ibkr-porez 3.12.6

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.

⚠️ This project has been superseded by the Rust version. The Rust version is significantly smaller in install/binary size and is actively maintained.

This Python version remains functional and database-compatible, but is no longer actively developed. If you prefer this Python version, feel free to fork or contribute -- PRs are accepted.

ibkr-porez (Python)

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

Graphical installers are available for Windows and macOS but they are large. The recommended lightweight installation method is uv tool:

uv tool install ibkr-porez

If you use the graphical interface, configure your data (the Config button), then just use Sync to refresh data and create declarations.

If CLI is your native language (AI agents and brave humans) see ibkr-porez docs.

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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 uv tool:

uv tool 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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