Python UK trading tax calculator Copyright (C) 2015 Robert Carver 1) LEGAL BIT This program is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version. This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details. You should have received a copy of the GNU General Public License along with this program. If not, see <http://www.gnu.org/licenses/>. If you copy, modify or redistribute this software you must retain this file. Any additional files added must include the header section """ Python UK trading tax calculator Copyright (C) 2015 Robert Carver You may copy, modify and redistribute this file as allowed in the license agreement but you must retain this header See README.txt """ ## Installation We use a Python venv and install dependencies first. ``` git clone [THIS-REPOSITORY] python -m venv python-tax-calculator-venv cd python-tax-calculator-venv/ source bin/activate pip install beautifulsoup4 pip install pandas pip install quandl cd ../python-uk-trading-tax-calculator ``` ## Instructions In Interactive Brokers Account Management, go to Reports/Tax Docs > Activity. Then set Period to 'Fiscal Year', set Date to whichever year your're creating the report for, Format to 'HTML/Download'. Place the downloaded file in the program folder and name it `2019_tradeconfirms.html` (you can adjust the name in `example.py`). Run the file: `python example.py` This generates a file named `TaxReport.txt` which you can pass to HMRC in your tax return.