Export all dividends transactions into a CSV file
Wealthfront provides the basic tax documents, however they are geared towards only the US tax system. The exports don't allow you to export all dividends, but only the transactions. With this project, you can easily generate CSV files for all dividends you have received.
- Login & visit https://www.wealthfront.com/transactions
- Start the web inspector and start tracking network requests
- Clear web requests
- Select
Past Year
- Filter
XHR
requests - Look for the new
transfers-for-account
request - Copy the
Response
and save it intowealthfront.json
in this directory - Run
bundle exec ruby generate_tax_documents.rb
- Visit https://www.wealthfront.com/documents
- Select
Personal Investment Account
- Select
Statements
- Manually download each PDF one by one
- Store those pdfs in a local folder
./pdfs
- Run
bundle exec ruby parse_pdfs.rb