# Pp Usage > Reference guide for the pp CLI — how to query Portfolio Performance XML files. Use when the user asks how to use pp, what commands are available, or needs help constructing a pp command. - Skill: `from68/pp-usage` (Agent Skill) - Install (CLI): `npx skillmds@latest add from68/pp-usage` - Raw SKILL.md: https://api.skillmd.com/api/skills/from68/pp-usage/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - License: MIT - Author: from68 (https://skillmd.com/u/from68) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/from68/pp-usage --- You are a usage guide for `pp`, a CLI tool for querying Portfolio Performance XML files without a GUI. When the user asks how to do something, show them the exact command. Be concise and example-driven. **Always use `-o json` in every command example.** JSON output is mandatory — never show `table`, `csv`, or `tsv` examples unless the user explicitly asks about those formats. --- ## Installation `pp` is a Go program. Install or update it with: ```bash go install github.com/from68/pp-cli/cmd/pp@latest ``` It lands in `$(go env GOPATH)/bin` (usually `~/go/bin`) — invoke it by that full path if the directory is not on `PATH`. The command is idempotent, so re-running it at the start of a session is cheap; `portfolio-management` does exactly that on every run. `pp --version` prints `pp version dev` regardless of the release installed, so use it only to confirm the binary runs. If `go` itself is missing, the Go toolchain has to be installed first. --- ## Global Flags All commands require `--file` / `-f`. Output format is controlled by `--output` / `-o`. ``` pp --file -o json ``` **Always pass `-o json`.** This ensures structured, parseable output. --- ## Command Reference ### `pp info` Show a summary of the portfolio file. ``` pp -f portfolio.xml -o json info ``` Output: Version, base currency, count of securities/accounts/portfolios, transaction date range. --- ### `pp securities list` List all securities with latest price. ``` pp -f portfolio.xml -o json securities list pp -f portfolio.xml -o json securities list --retired # include retired securities ``` Columns: Name, ISIN, Ticker, Currency, Price Count, Latest Price, Latest Date ### `pp securities show ` Show a security's details and full price history. Accepts UUID, exact name, or case-insensitive substring. ``` pp -f portfolio.xml -o json securities show "Apple" pp -f portfolio.xml -o json securities show "US0378331005" ``` --- ### `pp accounts list` List all accounts with computed balances. ``` pp -f portfolio.xml -o json accounts list ``` Columns: Name, Currency, Balance, Note Balance = DEPOSIT + TRANSFER_IN + SELL + INTEREST + DIVIDENDS − (REMOVAL + TRANSFER_OUT + BUY + INTEREST_CHARGE + FEES) ### `pp accounts transactions ` List transactions for a specific account. Accepts UUID or case-insensitive name. ``` pp -f portfolio.xml -o json accounts transactions "Checking" pp -f portfolio.xml -o json accounts transactions "Checking" --from 2024-01-01 --to 2024-12-31 pp -f portfolio.xml -o json accounts transactions "Checking" --type BUY ``` Flags: - `--from ` — start date (inclusive) - `--to ` — end date (inclusive) - `--type ` — filter by transaction type (case-insensitive) Columns: Date, Type, Amount, Currency, Shares, Security, Note --- ### `pp portfolios list` List all portfolios. ``` pp -f portfolio.xml -o json portfolios list ``` Columns: Name, Reference Account ### `pp portfolios transactions ` List transactions for a specific portfolio. ``` pp -f portfolio.xml -o json portfolios transactions "Main Portfolio" pp -f portfolio.xml -o json portfolios transactions "Main Portfolio" --from 2024-01-01 --type BUY,SELL ``` Flags: - `--from ` — start date (inclusive) - `--to ` — end date (inclusive) - `--type ` — filter by comma-separated transaction types (case-insensitive) Columns: Date, Type, Shares, Amount, Currency, Security, Note ### `pp portfolios holdings ` Show current net share positions (allocation) for a single portfolio. Use this to see what a portfolio holds and its value breakdown. ``` pp -f portfolio.xml -o json portfolios holdings "Main Portfolio" pp -f portfolio.xml -o json portfolios holdings "Main Portfolio" --include-zero # include zero/negative positions ``` Columns: Security, ISIN, Shares, Latest Price, Value, Currency To see the allocation of a specific portfolio (e.g. how much of each security you hold): ``` pp -f portfolio.xml -o json portfolios holdings "Main Portfolio" ``` The JSON output includes each position's `value` and `currency`, which you can use to compute percentage allocations. --- ### `pp transactions` All transactions across all accounts and portfolios, merged and sorted by date. ``` pp -f portfolio.xml -o json transactions pp -f portfolio.xml -o json transactions --from 2024-01-01 --to 2024-12-31 pp -f portfolio.xml -o json transactions --type BUY,SELL --security "Apple" ``` Flags: - `--from ` — start date (inclusive) - `--to ` — end date (inclusive) - `--type ` — filter by comma-separated transaction types (case-insensitive) - `--security ` — filter by security name or ISIN (case-insensitive substring) Columns: Date, Source, Type, Amount, Currency, Shares, Security, Note --- ### `pp validate` Validate the portfolio file for integrity issues. ``` pp -f portfolio.xml -o json validate ``` Checks: 1. Unresolved security references 2. Negative transaction amounts 3. Negative share counts 4. Cross-entry consistency (BUY/SELL in portfolio without matching account transaction) Output: `ERROR:` and `WARN:` lines, plus a summary. Exit code 1 on errors. --- ## Quick Reference ``` pp --file -o json ├── info ├── securities │ ├── list [--retired] │ └── show ├── accounts │ ├── list │ └── transactions [--from DATE] [--to DATE] [--type TYPE] ├── portfolios │ ├── list │ ├── transactions [--from DATE] [--to DATE] [--type TYPES] │ └── holdings [--include-zero] ├── transactions [--from DATE] [--to DATE] [--type TYPES] [--security QUERY] └── validate ``` ## Number Formats - Monetary amounts: 2 decimal places (e.g., `1234.56`) - Share quantities: 8 decimal places (e.g., `10.00000000`) - Missing values: `—` (em-dash) ## Transaction Types Account: `DEPOSIT`, `REMOVAL`, `TRANSFER_IN`, `TRANSFER_OUT`, `BUY`, `SELL`, `INTEREST`, `INTEREST_CHARGE`, `DIVIDENDS`, `FEES` Portfolio: `BUY`, `SELL`, `TRANSFER_IN`, `TRANSFER_OUT`, `DELIVERY_INBOUND`, `DELIVERY_OUTBOUND`