Stock Bot

by Bkper

Manage Stock Book in sync with Financial Book upon buying and seling inventory instruments.

Stock Bot

It works by monitoring Financial Books and tracking quantities of instruments bought or sold in a separate Stock Book.

The process of tracking realized gains and losses upon sales follows the FIFO (first in / first out) method.


Financial and Instruments Books should be in same Collection.

Only a single Instruments Book should be defined per Collection.

The Instruments Book is identified by a single book in the Collection with the decimal places set to 0 (zero) or by the stock_book=true property.

The bot interact with the following properties:

Book Properties

Group Properties

Account Properties

Transaction Properties

The Bot also add the following properties to the generated transaction in the Instruments Book: