{"repo":"rlan/convert-csv-schwab2pp","free":true,"listed":false,"github":"https://github.com/rlan/convert-csv-schwab2pp","clone":"git clone https://github.com/rlan/convert-csv-schwab2pp.git","description":"Converts a Charles Schwab transaction CSV file to a ready-to-import CSV file for Portfolio Performance.","language":"Python","stars":15,"topics":["charles-schwab","csv","portfolio-performance","conversion","converter","python3","finance","text-processing","python","command-line-tool"],"license":"MIT","category":"cli-tools","readme_excerpt":"A Charles Schwab CSV Converter for Portfolio Performance A command-line tool that converts a Charles Schwab transaction CSV file to a ready-to-import CSV file for Portfolio Performance (PP). After conversion, this step-by-step guide creates a new portfolio file in PP and imports the converted example CSV. After importing the converted example CSV. Installation First, install uv. Then: Verify installation: Try it out! Example: - An example Schwab CSV: example.csv. - The converted ready-to-import CSV file: example out.csv. To replicate this conversion: Update to a new version Uninstallation Details Supported transactions: - \"NRA Tax Adj\" - \"Credit Interest\" - \"NRA Withholding\" - \"Short Term Cap Gain\" - \"Long Term Cap Gain\" - \"Cash Dividend\" - \"Buy\" - \"Wire Received\" - \"Wire Sent\"[^1] (Thank you, @ipaulo) - \"Sell\"[^2] (Thank you, @ipaulo and @mgillman) Not-yet-supported transactions: - ACH deposit and withdrawal I have actual transactions for the supported transactions. If you could share actual transactions for not-yet-supported ones, please let me know. Thank you. Duplicate transactions: As far as I can test, PP will detect and skip duplicate transactions. So it is safe to import overlapping transactions in the future. Dates: If date is in \"date1 as of date2\" format, \"date1\" will be used and \"as of date2\" will be appended to the resulting \"Note\" column. Development See development.md Citation If this project helps your research, don't hesitate to spread the word! Click on the ","default_branch":null,"files":null,"tree":[],"storefront":"/r/rlan","claimed":false,"request_supported":{"post":"https://gitbuyer.com/r/rlan/convert-csv-schwab2pp/request-supported","requests":0},"note":"indexed from public GitHub; nothing is for sale on this page. Clone it from GitHub. Paid listings live at /search."}