Exemplo n.º 1
0
def lstx(no_group, no_annotations, minimal):
    """List all transactions that have been derived from events and annotated."""
    events = get_events(loaders.all)
    transactions = get_transactions(events,
                                    XDG_CONFIG_HOME + "/mistbat/tx_match.yaml")
    if not no_annotations:
        transactions = annotate_transactions(
            transactions, XDG_CONFIG_HOME + "/mistbat/tx_annotations.yaml")
    transactions = fmv_transactions(transactions,
                                    XDG_DATA_HOME + "/mistbat/tx_fmv.yaml")
    transactions = imply_fees(transactions)

    if no_group:
        transactions = [
            tx for tx in transactions if getattr(tx, "groups", None) is None
        ]

    # Print transactions
    for tx in transactions:
        if minimal:
            print(tx)
        else:
            print(tx.description())

    print("--------------------")
    print("{} total transactions".format(len(transactions)))
    print_usd_exposure()
Exemplo n.º 2
0
def currentbasis(harvest):
    """See available basis by coin"""
    events = get_events(loaders.all)
    transactions = get_transactions(events,
                                    XDG_CONFIG_HOME + "/mistbat/tx_match.yaml")
    transactions = annotate_transactions(
        transactions, XDG_CONFIG_HOME + "/mistbat/tx_annotations.yaml")
    transactions = fmv_transactions(transactions,
                                    XDG_DATA_HOME + "/mistbat/tx_fmv.yaml")
    transactions = imply_fees(transactions)

    form_8949 = Form8949(transactions)
    print("\nAVAILABLE BASIS REPORT")
    print(
        "Note: Coin totals will slighly deviate from 'holdings' since SENDRECV fees do not impact basis.\n"
    )
    table_headings = [
        "Coin",
        "Date Acquired",
        "Amount",
        "Basis per Coin",
        "Total Basis",
    ]
    if harvest:
        table_headings.append("Cum. G/L at Spot Price")
        spot_prices = get_coin_spot_prices(
            set(form_8949.current_available_basis().keys()))
    table = PrettyTable(table_headings)

    for coin, available_basis in form_8949.current_available_basis().items():
        coin_usd_total = 0.00
        coin_amount_total = 0.00
        cumulative_gain_or_loss = 0.00
        for basis in available_basis:
            time = basis[0].strftime("%Y-%m-%d %H:%M:%S")
            amount = round(basis[1], 8)
            fmv = round(basis[2], 2)
            total = round(amount * fmv, 2)
            row = [coin, time, amount, fmv, total]
            if harvest:
                cumulative_gain_or_loss += (spot_prices[coin] *
                                            amount) - (fmv * amount)
                row.append(round(cumulative_gain_or_loss, 2))
            table.add_row(row)
            coin_usd_total += total
            coin_amount_total += amount
        row = [
            "", "TOTAL",
            round(coin_amount_total, 8), "",
            round(coin_usd_total, 2)
        ]
        if harvest:
            row.append("")
        table.add_row(row)
        table.add_row([" "] * len(table.field_names))
    print(table)
Exemplo n.º 3
0
def tax(aggregated, year):
    """Generate the information needed for IRS Form 8949"""
    events = get_events(loaders.all)
    transactions = get_transactions(events,
                                    XDG_CONFIG_HOME + "/mistbat/tx_match.yaml")
    transactions = annotate_transactions(
        transactions, XDG_CONFIG_HOME + "/mistbat/tx_annotations.yaml")
    transactions = fmv_transactions(transactions,
                                    XDG_DATA_HOME + "/mistbat/tx_fmv.yaml")
    transactions = imply_fees(transactions)

    form_8949 = Form8949(transactions)

    print("SHORT-TERM CAPITAL GAINS")
    table = PrettyTable([
        "(a) Description",
        "(b) Date acquired",
        "(c) Date sold",
        "(d) Proceeds",
        "(e) Basis",
        "(h) Gain",
    ])
    total_gain = 0.00
    for line in form_8949.generate_form(term="short",
                                        aggregated=aggregated,
                                        year=year):
        table.add_row(line)
        if str(line[-1]).strip():
            total_gain += line[-1]
    print(table)
    print(f"TOTAL SHORT-TERM CAPITAL GAIN: USD {total_gain:0.2f}")

    print("\nLONG-TERM CAPITAL GAINS")
    table = PrettyTable([
        "(a) Description",
        "(b) Date acquired",
        "(c) Date sold",
        "(d) Proceeds",
        "(e) Basis",
        "(h) Gain",
    ])
    total_gain = 0.00
    for line in form_8949.generate_form(term="long",
                                        aggregated=aggregated,
                                        year=year):
        table.add_row(line)
        if str(line[-1]).strip():
            total_gain += line[-1]
    print(table)
    print(f"TOTAL LONG-TERM CAPITAL GAIN: USD {total_gain:0.2f}")