Example Beancount fileInvestor

Asset Allocation Classes

Asset Allocation Accounts

Cash Drag

Tax Loss Harvestor

Summarizer

Gains Minimizer

Minimize Gains

cumu_proceeds cumu_taxes account units acquisition_date market_value gain term est_tax est_tax_percent cumu_gains percent
985.49 -19.86 12.153 RGAGX
 2015-01-19 985.49 USD
 -94.55 Long -19.86 -2.01 -94.55 -9.59
1978.19 -38.19 12.242 RGAGX
 2015-02-16 992.70 USD
 -87.29 Long -18.33 -1.85 -181.84 -9.19
2972.60 -56.16 12.263 RGAGX
 2015-01-05 994.41 USD
 -85.60 Long -17.98 -1.81 -267.43 -9.00
3969.52 -73.61 12.294 RGAGX
 2015-02-02 996.92 USD
 -83.11 Long -17.45 -1.75 -350.54 -8.83
4980.55 -88.09 12.468 RGAGX
 2015-03-02 1011.03 USD
 -68.95 Long -14.48 -1.43 -419.49 -8.42
5997.09 -101.41 12.536 RGAGX
 2015-03-16 1016.54 USD
 -63.43 Long -13.32 -1.31 -482.92 -8.05
7019.56 -113.51 12.609 RGAGX
 2016-07-04 1022.46 USD
 -57.62 Long -12.10 -1.18 -540.54 -7.70
8042.43 -125.51 12.614 RGAGX
 2016-06-20 1022.87 USD
 -57.14 Long -12.00 -1.17 -597.68 -7.43
9069.35 -136.66 12.664 RGAGX
 2016-06-06 1026.92 USD
 -53.06 Long -11.14 -1.09 -650.75 -7.18
10099.84 -147.04 12.708 RGAGX
 2017-07-03 1030.49 USD
 -49.43 Long -10.38 -1.01 -700.18 -6.93
11134.63 -156.52 12.761 RGAGX
 2015-03-30 1034.79 USD
 -45.17 Long -9.49 -0.92 -745.35 -6.69
12172.10 -165.44 12.794 RGAGX
 2017-07-17 1037.47 USD
 -42.48 Long -8.92 -0.86 -787.83 -6.47
13209.80 -174.34 12.797 RGAGX
 2017-06-19 1037.71 USD
 -42.36 Long -8.90 -0.86 -830.19 -6.28
14248.73 -182.95 12.812 RGAGX
 2016-08-01 1038.93 USD
 -41.00 Long -8.61 -0.83 -871.19 -6.11
15295.44 -189.94 12.908 RGAGX
 2015-04-13 1046.71 USD
 -33.30 Long -6.99 -0.67 -904.49 -5.91
16345.80 -196.17 12.953 RGAGX
 2016-05-23 1050.36 USD
 -29.66 Long -6.23 -0.59 -934.15 -5.71
17397.13 -202.19 12.965 RGAGX
 2017-07-31 1051.33 USD
 -28.65 Long -6.02 -0.57 -962.80 -5.53
18458.35 -206.12 13.087 RGAGX
 2016-07-18 1061.22 USD
 -18.71 Long -3.93 -0.37 -981.52 -5.32
19519.74 -210.02 13.089 RGAGX
 2017-05-22 1061.39 USD
 -18.59 Long -3.90 -0.37 -1000.10 -5.12
20584.45 -213.25 13.130 RGAGX
 2015-04-27 1064.71 USD
 -15.36 Long -3.23 -0.30 -1015.47 -4.93
21649.49 -216.36 13.134 RGAGX
 2016-05-09 1065.04 USD
 -14.84 Long -3.12 -0.29 -1030.31 -4.76
22715.58 -219.29 13.147 RGAGX
 2017-02-13 1066.09 USD
 -13.94 Long -2.93 -0.27 -1044.24 -4.60
23782.08 -222.14 13.152 RGAGX
 2017-06-05 1066.50 USD
 -13.55 Long -2.84 -0.27 -1057.79 -4.45
26270.51 -227.52 19 VHT
 2017-08-27 2488.43 USD
 -25.65 Long -5.39 -0.22 -1083.44 -4.12
27342.19 -229.27 13.216 RGAGX
 2016-04-11 1071.69 USD
 -8.33 Long -1.75 -0.16 -1091.77 -3.99
