104 lines
2.7 KiB
YAML
104 lines
2.7 KiB
YAML
name: Share/ETF Investor
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layer: additional
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description: |
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Share and ETF portfolio tracking with dividend income and CGT events.
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Includes franking credit extraction and wash sale detection.
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categories:
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- name: "Dividends:Franked"
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parent: null
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description: "Fully franked dividend income"
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- name: "Dividends:Unfranked"
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parent: null
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description: "Unfranked dividend income"
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- name: "Share Sales"
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parent: null
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description: "Capital gains/losses from share sales"
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- name: "Brokerage Fees"
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parent: null
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description: "Trading and brokerage fees"
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rules:
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- id: franked-dividends
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pattern: "dividend.*franked|franking.*credit|DRP|dividend.*reinvestment"
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category: "Dividends:Franked"
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confidence: high
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labels: ["Franked Dividend"]
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description: "Detect franked dividend payments"
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- id: unfranked-dividends
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pattern: "dividend.*unfranked|distribution.*trust"
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category: "Dividends:Unfranked"
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confidence: high
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description: "Detect unfranked dividend payments"
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- id: share-sale
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pattern: "share.*sale|stock.*sale|sold.*shares|CGT.*event"
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category: "Share Sales"
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confidence: medium
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labels: ["Capital Gain"]
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description: "Detect share sale transactions (CGT event)"
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- id: brokerage
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pattern: "CommSec|SelfWealth|Stake|brokerage|trading.*fee"
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category: "Brokerage Fees"
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confidence: high
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labels: ["Tax Deductible"]
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description: "Detect brokerage and trading fees"
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tax_tracking:
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dividend_tracking: true
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franking_credit_extraction: true
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cgt_tracking: true
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cgt_discount_eligible: true
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cgt_discount_holding_period: 365
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wash_sale_detection: true
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wash_sale_period: 30
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alerts:
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- type: dividend_income_summary
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schedule: quarterly
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message: "Quarterly dividend income summary with franking credits"
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- type: cgt_event_detected
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trigger: share_sale_detected
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message: "Share sale detected - track CGT event and holding period"
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- type: wash_sale_warning
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trigger: repurchase_within_30_days
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message: "Warning: Share repurchased within 30 days - potential wash sale"
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labels:
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- name: "Tax Deductible"
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description: "Share trading expense claimable"
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color: "green"
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auto_apply: false
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- name: "Capital Gain"
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description: "Capital gains event (CGT applicable)"
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color: "gold"
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auto_apply: true
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- name: "Capital Loss"
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description: "Capital loss (offset against gains)"
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color: "brown"
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auto_apply: false
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- name: "Franked Dividend"
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description: "Dividend with franking credits attached"
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color: "teal"
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auto_apply: true
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dependencies:
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requires: []
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conflicts_with: []
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metadata:
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created: "2025-11-22"
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version: "1.0.0"
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author: "Agent Smith"
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priority: 3
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