tax-tracker

Files (2)

• SKILL.md
• tax_report.py · scripts/

SKILL.md (first lines)

# Tax Tracker

Vollautomatisches Steuer-Tracking für alle Trading-Aktivitäten.

## Overview

- **Trade Import** - Automatischer Import von allen Exchanges
- **Gain Calculation** - FIFO, LIFO, HIFO Methoden
- **Tax Optimization** - Tax-Loss Harvesting Vorschläge
- **Report Generation** - Steuerberichte für DE/AT/CH

## 🤖 AUTO-PILOT MODE

```python
# ~/.kit/config/tax-tracker.json
{
  "auto_pilot": {
    "enabled": true,
    "sync_interval_hours": 24,
    "methods": {
      "crypto": "FIFO",
      "stocks": "FIFO"
    },
    "tax_loss_harvesting": {
      "enabled": true,
      "threshold_eur": 500,
      "require_approval": true
    },
    "reports": {
      "auto_generate": true,
      "schedule": "monthly",
      "formats": ["pdf", "csv"]
    },
    "notifications": {
      "tax_deadline_reminder": true,
      "large_gain_alert": 1000
    }
  },
  "jurisdiction": "DE",
  "tax_year": 2026
}
```

## Tax Rules (Germany)

| Asset | Haltefrist | Steuersatz |
|-------|------------|------------|
| Crypto | 1 Jahr steuerfrei | bis 45% + Soli |
| Aktien | Keine | 25% Abgeltungssteuer |
| ETFs | Keine | 25% + Teilfreistellung |

## Commands

### Import All Trades

```bash
python3 -c "
import ccxt
import json
import os
from datetime import datetime

exchanges_config = json.load(open(os.path.expanduser('~/.kit/exchanges.json')))
all_trades = []

for name, cfg in exchanges_config.items():
    try:
        exchange = getattr(ccxt, name)(cfg)
        # Fetch all trades (may need pagination)
        trades = exchange.fetch_my_trades('BTC/USDT', limit=100)
        for t in trades:
            all_trades.append({
                'exchange': name,
                'symbol': t['symbol'],
                'side': t['side'],
                'amount': t['amount'],
                'price': t['price'],
                'cost': t['cost'],
                'fee': t['fee']['cost'] if t['fee'] else 0,
                'timestamp': t['timestamp'],
                'date': datetime.fromtimestamp(t['timestamp']/1000).isoformat()
            })
        print(f'✅ {name}: {len(trades)} trades imported')
    except Exception as e:
        print(f'⚠️ {name}: {e}')

print(f'\\n📊 Total: {len(all_trades)} trades')
# Save: json.dump(all_trades, open('trades_2026.json', 'w'), indent=2)
"
```

### Calculate Capital Gains (FIFO)

```bash
python3 -c "
from collections import defaultdict
from datetime import datetime, timedelta

# Example trades
trades = [
    {'side': 'buy', 'amount': 1.0, 'price': 40000, 'date': '2025-01-15', 'asset': 'BTC'},
    {'side': 'buy', 'amount': 0.5, 'price': 45000, 'date': '2025-06-01', 'asset': 'BTC'},
    {'side': 'sell', 'amount': 0.8, 'price': 50000, 'date': '2026-02-01', 'asset': 'BTC'},
]

# FIFO calculation
holdings = defaultdict(list)  # asset -> [(amount, price, date)]
gains = []

for trade in sorted(trades, key=lambda x: x['date']):
    asset = trade['asset']
    
    if trade['side'] == 'buy':
        holdings[asset].append({
            'amount': trade['amount'],
            'price': trade['price'],
            'date': datetime.fromisoformat(trade['date'])
        })

From Signal-Execution-Labs/forex-trading-ai-agent, MIT.

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