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KapJI / capital-gains-calculator

UK capital gains tax calculator which supports transaction history from different brokers
MIT License
119 stars 45 forks source link

Help please #475

Closed rednutter73 closed 7 months ago

rednutter73 commented 7 months ago

Hi,

Sorry I am unable to find the page in the readme file:-

See cgt-calc --help for the full list of settings. - Please can you provide a link?

I want to use the application for UK 30 day rules - I use Barclays stockbrokers, can I still use the app. I presume I can just convert my trades into into a readable csv file? Is there a step by step process anywhere? I guess it is in help section?

Thanks and sorry for the basic questions!

vmartinv commented 7 months ago

I wouldn't recommend this if you don't have knowledge of Python and HMRC rules to verify that the report is correct, you are completely responsible for any errors. That said, for unsupported brokers you can use the raw csv format, here's an example file https://github.com/KapJI/capital-gains-calculator/blob/main/tests/test_data/raw/test_data.csv, the format is date (YYYY-MM-DD);action;symbol;quantity;price;fees;currency.

rednutter73 commented 7 months ago

Thanks appreciate the file - I just want to verify my manual workings and fully accept your comments.

Please can you provide a link for that asked before:-

See cgt-calc --help for the full list of settings.

Thanks!

vmartinv commented 7 months ago

There’s no link, it means you have to run that command in the console to see the output.

rednutter73 commented 7 months ago

There’s no link, it means you have to run that command in the console to see the output.

Ok thanks!

rednutter73 commented 7 months ago

Hi - so I have installted the Miktex console on windows pc and my csv file is ready.

Anyone able to provide the step by steps what I do next to get the cgt calcs and report please? (or direct me to an article that explains this?)

Thanks!