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daybook

Self-hosted crypto wallet auditing and tax reporting CLI tool.

daybook pulls transactions from Coinbase, Kraken, and EVM wallets (Ethereum, Polygon), normalizes them into a single ledger, classifies events, computes cost basis, flags wash-sale candidates, and exports a tax-ready CSV.

Current version: v0.2.0 — 352 tests passing across 20 test files.

Quick Links

• Getting Started — install, configure, and run your first export
• CLI Reference — all commands, flags, and options
• Architecture — monorepo structure, package dependencies, data flow
• Source Adapters — Coinbase CSV, Kraken CSV, EVM chains
• Classifier Rules — the 7-rule classification chain
• Tax Engine — cost basis methods, wash sale flagging, Form 8949, Schedule D, TXF, CSV export
• Pricing — how USD prices are resolved
• Configuration — config file format and environment variables

What's New in v0.2.0

• LIFO cost-basis method — Last In, First Out joins FIFO and HIFO. daybook compare now shows all three side by side.
• JSON output — --format json on all read commands for scripting and piping
• Design system — centralized UI component library with themed Ink rendering across all commands
• Styled help — usage examples on every command, rewritten descriptions following the design system voice
• Non-TTY degradation — graceful fallback when piped or in CI environments

What's New in v0.1.0

• Kraken CSV adapter — import Kraken "Export Ledger" CSV files
• Events list Ink upgrade — structured table output with --type, --source, --account filters
• Failed transaction gas tracking — capture gas from reverted EVM transactions via Etherscan
• Classify dry-run — preview classifier changes without writing to the database
• Interactive unclassified review — override unclassified events inline after classification
• Incremental sync — --from <date|block> to skip already-ingested history
• Specific ID lot selection — hand-pick lots for tax-loss harvesting with interactive picker or JSON replay
• Wash sale flagging — informational flags on loss disposals with acquisitions within ±30 days

Supported Sources

Source	Method	Status
Coinbase	CSV import	✅ v0.1.0
Kraken	CSV import	✅ v0.1.0
Ethereum	Alchemy API	✅ v0.1.0
Polygon	Alchemy API	✅ v0.1.0
Etherscan (failed tx)	Etherscan API	✅ v0.1.0

Cost Basis Methods

Method	Description	Status
FIFO	First in, first out (IRS default)	✅ v0.1.0
HIFO	Highest cost, first out (tax minimizer)	✅ v0.1.0
LIFO	Last in, first out	✅ v0.2.0
Specific ID	User picks lots manually	✅ v0.1.0

Export Formats

Format	Description	Status
CSV	Tax-ready CSV with one row per disposal	✅ v0.1.0
Form 8949 PDF	IRS Form 8949 with continuation sheets	✅ v0.2.0
Schedule D PDF	IRS Schedule D summary	✅ v0.2.0
TXF	TurboTax import format (v042)	✅ v0.2.0