Just a utility to calculate some currency rates and gains.
- Export transactions from Fidelity (you get a file called "View closed lots.csv")
- Drop the file in the same folder as the notebook
- Run the notebook, e.g. using GitHub Codespaces
- The notebook will use Norges Bank API to download the USD-NOK exchange rates for purchase and sales dates
- It calculates your gains in NOK from entry and exit prices using the daily rates
- It sums up your transactions through the years.
- You get an XLSX file you can submit to the tax authorities to show your calculations
- Doublecheck stuff, then doublecheck again
- Don't push your changes unless you want your tax report on GitHub (forks are public by default)
Export data from this place in Fidelity.
Use the Export button, the notebook will read and process the entire file.
- Remember Norwegian tax law requires first-in-first-out when reporting, the notebook doesn't fix that for you.
- And that I'm not a tax lawyer.
- And that this may have bugs.
- Norges Bank is missing currency rates for some days (IDK why), the next day (after) with data is then used.
- Norges Bank only has daily rates going back 10 years, for purchase dates before that the yearly avg is used.
- And that Fidelity or Norges Bank may change stuff year-over-year to break this, let me know or send a PR.