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 <redst...@gmail.com <javascript:>> > 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 bean...@googlegroups.com <javascript:>. >> 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 beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/62bccfac-d597-496b-b2a3-c3a3f5f509da%40googlegroups.com.
