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https://github.com/thisismydesign/wealth
https://github.com/thisismydesign/wealth
Last synced: 8 days ago
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- Host: GitHub
- URL: https://github.com/thisismydesign/wealth
- Owner: thisismydesign
- Created: 2023-12-29T21:02:56.000Z (12 months ago)
- Default Branch: master
- Last Pushed: 2024-12-12T12:17:32.000Z (13 days ago)
- Last Synced: 2024-12-12T13:20:12.633Z (13 days ago)
- Language: Ruby
- Size: 303 KB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# Wealth
### Asset & tax management
Supports:
- Import exchange rates from MNB
- Import rates from Google Finance through a [public google spreadsheet](https://docs.google.com/spreadsheets/d/1sengA50qeOqxxVPKAOQmGLRyTjkzSJMI8bBMtJzwQEc)
- Import activity (trades, dividends, deposit, withdrawal) from IBKR
- Import activity (trades, staking) from Kraken
- Tax calculation in custom currency using FIFO method
- Personalized seeds to load existing data programatically
- Store asset prices in different currencies, such as tax base and trade base currencies
### Usage
```sh
docker-compose up
```
Tools:
```sh
docker-compose exec web bin/rails credentials:decrypt
docker-compose exec web bin/rails credentials:encrypt
```
#### Caveats
- Set config in `application.rb`
- Tax calculation does not support trading between non-currency assets. I.e. USD -> BTC & BTC -> USD is supported, but BTC -> ETH is not.
- Fees are not handled separately. They're added to costs or subtracted from proceeds.
- Asset value conversion to tax base currency happens according to Hungarian tax law (i.e. when exchange rate is not available the app will use previous available date).