Crate coinbasis 

coinbasis — comprehensive crypto tax-lot cost-basis accounting.

Hand it a ledger of Transactions and current prices; it returns realized capital gains (with holding-period classification), ordinary income, unrealized P/L, portfolio valuation, and tax-year reports. The crate performs no network access and no file I/O — callers supply all data.

Example

use coinbasis::{CostBasisMethod, Portfolio, Transaction};
use chrono::{TimeZone, Utc};
use rust_decimal::Decimal;

let txs = vec![
    Transaction::Buy { timestamp: Utc.with_ymd_and_hms(2020,1,1,0,0,0).unwrap(),
        wallet: "hot".into(), asset: "btc".into(),
        quantity: Decimal::new(1, 0), unit_price: Decimal::new(100, 0), fee: Decimal::new(0, 0) },
    Transaction::Sell { timestamp: Utc.with_ymd_and_hms(2022,1,1,0,0,0).unwrap(),
        wallet: "hot".into(), asset: "btc".into(),
        quantity: Decimal::new(1, 0), unit_price: Decimal::new(500, 0), fee: Decimal::new(0, 0) },
];
let portfolio = Portfolio::from_transactions(&txs).unwrap();
let gains = portfolio.realized_gains(CostBasisMethod::Fifo).unwrap();
assert_eq!(gains[0].gain, Decimal::new(400, 0));

Concepts

• Ledger in, reports out. You build a Portfolio from a Vec of Transactions (in the order they occurred) and query it. The crate replays the ledger internally; it stores no mutable state and performs no I/O.
• Cost-basis methods. Disposals are matched to open lots by CostBasisMethod: Fifo, Lifo, Hifo, Average, or SpecificId (where you name the lots via a LotSelection). The same ledger yields different realized gains under different methods.
• Per-wallet lots. Lots are pooled per (asset, wallet). A disposal can only draw from the wallet it names; transfers move lots between wallets while preserving basis and the holding-period clock.
• Holding period. Each realized lot is classified Term::Short or Term::Long at a 365-day boundary.
• Gifts use the IRS dual-basis rule. A received gift inherits the donor’s basis for gains, the lesser of (donor basis, FMV at receipt) for losses, and realizes nothing in between.

Examples

Runnable examples live in the examples/ directory — start with cargo run --example quickstart, then cost_basis_methods, wallet_transfers, gifts, tax_reports, valuation, and portfolio_stats.

Not tax advice

coinbasis is a calculation library. It does not file taxes, give legal advice, or guarantee conformance with any jurisdiction’s rules. The default model follows current US federal treatment (see the crate docs). Provided “as is”, without warranty of any kind.

Re-exports

pub use error::PortfolioError;

pub use method::CostBasisMethod;

pub use method::LotPick;

pub use method::LotSelection;

pub use portfolio::Portfolio;

pub use report::AssetValuation;

pub use report::CapitalGainsReport;

pub use report::Holding;

pub use report::IncomeEvent;

pub use report::IncomeReport;

pub use report::PortfolioReport;

pub use report::RealizedGain;

pub use report::Term;

pub use tax::TaxBracket;

pub use tax::TaxConfig;

pub use tax::TaxEstimate;

pub use transaction::IncomeSource;

pub use transaction::Transaction;

Modules

error

Error type for ledger validation and replay.

method

Cost-basis method selection and lot ordering.

portfolio

The public Portfolio facade: stores an immutable ledger and answers cost-basis, income, holdings, valuation, and tax-report queries.

report

Public output types: realized gains, income, holdings, valuations, reports.

stats

Pure portfolio statistics over caller-supplied numeric series.

tax

Tax-liability estimation over a crate::CapitalGainsReport.

transaction

The transaction event model fed into a crate::Portfolio.