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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.

Project description

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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:

See detailes in documentation


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

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

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