Cockroach will help you with your taxes

This small utility is for people using Charles Schwab brokerage services in the Czech Republic.

The program reads the Schwab export of your stock transactions and creates a summary of your sales and purchases for the tax year.

Obtaining Schwab CSV export for last year

1. Go to "Transaction History" tab.

2. Choose "Equity Award Center" from the dropdown.

3. Chose "Custom" Data range and interval from the last year (with overlap)

   • Some events (e.g. ESPP) are reported with delay, so overlap of several days is necessary.
   • Alternatively, you can export everything.
   • 

4. Click "Export"

5. Select "JSON" radio button, click "Export"

Running the application

• Compile and run cockroach/src/main/java/cz/solutions/cockroach/CockroachMain.java

• it gets 3 command line arguments - path to csv export, year, and output dir.

• it uses templates located here: cockroach/src/main/resources/cz/solutions/cockroach

• the output are 4 simple .md files

• In InteliJ IDEA, you can convert the md files into pdf in Markdown export options under Tools > Markdown Converter menu.
  

Compiling and Running

mvn clean install -am

mvn clean install shade:shade

java -jar target/cockroach-0.1-SNAPSHOT.jar /tmp/219114411.json 2023 /tmp/taxes

Converting to PDF

• pandoc sales_2021.md -V geometry:landscape --pdf-engine=/Library/TeX/texbin/pdflatex -o sales.pdf

• IDEA: Tools -> Markdown Converter