dali-rp2 0.3.14

Data loader and input generator for RP2 (https://pypi.org/project/rp2/), the privacy-focused, free, open-source US cryptocurrency tax calculator.

DaLI for RP2 v0.3.14

Table of Contents

• Introduction
• License
• Download
• Installation
  • Ubuntu Linux
  • macOS
  • Windows 10
  • Other Unix-like Systems
• Running
  • Linux, macOS, Windows 10 and Other Unix-like Systems
  • Windows 10
• Input and Output Files
• Reporting Bugs
• Contributing
• Developer Documentation
• Frequently Asked Questions
• Change Log

Introduction

DaLI (Data Loader Interface) is an data loader and input generator for RP2, the privacy-focused, free, open-source US cryptocurrency tax calculator. Just like RP2, DaLI is also free, open-source and it prioritizes user privacy by storing crypto transaction data on the user's computer and never sending it anywhere else.

It performs the following operations:

• it reads in crypto transaction information from multiples sources: CSV files and/or REST-based services;
• it analyzes, processes and merges this data;
• it uses it the processed data to generate an ODS input file for RP2 and its respective JSON configuration file.

DaLI has a programmable plugin architecture for data loaders (both CSV and REST-based): help us make DaLI a robust open-source, community-driven crypto data loader by contributing plugins for exchanges and wallets!

RP2 has unit test coverage to reduce the risk of regression.

IMPORTANT DISCLAIMER:

• DaLI offers no guarantee of correctness (read the license): always verify results with the help of a tax professional.

License

DaLI is released under the terms of Apache License Version 2.0. For more information see LICENSE or http://www.apache.org/licenses/LICENSE-2.0.

Download

The latest version of DaLI can be downloaded at: https://pypi.org/project/dali-rp2/

Installation

DaLI has been tested on Ubuntu Linux, macOS and Windows 10 but it should work on all systems that have Python version 3.7.0 or greater.

Installation on Ubuntu Linux

Open a terminal window and enter the following commands:

sudo apt-get update
sudo apt-get install python3 python3-pip

Then install DaLI:

pip install dali-rp2

Installation on macOS

First make sure Homebrew is installed, then open a terminal window and enter the following commands:

brew update
brew install python3

Then install DaLI:

pip install dali-rp2

Installation on Windows 10

First make sure Python 3.7 or greater is installed (in the Python installer window be sure to click on "Add Python to PATH"), then open a PowerShell window and enter the following:

pip install dali-rp2

Installation on Other Unix-like Systems

• install python 3.7 or greater
• install pip3
• pip install dali-rp2

Running

DaLI reads in a user-prepared configuration file in INI format, which is used to initialize data loaders (plugins) and configure DaLI's behavior. The format of the configuration file is described in detail in the configuration file documentation.

An example of a configuration file can be found in test_config.ini.

After reading the configuration file, DaLI reads crypto data from native sources and generates a RP2 input ODS file and a RP2 configuration file in the output directory or where specified with the -o CLI option.

To try DaLI with the example configuration, download the following files:

• test_config.ini
• test_manual_in.csv
• test_manual_intra.csv
• test_trezor_alice.csv
• test_trezor_bob.csv

Let's call <download_directory> the location of the downloaded files. To generate RP2 input files using DaLI, open a terminal window (or PowerShell if on Windows) and enter the following commands:

cd <download_directory>
mkdir input
mv *.csv input
dali -s -o output -p test_ test_config.ini

The -s option allows DaLI to retrieve spot price information from Yahoo Finance (highest daily value), when it's not available from the CSV files or REST services.

The ODS output file is generated in the output directory (or wherever specified with the -o option).

To print command usage information for the dali command:

dali --help

To compute taxes with RP2 using the generated input files (using both FIFO and LIFO accounting methods):

cd <download_directory>
rp2_us -m fifo -o output/ -p rp2_ output/test_crypto_data.config output/test_crypto_data.ods
rp2_us -m lifo -o output/ -p rp2_ output/test_crypto_data.config output/test_crypto_data.ods

Configuration File

Read the configuration file documentation.

Reporting Bugs

Read the Contributing document.

Contributing

Read the Contributing document.

Developer Documentation

Read the developer documentation.

Frequently Asked Questions

Read the user FAQ list and the developer FAQ list.

Change Log

Read the Change Log document.

RP2 Change Log

v0.3.12

• fixed a few broken links in README.md (when used from Pypi only)
• fixed CLI --help description
• minor improvements to documentation

v0.3.7

• major improvements to documentation
• added notes in generated file to describe crypto conversion transactions in Coinbase Pro
• small performance improvement: signature reflexive call is now called only once per class, instead of once per instance

v0.3.6

• template.ods was missing from the final package. Fixed in setup.cfg
• various fixes to documentation

v0.3.4

• First version tracked in change log and uploaded to Github