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
- Command line (python3 script)
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
- Command line (python3 script)