Metadata-Version: 2.1
Name: cad-capgains
Version: 2.0.1
Summary: A CLI tool to calculate your capital gains
Home-page: https://github.com/EmilMaric/cad-capital-gains
License: MIT
Keywords: capital,gains,canadian,tax
Author: Eddy Maric
Maintainer: Eddy Maric
Requires-Python: >=3.6,<4.0
Classifier: Development Status :: 5 - Production/Stable
Classifier: Environment :: Console
Classifier: Intended Audience :: End Users/Desktop
Classifier: License :: OSI Approved :: MIT License
Classifier: Operating System :: OS Independent
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.6
Classifier: Programming Language :: Python :: 3.7
Classifier: Programming Language :: Python :: 3.8
Classifier: Programming Language :: Python :: 3.9
Classifier: Topic :: Office/Business :: Financial :: Accounting
Requires-Dist: click (>=7.1.2,<8.0.0)
Requires-Dist: requests (>=2.23.0,<3.0.0)
Requires-Dist: tabulate (>=0.8.7,<0.9.0)
Project-URL: Repository, https://github.com/EmilMaric/cad-capital-gains
Description-Content-Type: text/markdown

Canadian Capital Gains CLI Tool
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Calculating your capital gains and tracking your adjusted cost base (ACB) manually, or using an Excel document, often proves to be a laborious process. This CLI tool calculates your capital gains and ACB for you, and just requires a CSV file with basic information about your transactions. The idea with this tool is that you are able to more or less cut-and-copy the output that it genarates and copy it into whatever tax filing software you end up using.

## Features:
- Supports transactions with multiple different stock tickers in the same CSV file, and outputs them in separate tables.
- Currently supports transactions done in both USD and CAD. For USD transactions, the daily exchange rate will be automatically fetched from the Bank of Canada.
- Will automatically apply [superficial capital loss](https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-127-capital-gains/capital-losses-deductions/what-a-superficial-loss.html) rules when calculating your capital gains and ACB. This tool only supports full superficial capital losses, and does not support partial superficial losses. In sales with a superficial capital loss, the capital loss will be carried forward as perscribed by the CRA. A sale with a capital loss will be treated as superficial if it satisifies the following:
    - Shares with the same ticker were bought in the 61 day window (30 days before or 30 days after the sale)
    - There is a non-zero balance of shares sharing the same ticker at the end of the 61 day window (30 days after the sale)
- Outputs the running adjusted cost base (ACB) for every transaction with a non-superficial capital gain/loss

# Installation
```bash
# To get the latest release
pip install cad-capgains
```

# CSV File Requirements
To start, create a CSV file that will contain all of your transactions. In the CSV file, each line will represent a `BUY` or `SELL` transaction.  Your transactions **must be in order**, with the oldest transactions coming first, followed by newer transactions coming later. The format is as follows:
```csv
<yyyy-mm-dd>,<description>,<stock_ticker>,<action(BUY/SELL)>,<quantity>,<price>,<commission>,<currency>
```
Here is a sample CSV file:
```csv
# sample.csv
2017-2-15,ESPP PURCHASE,GOOG,BUY,100,50.00,10.00,USD
2017-5-20,RSU VEST,GOOG,SELL,50,45.00,0.00,CAD
```

**NOTE: This tool only supports calculating ACB and capital gains with transactions
dating from May 1, 2007 and onwards.**

# Usage
To show the CSV file in a nice tabular format you can run:
```bash
$ capgains show sample.csv
+------------+---------------+----------+----------+-------+---------+--------------+------------+
| date       | description   | ticker   | action   |   qty |   price |   commission |   currency |
|------------+---------------+----------+----------+-------+---------+--------------+------------|
| 2017-02-15 | ESPP PURCHASE | GOOG     | BUY      |   100 |   50.00 |        10.00 |        USD |
| 2017-05-20 | RSU VEST      | GOOG     | SELL     |    50 |   45.00 |         0.00 |        CAD |
+------------+---------------+----------+----------+-------+---------+--------------+------------+
```
To calculate the capital gains you can run:
```bash
$ capgains calc sample.csv 2017
GOOG-2017
[Total Gains = -1,028.54]
+------------+---------------+----------+-------+------------+----------+-----------+---------------------+
| date       | description   | ticker   | qty   |   proceeds |      ACB |   outlays |   capital gain/loss |
|------------+---------------+----------+-------+------------+----------+-----------+---------------------|
| 2017-05-20 | RSU VEST      | GOOG     | 50    |   2,250.00 | 3,278.54 |      0.00 |           -1,028.54 |
+------------+---------------+----------+-------+------------+----------+-----------+---------------------+
```
Your CSV file can contain transactions spanning across multiple different tickers. You can filter the above commands by running the following:
```bash
$ capgains calc sample.csv 2017 -t GOOG
...

$ capgains show sample.csv -t GOOG
...
```
For additional commands and options, run one of the following:
```bash
$ capgains --help

$ capgains <command> --help
```
You can take this output and plug it into your favourite tax software (Simpletax, StudioTax, etc) and verify that the capital gains/losses that the tax software reports lines up with what the output of this command says.

# Finding issues
If you find issues using this tool, please create an Issue using the [Github issue tracker](https://github.com/EmilMaric/cad-capital-gains/issues) and one of us will try to fix it.

# Contributing
If you would like to contribute, please read the [CONTRIBUTING.md](https://github.com/EmilMaric/cad-capital-gains/blob/master/CONTRIBUTING.md) page

