Format a generic .csv transaction history file. This function requires one transaction per row, so will not work with trades of two coins reported on the same row. For this you will have to split the trade on two rows and have a single currency column per row.
Usage
format_generic(
data,
date = "date",
currency = "currency",
quantity = "quantity",
total.price = "total.price",
spot.rate = "spot.rate",
transaction = "transaction",
fees = "fees",
description = "description",
comment = "comment",
revenue.type = "revenue.type",
exchange = "exchange",
timezone = "UTC",
force = FALSE,
list.prices = NULL
)Arguments
- data
The dataframe
- date
The date column
- currency
The currency column
- quantity
The quantity column
- total.price
The total.price column, if available
- spot.rate
The spot.rate column, if available
- transaction
The transaction column
- fees
The fees column, if available
- description
The description column, if available
- comment
The comment column, if available
- revenue.type
The revenue.type column, if available (content can be one of
c("airdrops", "referrals", "staking", "promos", "interests", "rebates", "rewards", "forks", "mining"))- exchange
The exchange column
- timezone
The time zone of the transactions
- force
Whether to force recreating
list.priceseven though it already exists (e.g., if you added new coins or new dates).- list.prices
A
list.pricesobject from which to fetch coin prices.
Examples
# Detects correct names even with capitals
format_generic(data_generic1)
#> date currency quantity total.price spot.rate transaction fees
#> 1 2021-03-02 10:36:06 BTC 0.001240 50.99 41120.9677 buy 0.72
#> 2 2021-03-10 12:49:04 ETH 0.063067 50.99 808.5052 buy 0.72
#> 3 2021-03-15 14:12:08 ETH 0.065048 150.99 2321.2090 sell 1.75
#> exchange rate.source
#> 1 generic_exchange exchange
#> 2 generic_exchange exchange
#> 3 generic_exchange exchange
# In other cases, names can be specified explicitly:
format_generic(
data_generic2,
date = "Date.Transaction",
currency = "Coin",
quantity = "Amount",
total.price = "Price",
transaction = "Type",
fees = "Fee",
exchange = "Platform"
)
#> date currency quantity total.price spot.rate transaction fees
#> 1 2021-03-02 10:36:06 BTC 0.001240 50.99 41120.9677 buy 0.72
#> 2 2021-03-10 12:49:04 ETH 0.063067 50.99 808.5052 buy 0.72
#> 3 2021-03-15 14:12:08 ETH 0.065048 150.99 2321.2090 sell 1.75
#> exchange rate.source
#> 1 generic_exchange exchange
#> 2 generic_exchange exchange
#> 3 generic_exchange exchange
# If total.price is missing, it will calculate it based
# on the spot.rate, if available
format_generic(data_generic3)
#> date currency quantity total.price spot.rate transaction fees
#> 1 2021-03-02 10:36:06 BTC 0.001240 50.99 41120.9677 buy 0.72
#> 2 2021-03-10 12:49:04 ETH 0.063067 50.99 808.5052 buy 0.72
#> 3 2021-03-15 14:12:08 ETH 0.065048 150.99 2321.2090 sell 1.75
#> exchange
#> 1 generic_exchange
#> 2 generic_exchange
#> 3 generic_exchange
# If both total.price and spot.rate are missing, it will
# scrap the spot.rate from coinmarketcap based on the coin:
format_generic(data_generic4)
#> Object 'list.prices' already exists. Reusing 'list.prices'. To force a fresh download, use argument 'force = TRUE'.
#> date currency quantity total.price spot.rate transaction fees
#> 1 2021-03-02 10:36:06 BTC 0.001240 76.70861 61861.778 buy 0.72
#> 2 2021-03-10 12:49:04 ETH 0.063067 146.15197 2317.408 buy 0.72
#> 3 2021-03-15 14:12:08 ETH 0.065048 147.98240 2274.972 sell 1.75
#> exchange rate.source
#> 1 generic_exchange coinmarketcap
#> 2 generic_exchange coinmarketcap
#> 3 generic_exchange coinmarketcap