro balance

# View financial summary for current month
fund-advisor-pro summary

# See budget breakdown by category
fund-advisor-pro budget

# View last 20 transactions
fund-advisor-pro history

# Set an alert
fund-advisor-pro alert "entertainment" 500

# Compare current vs previous period
fund-advisor-pro compare

# Get a simple forecast
fund-advisor-pro forecast

# List all spending categories
fund-advisor-pro categories

# Export all data as CSV
fund-advisor-pro export

How It Works

Fund Advisor Pro stores all data locally in ~/.local/share/fund-advisor-pro/. Every command logs its activity to history.log with timestamps in MM-DD HH:MM format. The main data.log file holds transaction records. All operations are purely local — no network access, no external APIs.

Notes

All financial projections are simplified estimates, not professional financial advice
Data is stored as plain text logs for easy inspection and portability
⚠️ This is a tracking tool, not investment advice — consult a professional for financial decisions