Create custom tracker spreadsheet when not found in dir

main.go

@@ -43,6 +43,7 @@ func main() {
 	writeReport(&tr, r)
 	writeReport(&summaries, r)
 	err = r.Save()
+	err = createXlsTemplate()
 	if err != nil {
 		log.Fatalln(err)
 	}

summaries.go

@@ -1,6 +1,7 @@
 package main
 
 import (
+	"fmt"
 	"math"
 	"sort"
 	"time"
@@ -171,6 +172,10 @@ func tradeAsset(ts []Trade) ([]Sale, []Transaction, []Trade) {
 			// Find next purchase to calculate ciostbasis from
 			// Deduct sold quantity from purchase used to calculate the cost basis and sale trade being processed
 			// Add costs to curreny sale
+			if len(fifo.data) == 0 {
+				fmt.Errorf("error calculating trades for asset")
+				return nil, nil, nil
+			}
 			purchase := &fifo.data[0] // TODO strategyu specific
 			cost := Cost{
 				Time:     purchase.Time,
@@ -194,7 +199,12 @@ func tradeAsset(ts []Trade) ([]Sale, []Transaction, []Trade) {
 }
 
 // taxableDeadline determines rge threshold date for profits tax
+// Tax introduced 1/1/2016. For any deadlines before, return provided date
+// For any taxable events provided after 1/1/2016, calculate deadline at 24 months after provided time
 func taxableDeadline(since time.Time) time.Time {
+	if since.Before(time.Date(2016, 1, 1, 1, 0, 0, 0, time.UTC)) {
+		return since
+	}
 	return since.AddDate(2, 0, 0)
 }
 

tracker_template.go

@@ -0,0 +1,101 @@
+package main
+
+import (
+	"errors"
+	"fmt"
+	"github.com/xuri/excelize/v2"
+	"os"
+	"path/filepath"
+	"time"
+)
+
+func createXlsTemplate() error {
+	filename := "Portfolio Tracker.xlsx"
+	fpath := filepath.Join(os.Getenv("PWD"), filename)
+	var err error
+
+	_, err = os.Stat(fpath)
+	if err == nil {
+		return errors.New("tracker already exists")
+	}
+
+	f := excelize.NewFile()
+	f.NewSheet("Trades")
+	err = f.SetSheetRow("Trades", "A1", &[]interface{}{
+		"Broker",
+		"Asset",
+		"Currency",
+		"Time",
+		"Quantity",
+		"Price",
+		"Fee",
+	})
+	if err != nil {
+		fmt.Println(err)
+	}
+
+	err = f.AddTable("Trades", "A1", "G1001", `{
+        "table_name": "table",
+		"table_style": "TableStyleMedium2",
+        "show_first_column": true,
+        "show_last_column": false,
+        "show_row_stripes": false,
+        "show_column_stripes": false
+    }`)
+
+	if err != nil {
+		fmt.Println(err)
+	}
+
+	f.SetSheetRow("Trades", "A2", &[]interface{}{
+		"khbliyubl",
+		"jlhblyb",
+		"EUR",
+		time.Now(),
+		-22.789,
+		574.89,
+		-4.2,
+	})
+
+	f.NewSheet("Dividends")
+	err = f.SetSheetRow("Dividends", "A1", &[]interface{}{
+		"Broker",
+		"Asset",
+		"Currency",
+		"Year",
+		"Amount",
+	})
+	if err != nil {
+		fmt.Println(err)
+	}
+
+	f.NewSheet("Withholding Tax")
+	err = f.SetSheetRow("Withholding Tax", "A1", &[]interface{}{
+		"Broker",
+		"Asset",
+		"Currency",
+		"Year",
+		"Amount",
+	})
+	if err != nil {
+		fmt.Println(err)
+	}
+
+	f.NewSheet("Fees")
+	err = f.SetSheetRow("Fees", "A1", &[]interface{}{
+		"Currency",
+		"Year",
+		"Amount",
+		"Note",
+	})
+	if err != nil {
+		fmt.Println(err)
+	}
+
+	f.DeleteSheet("Sheet1")
+	err = f.SaveAs(fpath)
+	if err != nil {
+		return err
+	}
+	return nil
+}