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: about 1 year 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 (about 4 years ago)
- Default Branch: main
- Last Pushed: 2024-06-28T18:11:57.000Z (almost 2 years ago)
- Last Synced: 2024-06-28T19:32:21.586Z (almost 2 years 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.