Compute adjusted cost base and capital gains for a set of trades (Canadian rules).

Runs the full calculation and returns: current holdings (shares, total ACB, ACB per share) per security; every disposition with proceeds, ACB, outlays, the gain before and after the superficial-loss rule, and whether it was a superficial loss; per-tax-year summaries with net and taxable capital gain; and any warnings.

Uses the CRA average-cost method (all shares of a security pool into one ACB; gains are computed against the average, not FIFO). Pass trades either inline as 'transactions' or as a file path in 'csv_path' (CSV or JSON). Each transaction is an object: date (YYYY-MM-DD), action ('buy' or 'sell'), security (ticker/symbol), shares, price (per share), and optionally commission, currency, fx_rate (trade-currency to CAD, e.g. 1.35 for USD), and note.

This is a calculation aid, not tax advice; verify results before filing.

Show current holdings: shares, total ACB and ACB per share for each security.

A lighter view than calculate_acb when you only want the current book cost of what is still held (for example to compute an unrealized gain against a market price). Accepts inline 'transactions' or a 'csv_path'. Each transaction is an object: date (YYYY-MM-DD), action ('buy' or 'sell'), security (ticker/symbol), shares, price (per share), and optionally commission, currency, fx_rate (trade-currency to CAD, e.g. 1.35 for USD), and note.

Produce a capital-gains report for a single tax year (Schedule 3 style).

Returns every disposition dated in 'tax_year' with proceeds, ACB, outlays and the allowable capital gain/loss, plus totals: total proceeds, total ACB, net capital gain, and the taxable capital gain (net gain times the 50% inclusion rate). Superficial losses are already applied. Accepts inline 'transactions' or a 'csv_path'. Each transaction is an object: date (YYYY-MM-DD), action ('buy' or 'sell'), security (ticker/symbol), shares, price (per share), and optionally commission, currency, fx_rate (trade-currency to CAD, e.g. 1.35 for USD), and note.

This is a calculation aid, not tax advice; verify results before filing.

Flag superficial losses under the CRA 30-day (61-day window) rule.

Scans dispositions for losses where the same security was bought within 30 days before or after the sale and still held at the end of that window. For each, reports the security, date, the denied (deferred) loss amount and the allowable portion. The denied amount is added to the ACB of the substitute shares. Accepts inline 'transactions' or a 'csv_path'. Each transaction is an object: date (YYYY-MM-DD), action ('buy' or 'sell'), security (ticker/symbol), shares, price (per share), and optionally commission, currency, fx_rate (trade-currency to CAD, e.g. 1.35 for USD), and note.