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Capital gains calculator

Project description

capital-gains

Capital gains calculator.

This transforms transaction histories into a format suitable for IRS form 8949, taking care of wash sale adjustments.

Note: The logic is ignorant of share type, and cannot account for e.g. bargain elements for ESPP, ISO, and NSO. You must enter the appropriate cost basis depending on your situation, e.g. the fair market value on exercise date for ESPP disqualifying dispositions.

See also nkouevda/estimated-taxes.

Installation

pip install capital-gains

Usage

usage: capital-gains [<options>] [--] <input file>

Capital gains calculator

optional arguments:
  -h, --help            show this help message and exit
  -d <n>, --decimal-places <n>
                        round $ to <n> decimal places; default: 0
  -s <n>, --shares-decimal-places <n>
                        round shares to <n> decimal places; default: 0
  -t, --totals          output totals
  -v, --verbose         verbose output
  -V, --version         show program's version number and exit

Input Format

See input/example.csv.

Each entry has the following format:

date,symbol,name,shares,price,fee

Buys have positive shares; sells have negative shares. price and fee are always positive. fee and name are optional. A sell without a name will sell all open lots FIFO; a sell with a name will only sell lots with the same name. Thus name can be used to specify sell orders other than FIFO.

Examples

capital-gains -t input/example.csv > output/example.txt

TODO

  • STCG vs. LTCG

License

MIT License

Project details


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