/etfmatic-capgains

Scripts to calculate capital gains based on data exported from ETFmatic

Primary LanguagePython

ETFmatic capital gains calculator

This repository contains a few scripts to help calculate capital gains for an ETFmatic investment account.

It assumes you have already downloaded a full list of trades and cash movements from ETFmatic, in CSV format.

  • import.py: processes the CSV files and imports data into a SQLite database
  • reconcile.py: reconciles sale transactions against purchase transactions on a FIFO cost basis
  • summary.py: generates textual reports on capital gains for a given calendar year

N.B. There are almost certainly bugs in this code. Use at your own risk.

NO WARRANTY OF ANY KIND IS OFFERED BY THE ORIGINAL AUTHOR OF THIS CODE