Python script to analyze Wealthfront open tax lots CSV download and display long-term and short-term gains/losses.
To install deps.
pip3 install -r requirements.txt
To obtain your data.
1. Logon to Wealthfront
2. Click on your investment account
3. Click on the manage button (towards the top right)
4. Click view cost basis details.
5. Click download CSV
usage: AnalyzeLots.py [-h] [-s] [-n] [-v] [-l] -f FILE [-d DAYS]
Analyze Wealthfront cost-basis data. Displays net short/long term gains/losses and total short/long term losses by default.
options:
-h, --help show this help message and exit
-s, --symbol Display net gain/loss by symbol and net short/long-term gain/loss per symbol
-n, --no-summary No summary
-f FILE, --file FILE File to process
-d DAYS, --days DAYS Show results for number of days in the future
-v, --verbose Display ETF descriptions
-l, --live Get live price from YF(experimental)
File required
Python 3, pandas and yfinance required. Tested on 3.11 and 3.12.
Untested windows executable generated by PyInstaller github action attached to the latest v1.0.2 release. I don't have a Windows system to test on so please let me know if it works if you give it a try.
Example commands
Analyze file and show by symbol data and ETF descriptions
AnalyzeLots.py -f open-tax-lots-2024-04-08.csv -s -v
Analyze file and update data live from YF and don't display summary
AnalyzeLots.py -f open-tax-lots-2024-04-08.csv -l -n
Analyze file and show results for a week in the future. Summary only
AnalyzeLots.py -f open-tax-lots-2024-04-08.csv -d 7