Compute dividends from E*Trade
Script: Scripts/EtradeDividends.ps1
Usage:
- Log into E*Trade.
- Go to Stock Plan -> Holdings -> Other Holdings.
- Open the web browser inspector (e.g., press
F12in Google Chrome). - Use the
Networktab to record the outgoing HTTP requests. - Optionally click the
Clearbutton to get rid of the clutter. - Expand the
Cashsection. AgetCashTransactions.jsonshould appear in theNetworkview. - Click
getCashTransactions.json. The view will change, switch to theResponsetab. - Copy-paste the contents of that tab, save it as
getCashTransactions.json. - Run the
./EtradeDividends.ps1in the directory containing thegetCashTransactions.json. This can take a while since it asks Riksbank's API for the exchange rates at the different dates. - Enjoy a clear list with SEK-converted values, rounded to full kronor.
- Cross-check the USD amounts with the 1042-S form from E*Trade. (
getCashTransactions.jsononly looks back 365 days.)
Script: Scripts/EtradeK4.ps1
Usage:
- Log into E*Trade.
- Go to Stock Plan -> Tax Information -> Cost Basis.
- Open the web browser inspector (e.g., press
F12in Google Chrome). - Use the
Networktab to record the outgoing HTTP requests. - Optionally click the
Clearbutton to get rid of the clutter. - Select the tax year and click
Apply. AgainsLosses.jsonshould appear in theNetworkview. - Click
gainsLosses.json. The view will change, switch to theResponsetab. Click the toggle to displayRawdata, if there is one. - Copy-paste the contents of that tab, save it as
gainsLosses.json. - Run the
./EtradeK4.ps1script in the directory containinggainsLosses.json. This can take a while since it asks Riksbank's API for the exchange rates at the different dates. - Enjoy a clear table with SEK-converted values, rounded to full kronor, and ready to be copied into the K4 form.
Script: Scripts/SchwabK4+Dividends.ps1
Usage:
- Log into Schwab.
- Go to Transaction History.
- Open the web browser inspector (e.g., press
F12in Firefox). - Use the
Networktab to record the outgoing HTTP requests. - Optionally click the
Clearbutton to get rid of the clutter. - Select the Date range (Previous Year, most likely) and click
Search. Atransactionsitem should appear in theNetworkview. - Click
transactions. The view will chang 6438 e, switch to theResponsetab. Click the toggle to displayRawdata, if there is one. - Copy-paste the contents of that tab, save it as
transactions.json. - Run the
./SchwabK4+Dividends.ps1script in the directory containingtransactions.json. This can take a while since it asks Riksbank's API for the exchange rates at the different dates. - Enjoy a clear table with SEK-converted values, rounded to full kronor, and ready to be copied into the K4 form, and/or field 7.2 of the declaration (Ränteinkomster, utdelningar m.m.).