https://github.com/jmighion/computershare-transfer

Transfer or sell all ESPP shares from Computershare to another brokerage or account
https://github.com/jmighion/computershare-transfer

espp python selenium

Last synced: 3 months ago
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Transfer or sell all ESPP shares from Computershare to another brokerage or account

• Host: GitHub
• URL: https://github.com/jmighion/computershare-transfer
• Owner: jmighion
• License: gpl-3.0
• Created: 2022-04-08T15:52:06.000Z (almost 3 years ago)
• Default Branch: main
• Last Pushed: 2024-06-28T18:11:57.000Z (7 months ago)
• Last Synced: 2024-06-28T19:32:21.586Z (7 months ago)
• Topics: espp, python, selenium
• Language: Python
• Homepage:
• Size: 23.4 KB
• Stars: 6
• Watchers: 3
• Forks: 2
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

        
# computershare-transfer

Transfer or sell all ESPP shares from Computershare to another brokerage or account.

---

### Dependencies:

* selenium

* webdriver-manager

* Chrome for the webdriver

* python-dotenv

---

### Installation/Setup:

* Install dependencies using `pip install -r requirements.txt`

* Install Chrome

#### Variables:

These are environment variables for a transfer:

* `USERNAME` : Computershare username

* `PASSWORD` : Computershare password

* `COMPANY_NAME` : Company name

* `DTC` : DTC for brokerage

* `ACCOUNT_NUMBER` : Account number for brokerage

`DTC` and `ACCOUNT_NUMBER` are not needed for selling.

You can define using whatever method works best for you (`export` in `.bash_profile`, define in Python console, or just define in the script), or you can create a .env file in the following format:

```

# .env file

USERNAME=username1

PASSWORD=password

COMPANY_NAME=company

DTC=0000

ACCOUNT_NUMBER=X12345678

```

---

### Usage

#### Transfer

In a terminal, run `python transfer.py`.

Selenium will open a headless Chrome window (aka you won't see anything) and automate the transfer of all whole shares to your chosen brokerage.

#### Sell

An electronic payment needs to be setup for a sale to avoid fees and charges.

In a terminal, run `python sell.py`.

Selenium will open a headless Chrome window (aka you won't see anything) and automate the sale of all shares to the first electronic payment option.

Multiple electronic payment options have not been tested.

# Warning

This will transfer all whole shares to your chosen brokerage or sell all shares to the first electronic payment option.

Use at your own risk.