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trevorwelch / rh-profit-and-loss

Get profit and loss for your trading on Robinhood, export trades/dividends/options history, generate buy-and-hold comparison
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Credit Karma Chrome Add On Intergration #4

Open rgulden opened 5 years ago

rgulden commented 5 years ago

Hello! Great work on this! Runs super well! I just was wondering, is there anyway you could take this a step further and have it output a .csv that works with this Credit Karma tool.

I am doing taxes right now.. and if you were able to output something that fits into that format, it would make importing data into credit Karma so easy! And completely free (no turbo tax)!

Also, i was wondering.. what happens if you have an option expire worthless? Does it get listed on the options history list?

If you want to chat further about this please reach out to me at rgulden@live.com

Thanks! Rya

trevorwelch commented 5 years ago

I'm so glad it works for you!

I just was wondering, is there anyway you could take this a step further and have it output a .csv that works with this Credit Karma tool.

That's a great idea. Did you look at any of the .csv exports that are available already from the rh-profit-and-loss script? I think you could probably just open one of the exports from this script in Excel/Sheets and change some of the headers around. I would like to knock it out for you at some point, not sure when I'll make the time though.

Also, i was wondering.. what happens if you have an option expire worthless? Does it get listed on the options history list?

I really don't know to be honest, I might face this unfortunate situation in about a month though so I'll let you know 😂

TW

rgulden commented 5 years ago

Haha thanks for responding!

I did check out all the .csv outputs.. i can do it for myself.. but just thought it might be helpful for others.. I know i've seen a million posts of people hoping for a way to make it easier for them haha.

I wish i could help you out, but I am a Java guy... don't really trust my python abilities haha. Is it possible go through like each individual contract and follow it. For example if i buy 2 SQ calls and I sell one on 1/19 and the other expires worthless is it possible to out put something like this:

date | ticker | value | position_effect
04:05.9 | SQ | -49 | open
04:05.9 | SQ | -49 | open
01:19.7 | SQ | 39 | close
01:20:0 | SQ | 0 | close

Just spit balling. 👍