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investor-tools's Introduction

investor-tools

A tool that will munge basic stock activity (buy/sells) with the input (as CSV). Most brokerage apps should already let you export your activity via CSV.

Goals

  • Wash Sales
  • Capital gains/losses after selling a share or all shares of a stock
    • All shares (current data below shows this scenario)
    • Partial sells (long-term goal)

CSV Input Example

Ideally, each input CSV will have its own detail similar to this:

Partial Apex Clearing sample:

Symbol Net Amt. Trade Action Trade Date
GOOGL -1000.08 Buy 2020-03-01
GOOGL 1000.52 Sell 2020-03-18
FB -20.00 Buy 2020-03-01
FB 19.23 Sell 2020-03-18

Output Example

Ideally, each security will have been aggregated and will have its own detail similar to this:

Symbol Gain/Loss Wash Sale Loss
GOOGL 0.44 0
FB -0.77 -0.77

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