I recently shared <https://groups.google.com/forum/#!topic/beancount/l5tG6EBc8SU> a beancount tool for identifying tax loss harvesting opportunities. This is the fava plugin version. Starting a new thread for this because these these are different code bases, and I intend primarily to develop this one (the fava plugin) unless there is a lot of interest in the other as well.
Github link <https://github.com/redstreet/fava_tax_loss_harvester>. README.md with screenshot: fava_tax_loss_harvester Tax loss harvester plugin for Fava (Beancount personal finance software). Reports the set of lots that can be tax loss harvested from your beancount input file. Includes a comprehensive wash sale report. Example: [image: TLH screenshot] <https://github.com/redstreet/fava_tax_loss_harvester/blob/master/readme-screenshot.png> The example above shows that 350,100 USD of losses can be harvested by selling the rows listed. However, 1 BNCT 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 (1,051,900 USD) if all the recommended lots were sold. <https://github.com/redstreet/fava_tax_loss_harvester#installation> Installation Clone the source to a directory (eg: plugins/fava/tlh relative to your beancount source). Include this in your beancount source: 2010-01-01 custom "fava-extension" "plugins.fava.tlh" "" <https://github.com/redstreet/fava_tax_loss_harvester#configuration> Configuration Configure TLH through your beancount sources. Example: 2010-01-01 custom "fava-extension" "plugins.fava.tlh" "{ 'account_field': 'account', 'accounts_pattern': 'Assets:Investments:Taxable', 'loss_threshold': 50, 'wash_pattern': 'Assets:Investments', }" <https://github.com/redstreet/fava_tax_loss_harvester#account_field> account_field Default: LEAF(account) This string is a part of the beancount query. If you want to see the entire account name, set this to 'account'. ------------------------------ <https://github.com/redstreet/fava_tax_loss_harvester#accounts_pattern> accounts_pattern Default: '' Regex of the set of accounts to search over for tax loss harvesting opportunities. This allows you to exclude your tax advantaged and other non-investment accounts. ------------------------------ <https://github.com/redstreet/fava_tax_loss_harvester#loss_threshold> loss_threshold Default: 1 Losses below this threshold will be ignored. Useful to filter out minor TLH opportunities. ------------------------------ <https://github.com/redstreet/fava_tax_loss_harvester#wash_pattern> wash_pattern Default: '' Regex of the set of accounts to search over for possible wash sales. This allows you to include your tax advantaged and all investment 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 beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/b00c2b11-d9ec-4b5f-ad2f-b79e781f696c%40googlegroups.com.
