Flex explorer

Flex explorer is a built-in utility used for inspection of flex reports and debugging purposes. It offers extended search capabilities which at times come really handy.

TIP

Flex reports contain a lot of data. It's recommended to use larger screen or reduce the font size in terminal to avoid layout issues.

List all trades

Run the following commands to list all trades aggregated in flex reports:

portfelj flex list

Search and filter

Flex explorer supports various search criteria that can be used separately or in combination to narrow down the output.

• Multiple filters are applied to transactions using logical AND operator.
• Some filters accept mutliple values which behave as logical OR but only within a certain criteria.
• Corporate actions filter (--actions) is only applicable to corporate actions and ignored by other types of transactions.

Please take a look at the following examples to get familiar with the available commands:

• Filter by transaction date, for example, only show transactions that took place in 2024:

  portfelj flex search --year 2024

• Filter by symbol, for example only show transactions corresponding to AAPL:

  portfelj flex search --symbol AAPL

• Filter by transaction type, for example, only show trades and corporate actions:

  portfelj flex search --transactions trade corporate-action

• Filter by asset type, for example, only show stocks:

  portfelj flex search --transactions stk

• Filter by corporate action type, for example, only show reverse splits in AAPL:

  portfelj flex search --symbol AAPL --transactions corporate-action --actions rs

Get more help

The complete help article can be viewed by running:

portfelj flex search --help