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Capital Gains Calculator

Need to calculate the adjusted cost base (ACB) of your sell transactions for reporting capital gains on your Canadian tax return?

How-to

Simply run with python capital-gains.py (requires Python 3+) and follow the interactive command line (type ? for list of commands).

Examples

Entering new transaction

> new
Enter the security's symbol (e.g. BTC): btc
New security. Please enter a description (optional): Bitcoin
Enter transaction date (MM-DD-YYYY): 02-20-2017
Transaction type (buy/sell): buy
Enter quantity: 40
Enter average price per share: 2500
Enter fees (default: 0):

New "BTC" transaction summary:
Date: Feb 20, 2017
Type: buy
Quantity: 40
Price per share: 2500
Fee: 0.0

Add transaction? (y/n): y
Updated BTC with transaction.

Viewing all transactions

> list
List of all securities and transactions:
BTC - Bitcoin
mm-dd-yyyy      type    quantity           price             fee
02-20-2017       buy          40            2500               0
03-15-2017       buy          20            5000               0
04-20-2017      sell          15            7000               0
05-12-2017       buy          12            2000              10
07-02-2017      sell          13           13370               2
ETH - Ethereum
mm-dd-yyyy      type    quantity           price             fee
03-17-2017       buy          50           400.5               5
03-20-2017      sell          25             450               0

Calculate adjusted cost base (ACB) for sell transactions

> acb
List of symbols:
BTC
ETH

Specify the symbol to calculate ACB for sell transactions: btc
ACB for BTC:
mm-dd-yyyy      type    quantity           price             fee             ACB        gain/loss
02-20-2017       buy          40            2500               0
03-15-2017       buy          20            5000               0
04-20-2017      sell          15            7000               0        50000.00        55000.00
05-12-2017       buy          12            2000              10
07-02-2017      sell          13           13370               2        39686.49        134121.51
Remaining quantity: 44
Remaining ACB: 134323.5087719298245614035088

Saving transactions to a save file

> save
File to save to: top-secret-crypto.cgc
Save to top-secret-crypto.cgc successful.

Loading transactions from a save file

> load
File to load from: top-secret-crypto.cgc
Loading from top-secret-crypto.cgc will erase all current data. Are you sure? (y/n): y
Load from top-secret-crypto.cgc complete.
List of all securities and transactions:
BTC - Bitcoin
mm-dd-yyyy      type    quantity           price             fee
02-20-2017       buy          40            2500               0
03-15-2017       buy          20            5000               0
04-20-2017      sell          15            7000               0
05-12-2017       buy          12            2000              10
07-02-2017      sell          13           13370               2
ETH - Ethereum
mm-dd-yyyy      type    quantity           price             fee
03-17-2017       buy          50           400.5               5
03-20-2017      sell          25             450               0

Outstanding items

  • FIFO/LIFO methods
  • Editing/deleting transactions (currently must edit save file directly)
  • Error handling when invalid input for values

About

Simple interactive Python command-line calculator for capital gains with support for adjusted cost base (ACB).

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