28415.90 -230.61 13.241 RGAGX
 2017-05-08 1073.71 USD
 -6.36 Long -1.33 -0.12 -1098.12 -3.86
28864.17 -230.97 5.528 RGAGX
 2017-08-14 448.27 USD
 -1.71 Long -0.36 -0.08 -1099.84 -3.81
29942.18 -231.38 13.294 RGAGX
 2017-02-27 1078.01 USD
 -1.99 Long -0.42 -0.04 -1101.83 -3.68
31020.68 -231.69 13.300 RGAGX
 2016-04-25 1078.50 USD
 -1.46 Long -0.31 -0.03 -1103.29 -3.56
32099.74 -231.89 13.307 RGAGX
 2017-03-27 1079.06 USD
 -0.93 Long -0.20 -0.02 -1104.22 -3.44
33179.29 -232.00 13.313 RGAGX
 2017-01-30 1079.55 USD
 -0.53 Long -0.11 -0.01 -1104.76 -3.33
35933.35 -232.00 2754.06 USD
 2754.06 USD
 Short -1104.76 -3.07
36789.18 -232.00 855.83 USD
 855.83 USD
 Short -1104.76 -3.00
36776.18 -232.00 -13 VACHR
 -13 VACHR
 Short -1104.76 -3.00
36776.16 -232.00 -0.02 USD
 -0.02 USD
 Short -1104.76 -3.00
37857.66 -231.69 13.337 RGAGX
 2017-01-16 1081.50 USD
 1.47 Long 0.31 0.03 -1103.29 -2.91
38940.05 -231.19 13.348 RGAGX
 2016-03-28 1082.39 USD
 2.40 Long 0.50 0.05 -1100.89 -2.83
40028.44 -229.41 13.422 RGAGX
 2017-04-10 1088.39 USD
 8.46 Long 1.78 0.16 -1092.43 -2.73
41117.07 -227.61 13.425 RGAGX
 2017-04-24 1088.63 USD
 8.59 Long 1.80 0.17 -1083.84 -2.64
43572.35 -223.00 8 GLD
 2017-08-27 2455.28 USD
 21.92 Long 4.60 0.19 -1061.92 -2.44
44665.36 -220.26 13.479 RGAGX
 2017-03-13 1093.01 USD
 13.07 Long 2.75 0.25 -1048.85 -2.35
45766.24 -215.87 13.576 RGAGX
 2016-02-01 1100.88 USD
 20.91 Long 4.39 0.40 -1027.94 -2.25
46072.15 -214.63 1.437 VBMPX
 2017-08-14 305.91 USD
 5.88 Long 1.23 0.40 -1022.06 -2.22
47173.68 -210.10 13.584 RGAGX
 2016-01-18 1101.53 USD
 21.60 Long 4.54 0.41 -1000.46 -2.12
49619.47 -199.74 17 VEA
 2016-08-13 2445.79 USD
 49.30 Long 10.35 0.42 -951.16 -1.92
50722.29 -194.95 13.600 RGAGX
 2016-03-14 1102.82 USD
 22.85 Long 4.80 0.44 -928.31 -1.83
51459.92 -191.27 3.465 VBMPX
 2017-07-03 737.63 USD
 17.50 Long 3.67 0.50 -910.82 -1.77
52566.23 -185.74 13.643 RGAGX
 2015-05-11 1106.31 USD
 26.33 Long 5.53 0.50 -884.49 -1.68
53674.24 -179.86 13.664 RGAGX
 2016-02-15 1108.01 USD
 28.01 Long 5.88 0.53 -856.47 -1.60
54413.79 -175.77 3.474 VBMPX
 2017-07-17 739.55 USD
 19.45 Long 4.09 0.55 -837.02 -1.54
55153.97 -171.52 3.477 VBMPX
 2017-07-31 740.18 USD
 20.24 Long 4.25 0.57 -816.78 -1.48
55895.65 -166.96 3.484 VBMPX
 2017-06-05 741.67 USD
 21.74 Long 4.57 0.62 -795.04 -1.42
56639.02 -162.05 3.492 VBMPX
 2017-06-19 743.38 USD
 23.40 Long 4.91 0.66 -771.65 -1.36
57755.47 -154.38 13.768 RGAGX
 2016-02-29 1116.45 USD
 36.49 Long 7.66 0.69 -735.16 -1.27
58510.34 -147.06 3.546 VBMPX
 2017-05-22 754.87 USD
 34.89 Long 7.33 0.97 -700.27 -1.20
