/Tax_assistant

Script calculating the tax to paid from dividends, stocks and options. Data taken from IB/LYNX broker trading reports.

Primary LanguagePython

Tax Assistant

Script calculating the tax to paid from dividends, stocks and options. Data taken from IB/LYNX broker trading reports.

Table of contents

Technologies

  • Python version: 3.8.5

Setup

To create virtual environment:

python3 -m venv venv

To activate virtual environment:

source venv/bin/activate

To install library:

pip install -r requirements.txt

Dividends, stocks and options reports should be generated with this instruction: https://drive.google.com/file/d/1mQEkB4aBKqfeYbAGbqRqFAvxJprXFws6/view

Every report should be in data/ catalog with name STOCKS.csv or DIVIDENDS.csv.

To run script:

python3 summary.py

Example output:

SUMMARY:
------------------------------------------------------------
DIV: 47.32 PLN
------------------------------------------------------------
STK: -889.28 PLN
------------------------------------------------------------
OPT: 356.99 PLN
------------------------------------------------------------
SUM: -484.97 PLN

Contact

Created by Adam Misiak