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CGT Calculator

A tool that is a work in progress; designed to calculate unrealised gains on a portfolio of shares.

Getting Started

Required libraries

openpyxl
datetime
csv

You will need to add transactions to the Template file and rename as Input.xlsx.

Usage

Modify the Data excel file or use the Template excel file to include any transactions.

Run the main python file

python main.py

To do

  1. Logging existing funds [x]
  2. Processing transactions [x]
  3. Account for 30 day rule on disposals [x]
  4. Format excel for ease of use [x]
  5. Add in conversions to funds [x]
  6. Add in transfers in & out of plan [ ]
  7. Add in distributions and equalisations [ ]

License

This project is licensed under the MIT License - see the LICENSE.md file for details.