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 <redst...@gmail.com> 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. >>> 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/2e041524-e051-4025-93ad-65fba1f0bd9f%40googlegroups.com.