59661.30 -135.45 8 VEA
 2015-12-30 1150.96 USD
 55.28 Long 11.61 1.01 -644.99 -1.08
60797.54 -123.65 14.012 RGAGX
 2015-05-25 1136.23 USD
 56.19 Long 11.80 1.04 -588.80 -0.97
61935.96 -111.38 14.039 RGAGX
 2015-07-20 1138.42 USD
 58.40 Long 12.26 1.08 -530.40 -0.86
63077.30 -98.50 14.075 RGAGX
 2015-07-06 1141.34 USD
 61.37 Long 12.89 1.13 -469.03 -0.74
64223.43 -84.61 14.134 RGAGX
 2015-06-08 1146.13 USD
 66.15 Long 13.89 1.21 -402.88 -0.63
64988.94 -75.05 3.596 VBMPX
 2017-05-08 765.52 USD
 45.49 Long 9.55 1.25 -357.40 -0.55
66137.42 -60.66 14.163 RGAGX
 2015-06-22 1148.48 USD
 68.55 Long 14.40 1.25 -288.85 -0.44
66856.79 -51.21 9 ITOT
 2017-03-19 719.37 USD
 45.00 Long 9.45 1.31 -243.85 -0.36
67288.40 -45.39 3 VEA
 2016-05-05 431.61 USD
 27.72 Long 5.82 1.35 -216.13 -0.32
68439.36 -27.01 8 VEA
 2015-09-15 1150.96 USD
 87.52 Long 18.38 1.60 -128.61 -0.19
69219.35 -14.40 3.664 VBMPX
 2017-04-24 779.99 USD
 60.02 Long 12.60 1.62 -68.59 -0.10
71838.75 32.30 20 VHT
 2016-08-13 2619.40 USD
 222.40 Long 46.70 1.78 153.81 0.21
73148.45 57.08 10 VHT
 2016-09-23 1309.70 USD
 118.00 Long 24.78 1.89 271.81 0.37
73762.27 68.81 2 GLD
 2017-03-19 613.82 USD
 55.84 Long 11.73 1.91 327.65 0.44
74563.98 85.98 3.766 VBMPX
 2017-04-10 801.71 USD
 81.80 Long 17.18 2.14 409.45 0.55
75372.92 104.67 3.800 VBMPX
 2017-03-27 808.94 USD
 88.96 Long 18.68 2.31 498.41 0.66
76186.34 124.26 3.821 VBMPX
 2017-03-13 813.41 USD
 93.31 Long 19.59 2.41 591.71 0.78
76972.16 143.69 6 VHT
 2017-03-19 785.82 USD
 92.52 Long 19.43 2.47 684.23 0.89
77797.49 165.79 3.877 VBMPX
 2017-02-27 825.34 USD
 105.26 Long 22.10 2.68 789.50 1.01
78976.22 198.04 9 VHT
 2015-09-15 1178.73 USD
 153.54 Long 32.24 2.74 943.04 1.19
79814.76 222.96 3.939 VBMPX
 2017-02-13 838.53 USD
 118.68 Long 24.92 2.97 1061.72 1.33
80653.51 247.91 3.940 VBMPX
 2016-08-01 838.75 USD
 118.79 Long 24.95 2.97 1180.51 1.46
81497.58 273.95 3.965 VBMPX
 2017-01-30 844.07 USD
 124.03 Long 26.05 3.09 1304.53 1.60
82345.05 300.72 3.981 VBMPX
 2016-07-04 847.48 USD
 127.47 Long 26.77 3.16 1432.01 1.74
83193.16 327.60 3.984 VBMPX
 2016-07-18 848.11 USD
 128.01 Long 26.88 3.17 1560.01 1.88
84042.56 354.81 3.990 VBMPX
 2016-06-20 849.39 USD
 129.56 Long 27.21 3.20 1689.57 2.01
84895.57 382.75 4.007 VBMPX
 2017-01-16 853.01 USD
 133.03 Long 27.94 3.28 1822.60 2.15
85753.26 411.65 4.029 VBMPX
 2016-06-06 857.69 USD
 137.63 Long 28.90 3.37 1960.23 2.29
89749.76 546.68 50 ITOT
 2016-11-23 3996.50 USD
 643.00 Long 135.03 3.38 2603.23 2.90
90609.79 576.08 4.040 VBMPX
 2016-04-25 860.04 USD
 140.03 Long 29.41 3.42 2743.26 3.03
