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RAW format

You will need:

  • CSV using the RAW format. If your broker isn't natively supported you might choose to convert whatever report you can produce into this basic format. See example. Include the header row shown below (lower-case column names in this order). The parser can infer the column order when the header is missing, but it will emit a warning so you can update your export the next time.

  • date – transaction date in YYYY-MM-DD format.

  • action – one of the supported broker actions (see ActionType).
  • symbol – instrument ticker; leave blank for cash movements if not applicable.
  • quantity – number of shares or units involved (blank for cash-only transactions).
  • price – price per unit in the transaction currency (blank when not applicable).
  • fees – fees associated with the transaction (blank or 0 if none).
  • currency – ISO currency code of the transaction amounts (for example USD).

Example usage for the tax year 2024/25:

cgt-calc --year 2024 --raw-file raw_data.csv