Done, thx
On Tue, Mar 17, 2020 at 3:06 AM Red S <[email protected]> wrote: > Hello Martin, > I've combined both the beancount command line client and fava extension > into https://github.com/redstreet/fava_tax_loss_harvester. It'd be great > if you could point to that repo in the contributions doc. Thanks! > > On Tuesday, March 10, 2020 at 11:35:44 PM UTC-7, Red S wrote: >> >> Thanks Martin! >> >> In case you're collecting fava extensions as well, here is the >> corresponding TLH fava extension: >> https://github.com/redstreet/fava_tax_loss_harvester >> I find the fava extension most useful and plan to maintain it. 'm not yet >> sure if I'll maintain the command line tool, in addition. >> >> On Saturday, March 7, 2020 at 6:37:13 PM UTC-8, Martin Blais wrote: >>> >>> 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/2e041524-e051-4025-93ad-65fba1f0bd9f%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/2e041524-e051-4025-93ad-65fba1f0bd9f%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%2BhO6YabvCJPiP-vLzDVVcFhskasdQRBqK%2BRL1KTxJLzMeg%40mail.gmail.com.
