ib-cgt

UK Capital Gains Tax calculator for Interactive Brokers HTML statements.

Documentation

Full documentation lives under docs/. The top-level pages:

• docs/index.md — documentation entry point.
• docs/architecture.md — component map, dependency graph, and implementation status.
• docs/fx.md — Frankfurter FX cache and business-day fallback.
• docs/db/index.md — database reference; see also one page per table: accounts, instruments, stock_instruments, bond_instruments, future_instruments, fx_instruments, statements, trades, fx_rates, tax_runs, matched_disposals, schema_migrations.

Planned pages (not yet written): docs/cgt-rules.md, docs/ingestion.md, docs/cli.md.

Setup

conda env update -f environment.yml
conda activate ib-cgt

Development checks

ruff format
ruff check
mypy
pytest

Contributing

Contributor and AI-assistant instructions live in AGENTS.md (mirrored to CLAUDE.md).