Transaction Spreadsheet Generation Utilities - tsiemens/acb GitHub Wiki

Generating ACB-compatible CSV files can be tedious to do by hand, even with the aid of spreadsheet programs.

This repository provides a few tools that can help generate your spreadsheets more quickly

tx-export-convert

This tool is designed to do the fairly simple conversion between your institution's transaction export spreadsheet/format to the ACB CSV format.

It can also track your foreign currency exchanges (USD only currently. Each cent is counted as one share).

Currently supported platforms:

  • Questrade

Availability

etrade-plan-pdf-tx-extract

This is a specific tool for users who have employee stock plans with ETRADE. It will generate ACB CSV files from a collection of ETRADE stock plan PDFs, since the typical transaction spreadsheet export is not available without a "normal" trading account.

Availability