https://github.com/nickstenning/nutmeg-capgains

https://github.com/nickstenning/nutmeg-capgains

Last synced: over 1 year ago
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• Host: GitHub
• URL: https://github.com/nickstenning/nutmeg-capgains
• Owner: nickstenning
• Created: 2023-11-05T19:39:23.000Z (over 2 years ago)
• Default Branch: main
• Last Pushed: 2023-11-05T19:39:33.000Z (over 2 years ago)
• Last Synced: 2025-02-09T21:12:03.030Z (over 1 year ago)
• Language: Python
• Size: 6.84 KB
• Stars: 0
• Watchers: 2
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

          
# 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