Financial Projects Checkpoint: ibkr-ir, Portfolio Sharing, and OFX Conversion
Another checkpoint about personal projects. This one is about financial topics. Let's go.
ibkr-ir
I already talked about this one in Building ibkr-ir for Brazilian Global Investors. In short, ibkr-ir is a tool to easily fill the large and detailed annual Brazilian tax form (IR). You export a CSV from IBKR, run the tool, and get the numbers you need.
ibkr-report-generator
ibkr-report-generator is a simple browser extension that generates a static HTML file with your portfolio values on IBKR. I created it to share my portfolio without giving access to my account or needing to screenshot every part of the platform.
btg-ofx-converter
I need OFX files for some demands, but BTG (a Brazilian bank and investment firm) does not offer this format to export bank or card statements, only PDF and Excel. So I created my own converter: btg-ofx-converter, from Excel to OFX. Simple as that.
Privacy
All projects are open source and run offline. None of them touch internet servers to fetch or send any data. If you clone, fork, or download the code, you have total access to audit it. Financial data is sensitive, and you should have control of it.
Contributing
Contributions are welcome. Feel free to open an issue or PR for any of them. If you want to talk more, just get in touch: [email protected].
See you next time!