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# Version 1.0.0 | ||
# Version 1.0.1 | ||
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> **Warning** | ||
> Use this application at you own risk. This is a hobby project. I'm not a tax expert. I'm not a lawyer. I'm not a financial advisor. I'm just a guy that likes to code and likes to invest. I'm not responsible for any damage this application may cause. If you have any doubts about your taxes, please consult a professional. | ||
## How to use it | ||
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Download it form the [releases page](https://github.com/MiguelTVMS/broker_to_tax/releases). It's strongly recommended to use the latest version. | ||
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The tool is very simple, you must provide the file where the source operations are available in csv format. Read the [eToro section](#etoro) in [Supported Brokers](#supported-brokers) to know how to generate the csv. | ||
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Heres an example of how to use it to generate the csv for eToro stock operations grouped by source country. | ||
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```shell | ||
brokertotax etoro stock -f "path/to/etoro_closed_positions.csv" -g source-country | ||
``` | ||
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This will generate a csv file with stock operations grouped by country. The file will be named `stock_gains_grouped_by_source_country.csv`. This file is ready to be used as base for the Portuguese IRS form categories G or E. | ||
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The application support these kinds of operations, `stock`, `crypto`, `CFD`, and `ETF`. The `stock` operations can be grouped in `source-country` and `operations` by using the `-g` or `--group-by` parameter. Other operations can be grouped in other ways, see the help for more information. | ||
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```shell | ||
brokertotax etoro -h | ||
``` | ||
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Will output something like this: | ||
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```text | ||
Convert eToro data to a format that can be imported into tax software | ||
Usage: brokertotax etoro <subcommand> [arguments] | ||
-h, --help Print this usage information. | ||
Available subcommands: | ||
cfd Convert CFD data to a format that can be imported into tax software | ||
crypto Convert crypto data to a format that can be imported into tax software | ||
etf Convert ETF data to a format that can be imported into tax software | ||
stock Convert stock data to a format that can be imported into tax software | ||
Run "brokertotax help" to see global options. | ||
``` | ||
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Each command has it own help. For example: | ||
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```shell | ||
brokertotax etoro stock -h | ||
``` | ||
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Will output something like this: | ||
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```text | ||
Convert stock data to a format that can be imported into tax software | ||
Usage: brokertotax etoro stock [arguments] | ||
-h, --help Print this usage information. | ||
-f, --file The file to parse. | ||
--exchange-directory The directory containing the exchange rates | ||
(defaults to "data/exchange") | ||
-c, --currency The currency to use for the gains. | ||
[usd, eur (default)] | ||
-g, --group-by The grouping to use in the gains. | ||
[none (default), source-country, operation] | ||
Run "brokertotax help" to see global options. | ||
``` | ||
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Check the full help for know more about about the available options. | ||
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## Supported Brokers | ||
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This first version is being developed to support [eToro](https://www.etoro.com/). But the idea is that new brokers can be added by pull requests. The code is being created to be simple to add a broker. | ||
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### eToro | ||
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How to get the operations in eToro: | ||
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1. Go to the [Account Statement](https://www.etoro.com/documents/accountstatement) page. | ||
2. Select the last year option. | ||
3. Click on create. | ||
4. Click on the green document icon with "xls" written inside it. | ||
5. Save the file. | ||
6. Open the file using excel and go to the Closed Positions sheet. | ||
7. Go to File » Save As and choose CSV as format. | ||
8. Click on save. An alert will rise telling that it will only save the current sheet since CSV doesn't support multiple sheets, click Ok. | ||
9. Run the command as specified in [How to use it](#how-to-use-it) section. | ||
Fixed the name of the operation header on the ungrouped CSV output file. |
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