/nutmeg-capgains

Primary LanguagePython

Nutmeg capital gains calculator

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

It assumes you have already downloaded a full account activity export from Nutmeg, in CSV format.

  • import.py: processes the CSV file 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