ibkr-porez 1.4.0

Automated PPDG-3R tax reports for Interactive Brokers. It automatically pulls your data and generates a ready-to-upload XML file with all prices converted to RSD.

ibkr-porez

Automated PPDG-3R and PP-OPO tax reports generation for Interactive Brokers. It automatically fetches your data and generates a ready-to-upload XML files with all prices converted to RSD.

Quick Start

1. Configure: Save your Interactive Brokers Flex Query credentials and taxpayer details.

   ibkr-porez config
   

2. Fetch Data: Download transaction history from Interactive Brokers and exchange rates from the National Bank of Serbia.

   ibkr-porez get
   

3. Generate Report: Generate the PPDG-3R XML file.

   ibkr-porez report
   

Simply upload the generated XML to the ePorezi portal (PPDG-3R section).

Documentation

Full Documentation

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Developers

Do not forget to run . ./activate.sh.

For work it need uv installed.

Use pre-commit hooks for code quality:

pre-commit install

Allure test report

• Allure report

Scripts

Install invoke preferably with pipx:

pipx install invoke

For a list of available scripts run:

invoke --list

For more information about a script run:

invoke <script> --help

Coverage report

• Codecov
• Coveralls

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