• Go to Account -> History menu
• switch to “Download Account History” tab
• set year start and year end dates and CSV format and press download
• use resulting .CSV file with the following script, created by me (the file path is hardcoded on this version): https://github.com/pageal/1099TaxScaner/blob/main/main.py SCRIPT NOTEs: 1) stocks are sold in First-In-First-Out order. Profits are calculated accordingly: SalePrice – BuyPrice in order from earliest bought stock to recently bought 2) for companies going public through SPAC the ticker name may change during the report period. For correct 1009 calculation .CSV file need to be fixed (before the script activation) by replacing the pre-SPAC ticker (and corresponding empty ticker-change line) with the FINAL ticker name of the company

– According to different criterias one can be defined as a trader OR an investor. This definition affects tax paid for profits. Described here in hebrew

CONCLUSIONS:
– be aware not just of resulting portfolio size BUT also of your formal profits (generated at sale points)
– it’s may be (in some cases) better to ballance/compensate/offset TAXABLE profits with losses before end of tax year (by selling with loss, and consequent buying back with current price if you still believe in the company in long term)
– be aware of amount of trading (and other characteristics of your activities) you do yearly and how this may be perceived by Israel tax authorities (investor/trader wise)
– do not forget to download your 1099 .CSV report every year

Spider(SPDR):
– XLC – Communication Services
– XLV – Consumer Discretionary
– XLP – Consumer Staples
– XLE – Energy
– XLF – Financials
– XLV – Health Care
– XLI – Industrials
– XLB – Materials
– XLRE- Real Estate
– XLK – Technology
– XLU – Utilities