Introduction

Portfelj is a portfolio analysis tool and tax returns solution for eDavki. It only supports flex reports by Interactive Brokers. It is a command line tool (CLI) providing interactive text-based interface that can run in any modern terminal software. It's available for Windows, macOS, Linux.

It drew a lot of inspiration and insight from ib-edavki. However Portfelj is a separate application built in Rust. It has been shaped through the hardship of filing tax returns for active trading and investment accounts in the past 7 years, with over a decade of expertise in building reliable software.

This software provides a critical service where errors or miscalculations are unacceptable and may negatively impact users financial well being. Primary goals that the author of this software strives to achieve:

• 🧠 Clarity achieved by providing insights into trade data, such as tips and hints
• ✅ Correctness achieved by extensive trade data analysis and inconsistency evaluations to prevent bogus results
• 🎢 Regression control and soundness checks achieved by improved code coverage, including tests running against actual flex reports
• 🤖 Reduce chores by automatically collecting the necessary data such as company business and tax data