Comments (1)
I don't know why I thought the transaction log would have enough info for this. 🤔 We would need to know which tax accounting (lot selection) method was used in all sales, in order to compute which lots remain open.
from bankroll.
Related Issues (20)
- Split up project into separate components + responsibilities HOT 5
- ValueError(f"Unexpected type of activity: {activity}") HOT 1
- Track interest paid (or charged) on cash and stock
- @dataclass all the things
- Standardized, lazy brokerage data loading
- Fails to connect when TWS' API is in read-only mode
- Calculate realized basis even when only options positions are open
- Automatically add CLI settings from defined Settings classes
- Portfolio net P/L % is incorrect when realized basis is negative
- "Downloading report" spinner only spins with --verbose
- Country exposure
- Schwab transaction parsing fails on unrecognized actions even with --lenient
- Calculate CashPayments for Fidelity interest earned
- Calculate CashPayments for Schwab interest earned
- Trade journal support
- Use proper Python docstrings
- Reformat function/method names to be more Pythonic
- UnboundLocalError on clean install
- Plugin architecture? HOT 1
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from bankroll.