ibkr-porez 2.0.0

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. Install ibkr-porez

2. Configure

3. Import Historical Data (only if you have more than a year of transaction history)

The application offers two modes:

• Create a specific declaration fetch -> report
• Automatically create and manage declarations sync -> submit / pay

See detailes in 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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