This repository contains public importers for various brokerage accounts. They are consolidated here in order leverage common utility functions and libraries between them, and to allow for analysis code that works on and across all of them, integrated with Beancount.
The codes in this repository should support equity, equity options, futures, and futures options. Translations will be available to and from Beancount in order allow centralized analysis of performance in aggregate, across multiple brokers.
This is work in progress. It's rough around the edges and is specifically designed for my personal reconciliation workflow. Use it at your own peril or benefit.
NOTE: Many of these importers are currently being rewritten and reconsolidated in order to perform centralized analysis. Therefore, some of the stuff will not be in working order as of March 2021.
UPDATE(2021-11-21): Many of the importers in here have been superseded by implementations in Johnny (http://github.com/beancount/johnny). There will eventually be a dependency from this repository to it. This is in flux.
These codes are tested on real data that may or may not include some of the transactions you're seeing in your account (the test data is not shared for privacy reasons). If you have transactions that do not parse by one of these importers, please contact us and if possible, share an anonymized file so support can be expanded to cover the functionality.
See the Beangulp project for general running and testing information.
This code is built on top of Beancount v3 and Beangulp.
Questions related to this code should be sent to the Beancount mailing-list.
These codes used to live in various repositories and were consolidated here in March 2021.