How vnvarma39/paasa-taxalpha-engine works
Paasa TaxAlpha is a local-first tax analysis workspace for Indian investors with global holdings. The main workflow is to submit broker trades through the web interface, normalize them, calculate Indian-calendar gains and related tax opportunities, then review or export filing schedules. Separate analysis branches cover dividend tax credits, loss harvesting, UK comparisons, and UCITS exposure. The graph follows the README and sampled module responsibilities; some server pipeline wiring is inferred from the documented architecture, while unsampled implementation details are not expanded.
Main entry points: server.py Flask API · index.html Tax Dashboard · tax_engine.py FIFO Tax Engine · currency.py Rule 115 FX
Components 15
Web Interface
- Tax Dashboard
static/index.html
Analysis Workflow
- Flask API
server.py - Trade Parser
core/parser.py
Tax Engines
- FIFO Tax Engine
core/tax_engine.py - Rule 115 FX
core/currency.py - Loss Harvester
core/loss_harvester.py - DTAA Reconciler
core/dtaa_reconciler.py - Global Tax Comparison
core/global_tax.py - UCITS Optimizer
core/ucits_optimizer.py
Reports and Data
- SBI TT Rates
data/sbi_tt_historical.json - ETF Substitutes
data/etf_substitutes.json - Report Exporter
core/exporter.py - Sample Portfolio
data/sample_portfolio_ibkr.csv - CA Workbook
exports/ca_taxalpha_report_demo.xlsx
Other components
- Investor
Connections 16
- Investor → Tax Dashboard: submits trades
- Tax Dashboard → Flask API: sends requests
- Flask API → Tax Dashboard: returns analysis
- Flask API → Trade Parser: parses trades
- Flask API → Sample Portfolio: reads sample
- Sample Portfolio → Trade Parser: provides trades
- Flask API → FIFO Tax Engine: analyzes trades
- FIFO Tax Engine → Rule 115 FX: requests FX rates
- Rule 115 FX → SBI TT Rates: loads rates
- Flask API → Loss Harvester: finds loss candidates
- Loss Harvester → ETF Substitutes: loads mappings
- Flask API → DTAA Reconciler: reconciles dividends
- Flask API → Global Tax Comparison: compares jurisdictions
- Flask API → UCITS Optimizer: optimizes ETF exposure
- Flask API → Report Exporter: requests export
- Report Exporter → CA Workbook: writes workbook