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capital-gains
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Capital gains calculator
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capital-gains
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# capital-gains Capital gains calculator. This transforms transaction histories into a format suitable for [IRS form 8949](https://www.irs.gov/pub/irs-pdf/f8949.pdf), taking care of wash sale adjustments. Note: The logic is ignorant of share type, and cannot account for e.g. bargain elements for ESPP, ISO, and NSO. You must enter the appropriate cost basis depending on your situation, e.g. the fair market value on exercise date for ESPP disqualifying dispositions. See also [nkouevda/estimated-taxes](https://github.com/nkouevda/estimated-taxes). ## Installation pip install capital-gains Or: brew install nkouevda/nkouevda/capital-gains ## Usage ``` usage: capital-gains [<options>] [--] <input file> Capital gains calculator options: -h, --help show this help message and exit -d, --decimal-places <n> round $ to <n> decimal places (default: 0) -s, --shares-decimal-places <n> round shares to <n> decimal places (default: 0) -t, --totals output totals (default: False) -v, --verbose verbose output (default: False) -V, --version show program's version number and exit -w, --wash-sales, --no-wash-sales identify wash sales and adjust cost basis (default: True) ``` ## Input Format See [input/example.csv](input/example.csv). Each entry has the following format: date,symbol,name,shares,price,fee - `date`: `YYYY-MM-DD` format - `name`: optional (can be blank) - `shares`: purchases have positive `shares`; sales have negative `shares` - `price`: non-negative - `fee`: non-negative; optional (can be blank) Entries must be in ascending date order, i.e. oldest first. A sale without a `name` will sell all open lots FIFO; a sale with a `name` will only sell lots with the same `name`. Thus `name` can be used to specify orders other than FIFO. ## Examples capital-gains -t input/example.csv > output/example.txt ## TODO - STCG vs. LTCG ## License [MIT License](LICENSE.txt)
