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Investment tools

This repo contains scripts which help me with managing my investments. These scripts most likely will never end up as end user programs and published only as a response to request from some people to publish them.

Scripts are intentionally single-file to eliminate the need to install them, to simplify their modification and to restrain their grow and gradual transformation into a full-fledged applications for which I don't have a free time to support and evolve.

Update: The scripts are deprecated by https://github.com/KonishchevDmitry/investments.

income-statement-automizer

This script reads Interactive Brokers statements and automatically alters *.dcX file (Russian tax program named Декларация) by adding all required information about income from paid dividends.

*.dcX is a proprietary and very weird format which changes every year, so to make sure that everything will be done right, script requires a fake foreign dividend income to be specified in income statement named dividend - it finds it, checks that it's able to parse it and understand and only after that alters the *.dcX file.

investments_calc.py

This module helps you in asset allocation if you want to periodically rebalance your portfolio. You create a script that describes your current positions, expectations and free assets, run it and it suggests which positions you should buy/sell.

Example: investments-calc-example.

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Scripts which help me with managing my investments

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