investor-tools

A tool that will munge basic stock activity (buy/sells) with the input (as CSV). Most brokerage apps should already let you export your activity via CSV.

Goals

• Wash Sales
• Capital gains/losses after selling a share or all shares of a stock
  • All shares (current data below shows this scenario)
  • Partial sells (long-term goal)

CSV Input Example

Ideally, each input CSV will have its own detail similar to this:

Partial Apex Clearing sample:

Symbol	Net Amt.	Trade Action	Trade Date
GOOGL	-1000.08	Buy	2020-03-01
GOOGL	1000.52	Sell	2020-03-18
FB	-20.00	Buy	2020-03-01
FB	19.23	Sell	2020-03-18

Output Example

Ideally, each security will have been aggregated and will have its own detail similar to this:

Symbol	Gain/Loss	Wash Sale Loss
GOOGL	0.44	0
FB	-0.77	-0.77

Stargazers over time