A simple cli application that transforms information from brokers to the Portuguese tax information.
Warning
Use this application at you own risk. This is a hobby project. I'm not a tax expert. I'm not a lawyer. I'm not a financial advisor. I'm just a guy that likes to code and likes to invest. I'm not responsible for any damage this application may cause. If you have any doubts about your taxes, please consult a professional.
Download it form the releases page. It's strongly recommended to use the latest version.
The tool is very simple, you must provide the file where the source operations are available in csv format. Read the eToro section in Supported Brokers to know how to generate the csv.
Heres an example of how to use it to generate the csv for eToro stock operations grouped by source country.
brokertotax etoro stock -f "path/to/etoro_closed_positions.csv" -g source-country
This will generate a csv file with stock operations grouped by country. The file will be named stock_gains_grouped_by_source_country.csv
. This file is ready to be used as base for the Portuguese IRS form categories G or E.
The application support these kinds of operations, stock
, crypto
, CFD
, and ETF
. The stock
operations can be grouped in source-country
and operations
by using the -g
or --group-by
parameter. Other operations can be grouped in other ways, see the help for more information.
brokertotax etoro -h
Will output something like this:
Convert eToro data to a format that can be imported into tax software
Usage: brokertotax etoro <subcommand> [arguments]
-h, --help Print this usage information.
Available subcommands:
cfd Convert CFD data to a format that can be imported into tax software
crypto Convert crypto data to a format that can be imported into tax software
etf Convert ETF data to a format that can be imported into tax software
stock Convert stock data to a format that can be imported into tax software
Run "brokertotax help" to see global options.
Each command has it own help. For example:
brokertotax etoro stock -h
Will output something like this:
Convert stock data to a format that can be imported into tax software
Usage: brokertotax etoro stock [arguments]
-h, --help Print this usage information.
-f, --file The file to parse.
--exchange-directory The directory containing the exchange rates
(defaults to "data/exchange")
-c, --currency The currency to use for the gains.
[usd, eur (default)]
-g, --group-by The grouping to use in the gains.
[none (default), source-country, operation]
Run "brokertotax help" to see global options.
Check the full help for know more about about the available options.
This first version is being developed to support eToro. But the idea is that new brokers can be added by pull requests. The code is being created to be simple to add a broker.
How to get the operations in eToro:
To contribute to this project you can open an issue or a pull request. If you want to add a new broker, please open an issue first so we can discuss the best way to do it.