investor-tools

A tool that will munge basic stock activity (buy/sells) with the input (as CSV). Most brokerage apps should already let you export your activity via CSV.

Goals

• Wash Sales
• Capital gains/losses after selling a share or all shares of a stock
  • All shares (current data below shows this scenario)
  • Partial sells (long-term goal)

CSV Input Example

Ideally, each input CSV will have its own detail similar to this:

Partial Apex Clearing sample:
| Symbol | Net Amt. | Trade Action | Trade Date |
|—|—|—|—|
| GOOGL | -1000.08 | Buy | 2020-03-01
| GOOGL | 1000.52 | Sell | 2020-03-18
| FB | -20.00 | Buy | 2020-03-01
| FB | 19.23 | Sell | 2020-03-18

Output Example

Ideally, each security will have been aggregated and will have its own detail similar to this:

Stargazers over time