Metadata-Version: 2.4
Name: brokerage-statements
Version: 0.1.0
Summary: A deterministic Python library for parsing, normalizing, and validating brokerage statements across brokers and statement formats.
Keywords: brokerage,brokerage-statements,finance,financial-statements,investing,parser,portfolio
Author: Fifoa Labs
Author-email: Fifoa Labs <labs@fifoa.com>
License-Expression: MIT
License-File: LICENSE
Classifier: Development Status :: 3 - Alpha
Classifier: Intended Audience :: Developers
Classifier: License :: OSI Approved :: MIT License
Classifier: Operating System :: OS Independent
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Programming Language :: Python :: 3.13
Classifier: Programming Language :: Python :: 3.14
Classifier: Programming Language :: Python :: Implementation :: CPython
Classifier: Topic :: Office/Business :: Financial
Classifier: Topic :: Software Development :: Libraries :: Python Modules
Classifier: Typing :: Typed
Requires-Python: >=3.11
Project-URL: Homepage, https://github.com/fifoa-labs/brokerage-statements
Project-URL: Repository, https://github.com/fifoa-labs/brokerage-statements
Project-URL: Issues, https://github.com/fifoa-labs/brokerage-statements/issues
Description-Content-Type: text/markdown

# brokerage-statements

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A deterministic Python library for parsing, normalizing, and validating
brokerage statements.

`brokerage-statements` converts supported brokerage statements into normalized,
broker-neutral Python objects while preserving the source evidence needed to
audit how each result was produced.

The library is built around isolated statement processors. Each processor owns
a known statement format or revision, allowing support for new statement
variants to be added without destabilizing processors already proven against
historical statements.

The project emphasizes strict, deterministic behavior. Unsupported statement
formats, ambiguous processor matches, unknown financial activity, and
unresolved security identities fail explicitly rather than being silently
ignored or guessed.

Initial brokerage support is focused on TD Ameritrade and Charles Schwab
statements.

It intentionally focuses on statement processing and normalization. It is not
a portfolio manager, brokerage API, trading system, tax engine, or
Beancount-specific importer.

* **PyPI:** https://pypi.org/project/brokerage-statements/
* **Source:** https://github.com/fifoa-labs/brokerage-statements
* **License:** MIT

## Installation

```bash
pip install brokerage-statements
```

Or with `uv`:

```bash
uv add brokerage-statements
```
