Great feedback, thanks! Fixes for all your points coming very soon. Meanwhile, I'm working on a fava plugin version. I'm considering continuing further development only on the fava version, given it's additional effort to maintain both. Curious: do you use fava, and would you prefer having this in fava?
On Monday, March 9, 2020 at 5:54:55 PM UTC-7, Justus Pendleton wrote: > > On Sunday, March 8, 2020 at 7:54:03 AM UTC+7, Red S 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>. >> > > Nice work! I have a similar script I've been using. Some notes based on > trying yours: > > * Showing wash sales is a nice touch! > * It requires argcomplete & tabulate; you might want to mention that in > the github README. > * You only show the leaf part of the account name. That's understandable > but in my hierarchy I have Assets:Vanguard:Brokerage and > Assets:Schwab:Brokerage and Assets:WellsFargo:Brokerage and they all just > show up as "Brokerage" :-(. Off the top of my head, I don't have a great > solution to this problem. Maybe have a --full-account-names flag? > * My script has a command line arg to group results by security. I have a > fair number of lots so when I run yours I get (especially today!) about two > pages of results (98 lines). A bit about my workflow. My tlh script gets > run daily so I just want a fairly high-level summary at that time. When I > actually go to my broker to sell things is when I want the full detailed > version of things. > * I don't quite understand what --wash-pattern-exclude is for? Tax > deferred accounts can generate wash sales. (They're even worse than normal > accounts because if they generate a wash sale, the lowered basis is > useless.) > * The market value get printed in scientific notation if it is large. > Presumably other values do as well but I don't have $1.58433e+06 in capital > losses yet to test out ;) > * Consider adding commas when printing the the Qty, Market, and Loss > numbers; it makes it easier for humans to read IMHO. > * The wash sales table formatting looks off to me. There are extra lines > of -------. I guess that's a bug or something? Here's what I mean: > > Wash sales: recent purchase (within 30 days): > ---------- ------------------- ---- ------ ---- > 2020-03-02 Interactive-Brokers -500 -12955 REET > ---------- ------------------- ---- ------ ---- > ---------- ------------------- ----- ------- --- > 2020-02-28 Interactive-Brokers -6182 -385117 RZV > ---------- ------------------- ----- ------- --- > ---------- ------------------- ---- -------- ---- > 2020-03-02 Interactive-Brokers 500 57921.5 VIOV > 2020-02-28 Interactive-Brokers 1000 115940 VIOV > 2020-02-28 Interactive-Brokers 1300 150936 VIOV > ---------- ------------------- ---- -------- ---- > ---------- -------- ------ ------ ----- > 2020-02-28 Rollover 19.539 512.31 VEGBX > ---------- -------- ------ ------ ----- > ---------- ---- ------ ------ ----- > 2020-02-28 Roth 79.342 465.74 VWEAX > ---------- ---- ------ ------ ----- > > Overall, nice job! > -- 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 beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/eb621d00-a4f2-4d19-b137-694734f0ef70%40googlegroups.com.
