ecmatos / stock_income_tax

This repository aims to help people calculate the average costs of their stocks to declare in the income tax.

Stocks Income Tax

This repository aims to help people calculate the average costs of their stocks to declare in the income tax.

Getting started

The application will read your stock market orders using an Excel file or your brokerage notes.

Brokerages method

Download the brokerages and move the files to the orders folder. So far, the app supports these brokerage notes:

• 👷 In progress - Nuinvest
• 👷 In progress - Rico Investimentos

Excel file method

On the files folder, fill the excel file orders.xlsx inserting each share of all your orders. The file already have some examples to you follow.

Columns:

• date: When the order was made using the format "dd/mm/yyyy".
• order_type: Buy or sell (c/v)
• code: Share id in stock market.
• quantity: Quantity bought/selled of the share.
• price: Price payed at the bought/selled moment.
• broker: Broker identifier (see the column broker on file broker_data.xlsx for options).

💻 Setting up environment

1 - Install python.

2 - Clone the repository: git clone https://github.com/ecmatos/stock_income_tax.git

3 - Go to the folder where you cloned the repository.

4 - Create a new virtual environment: python -m venv venv

5 - Activate the virtual environment: venv\Scripts\activate.bat

6 - Install the dependencies listed on requirements.txt: pip install -r requirements.txt

💻 Running the app

Runnig the app

• python app.py

🔎 Resources

The folder files have some other excel files that you can explore:

• broker_data.xlsx store information about brokers, so if you didn't find your broker on the list, you can add it on the file using the other rows as example.
• company_data.xlsx contain all the brazilian companies listed in the stock market.

📄 Consuming the results

The app will create 2 files as result on output folder:

• output_avg_cost.xlsx : This file contains all information summarized in share code, quantity and average cost.
• output_descriptions.xlsx : This file contains the standard texts that can be used in the income tax.

🔨 Built with

• Pandas
• PyPDF2