cgt-calculator
CGT FIFO calculator for shares.
- Uses the FIFO method. That is, oldest shares are sold first.
- Applies brokerage to the cost base of the sale that sells the final unit of a lot.
- CGT discount aware.
- Doesn't support multiple trades per day.
- Probably wrong.
Usage
Requires a csv in the following format:
| date | type | qty | unit-price | brokerage |
|---|---|---|---|---|
| dd/mm/yyyy | "BUY" or "SELL" | # | price per unit | in $ |
See example.csv for an example.
Run python example.csv 01/09/2022 to calculate the CGT owed due to a sale on 01/09/2022:
CGT for 2022-09-01: SELL 4 at $300.0 with $0.0 brokerage for $1200.0:
Used 2 of an original 5 of shares from 2021-01-01. Cost 2*100.0 plus brokerage of 5.0 for 205.0. Sold for 2*300.0=600.0. Gained 395.0, CGT of 197.5. Discounted: True
Used 1 of an original 1 of shares from 2022-07-01. Cost 1*100.0 plus brokerage of 5.0 for 105.0. Sold for 1*300.0=300.0. Gained 195.0, CGT of 195.0. Discounted: False
Used 1 of an original 5 of shares from 2022-08-01. Cost 1*200.0 plus brokerage of 0 for 200.0. Sold for 1*300.0=300.0. Gained 100.0, CGT of 100.0. Discounted: False
Total capital gain from this sale: $690.0. Discounted 197.5 for a final CGT of 492.5