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Capital gains calculator

Project description

capital-gains

Capital gains calculator.

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 example/input.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.

Output Format

Closed lots are tabulated in a format suitable for IRS form 8949, rounded to the nearest dollar (use -d 2 to round to the nearest cent).

Open lots, and optionally totals for both closed and open lots (use -t), are also summarized.

Examples

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

License

MIT License

Project details


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