I will then copy this
"/output/2021_ibkr_open_positions_by_endofyear.csv"
to
"/input/2022_ibkr_openpositions_by_startofyear.csv"
and this should be the "starting balance" for each stock, which we already have in the account. this is important, as we have to calculate the moving averages in 2022, including the starting balances from the previous year (2021).
"Accumulated_Securities" & "Avg_Moving_Price" for each stock / option / cash balance.
wusatiuk
commented
7 months ago
I will then copy this "/output/2021_ibkr_open_positions_by_endofyear.csv" to "/input/2022_ibkr_openpositions_by_startofyear.csv"
and this should be the "starting balance" for each stock, which we already have in the account. this is important, as we have to calculate the moving averages in 2022, including the starting balances from the previous year (2021). "Accumulated_Securities" & "Avg_Moving_Price" for each stock / option / cash balance.