91475.15 606.58 4.065 VBMPX
 2016-05-23 865.36 USD
 145.24 Long 30.50 3.52 2888.50 3.16
92342.64 637.57 4.075 VBMPX
 2016-05-09 867.49 USD
 147.56 Long 30.99 3.57 3036.05 3.29
93861.31 695.27 19 ITOT
 2016-09-23 1518.67 USD
 274.74 Long 57.70 3.80 3310.79 3.53
94742.63 729.12 4.140 VBMPX
 2016-04-11 881.32 USD
 161.21 Long 33.85 3.84 3472.01 3.66
95626.93 763.64 4.154 VBMPX
 2016-03-28 884.30 USD
 164.37 Long 34.52 3.90 3636.38 3.80
96515.92 799.11 4.176 VBMPX
 2016-03-14 888.99 USD
 168.92 Long 35.47 3.99 3805.30 3.94
97420.24 837.81 4.248 VBMPX
 2016-02-29 904.31 USD
 184.28 Long 38.70 4.28 3989.58 4.10
98327.53 877.14 4.262 VBMPX
 2016-02-15 907.29 USD
 187.27 Long 39.33 4.33 4176.85 4.25
99235.04 916.51 4.263 VBMPX
 2016-02-01 907.51 USD
 187.49 Long 39.37 4.34 4364.34 4.40
100156.60 958.83 4.329 VBMPX
 2016-01-18 921.56 USD
 201.51 Long 42.32 4.59 4565.85 4.56
100796.04 988.62 8 ITOT
 2016-05-05 639.44 USD
 141.84 Long 29.79 4.66 4707.69 4.67
102330.58 1067.92 5 GLD
 2016-09-23 1534.55 USD
 377.65 Long 79.31 5.17 5085.34 4.97
103769.32 1147.57 18 ITOT
 2015-09-15 1438.74 USD
 379.26 Long 79.64 5.54 5464.60 5.27
104782.85 1209.20 4.761 VBMPX
 2015-07-20 1013.52 USD
 293.52 Long 61.64 6.08 5758.12 5.50
105804.67 1272.58 4.800 VBMPX
 2015-06-22 1021.82 USD
 301.78 Long 63.37 6.20 6059.89 5.73
106833.95 1337.53 4.835 VBMPX
 2015-06-08 1029.27 USD
 309.29 Long 64.95 6.31 6369.19 5.96
107864.07 1402.65 4.839 VBMPX
 2015-07-06 1030.13 USD
 310.08 Long 65.12 6.32 6679.27 6.19
108895.90 1468.13 4.847 VBMPX
 2015-05-25 1031.83 USD
 311.81 Long 65.48 6.35 6991.08 6.42
109934.12 1534.95 4.877 VBMPX
 2015-05-11 1038.22 USD
 318.22 Long 66.83 6.44 7309.30 6.65
110991.07 1605.73 4.965 VBMPX
 2015-04-27 1056.95 USD
 337.02 Long 70.78 6.70 7646.33 6.89
112058.66 1678.72 5.015 VBMPX
 2015-04-13 1067.59 USD
 347.59 Long 72.99 6.84 7993.92 7.13
112672.48 1721.20 2 GLD
 2016-05-05 613.82 USD
 202.26 Long 42.47 6.92 8196.18 7.27
113750.50 1796.36 5.064 VBMPX
 2015-03-16 1078.02 USD
 357.92 Long 75.16 6.97 8554.10 7.52
114833.85 1872.67 5.089 VBMPX
 2015-03-30 1083.35 USD
 363.35 Long 76.30 7.04 8917.45 7.77
115922.94 1950.17 5.116 VBMPX
 2015-03-02 1089.09 USD
 369.07 Long 77.50 7.12 9286.52 8.01
117015.02 2028.32 5.130 VBMPX
 2015-02-16 1092.07 USD
 372.13 Long 78.15 7.16 9658.65 8.25
118110.29 2107.13 5.145 VBMPX
 2015-02-02 1095.27 USD
 375.28 Long 78.81 7.20 10033.93 8.50
119218.11 2188.57 5.204 VBMPX
 2015-01-19 1107.83 USD
 387.85 Long 81.45 7.35 10421.78 8.74
120339.78 2272.92 5.269 VBMPX
 2015-01-05 1121.66 USD
 401.66 Long 84.35 7.52 10823.44 8.99