Thank you for sharing RedS! I've added a link to the contributions doc. On Sat, Mar 7, 2020 at 7:54 PM Red S <[email protected]> wrote:
> I cleaned up a tool I've been using to find opportunities to do tax loss > harvesting from my beancount file, and am sharing it here > <https://github.com/redstreet/beancount_tax_loss_harvester>. A well > crafted query may get you a rough list, but I find a few bells and whistles > to be far more useful, and hence use this harvester tool. For example, this > finds possible wash sales and reports on the details. > > From the README in: > https://github.com/redstreet/beancount_tax_loss_harvester > > Tax loss harvester for Beancount personal finance software > > Reports the set of lots that can be tax loss harvested from your beancount > input file. Example: > > $ ./tlh.py ~/accounts/accounts.beancount -a "Assets:MyInvestments" > > Account Qty Ticker Market Purchased W Loss > --------------- ------- -------- --------- ----------- --- ------ > HTrade-Main 32.22 YYY 1982.123 2019-11-22 41 > HTrade-Main 1.313 YYY 893.23 2019-11-23 1142 > HTrade-Main 40.4 APPLE 704.344 2019-11-20 83 > HTrade-Main 159.504 BETAX 7615.4 2019-07-10 * 384 > HTrade-Second 68.695 APPLE 526.55 2019-05-10 19 > HTrade-Second 77.786 BETAX 4437.66 2019-08-15 * 28 > 6 (5 sets) 0 20596.97 1697 > > Wash sales: recent purchase (within 30 days): > ---------- ------------ ------- ------- ----- > 2020-01-25 HTrade-Third 75.39 100.00 BETAX > ---------- ----------- ------- ------- ----- > > The example above shows that 1697 USD of losses can be harvested by > selling the rows listed. However, 100 USD of that would be considered a > wash sale and will not be allowable. It also shows the account and > quantities of each commodity to sell total sale proceeds (20596.97 USD) if > all the recommended lots were sold. > <https://github.com/redstreet/beancount_tax_loss_harvester#features> > Features > > - reports on possible wash sales (US) in the second table above > - optionally set a loss threshold. Useful to filter out minor TLH > opportunities > - reports the total number of sale transactions needed > - optionally takes: > - account patterns to search for wash-sale creating purchases > - account patterns to exclude for wash-sale creating purchases (eg: > tax deferred accounts) > > TODO: > > - show if a loss generated would be long term or short term > > -- > You received this message because you are subscribed to the Google Groups > "Beancount" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/beancount/9efb8263-b248-4c77-8096-2538e57677c4%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/9efb8263-b248-4c77-8096-2538e57677c4%40googlegroups.com?utm_medium=email&utm_source=footer> > . > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/CAK21%2BhPFSzxEHVMKr8P_FyFEUTxeT%2B9BNcTUN1rO%2Bf6BZTVCAg%40mail.gmail.com.
