TX Reddit Mentions | ChartExchange

This bookmarklet pretty much works:
javascript:(async()=>{try{ const S=m=>new Promise(r=>setTimeout(r,m)); const TX=e=>(e?.innerText||e?.textContent||'').replace(/\\s+/g,' ').trim(); const V=e=>{if(!e||!e.isConnected)return false;const r=e.getBoundingClientRect(),s=getComputedStyle(e);return r.width>0&&r.height>0&&s.display!=='none'&&s.visibility!=='hidden'}; const DATE=/\^\\d{1,2}\\/\\d{1,2}\\/\\d{4}$/; const W=async(fn,ms=2000)=>{const end=performance.now()+ms;while(performance.now()<end){const x=fn();if(x)return x;await S(40)}return null}; function N(v){ let s=String(v??'').trim(); if(!s||s==='--'||s==='N/A')return null; const neg=/\^\$.\*\$$/.test(s); s=s.replace(/\[,$%()\]/g,'').replace(/\^\\+/,''); const n=Number(s); return Number.isNaN(n)?v:(neg?-n:n); } function PC(el){ const r=el.getBoundingClientRect(),x=r.left+r.width/2,y=r.top+r.height/2; let t=document.elementFromPoint(x,y)||el; t=t.closest?.('button,a,\[role="menuitem"\],.sdps-menu\_\_item')||t; for(const type of \['pointerdown','mousedown','pointerup','mouseup','click'\]){ const C=type.startsWith('pointer')&&window.PointerEvent?PointerEvent:MouseEvent; t.dispatchEvent(new C(type,{bubbles:true,cancelable:true,view:window,clientX:x,clientY:y,button:0,buttons:type.includes('down')?1:0,pointerId:1,pointerType:'mouse',isPrimary:true})); } } function ESC(){ const e=document.activeElement||document; for(const type of \['keydown','keyup'\])e.dispatchEvent(new KeyboardEvent(type,{key:'Escape',code:'Escape',keyCode:27,which:27,bubbles:true,cancelable:true})); } function positionRows(){ return \[...document.querySelectorAll('tbody\[id\^="holdingsAccount\_"\] tr\[data-symbol\]')\].filter(r=>r.querySelector('button\[id\^="menu-trigger-next-steps-"\]\[aria-label="Open Menu"\]')); } function scrollParent(el){ let p=el?.parentElement; while(p&&p!==document.body){ const s=getComputedStyle(p); if(/auto|scroll/.test(s.overflowY)&&p.scrollHeight>p.clientHeight+50)return p; p=p.parentElement; } return document.scrollingElement||document.documentElement; } const docScroller=s=>s===document.scrollingElement||s===document.documentElement||s===document.body; const getTop=s=>docScroller(s)?window.scrollY:s.scrollTop; const setTop=(s,v)=>{v=Math.max(0,v);docScroller(s)?window.scrollTo(0,v):s.scrollTop=v}; const viewH=s=>docScroller(s)?window.innerHeight:s.clientHeight; const maxTop=s=>Math.max(0,s.scrollHeight-viewH(s)); const absY=(row,s)=>{const rr=row.getBoundingClientRect();if(docScroller(s))return window.scrollY+rr.top;const sr=s.getBoundingClientRect();return s.scrollTop+rr.top-sr.top}; function lotTable(){ return \[...document.querySelectorAll('table')\].filter(V).find(t=>{ const h=\[...t.querySelectorAll('th')\].map(TX); return h.includes('Open Date')&&h.includes('Quantity')&&h.some(x=>/Cost\\/?Share/i.test(x))&&h.some(x=>/Holding Period/i.test(x)); }); } function lotRows(){ const t=lotTable(); if(!t)return \[\]; return \[...t.querySelectorAll('tr')\].map(r=>\[...r.querySelectorAll('th,td')\].map(TX)).filter(c=>c.length>=9&&DATE.test(c\[0\])); } function lotTableText(){ const t=lotTable(); return t?TX(t):''; } async function closeLots(){ const t=lotTable(); if(!t)return true; let root=t.closest('\[role="dialog"\],sdps-modal,.sdps-modal,#open-lot-overlay')||t.parentElement; let b=null; if(root){ b=\[...root.querySelectorAll('button')\].filter(V).find(x=>/\\bclose\\b/i.test(\[TX(x),x.getAttribute('aria-label')||'',x.title||''\].join(' '))); } if(b)PC(b);else ESC(); let closed=await W(()=>!lotTable(),1000); if(!closed){ESC();closed=await W(()=>!lotTable(),700)} return !!closed; } async function extractFromRow(row){ const menu=row.querySelector('button\[id\^="menu-trigger-next-steps-"\]\[aria-label="Open Menu"\]'); if(!menu)return {status:'no\_menu'}; row.scrollIntoView({block:'center',inline:'nearest'}); await S(40); menu.click(); const item=await W(()=>\[...document.querySelectorAll('\[role="menuitem"\],.sdps-menu\_\_item')\].filter(V).find(e=>TX(e)==='Lot Details'),1000); if(!item){ESC();return {status:'no\_lot\_details'}}; const start=performance.now(); PC(item); const table=await W(()=>lotTable(),2000); if(!table){ESC();return {status:'table\_not\_open'}}; const rows=await W(()=>{const x=lotRows();return x.length?x:null},2000); if(!rows){ const tt=lotTableText(); return {status:/incomplete/i.test(tt)?'incomplete\_cost\_basis':'no\_dated\_rows',loadMs:Math.round(performance.now()-start)}; } await S(80); const finalRows=lotRows(); return {status:'ok',rows:finalRows.length?finalRows:rows,loadMs:Math.round(performance.now()-start)}; } const box=document.createElement('div'); box.style='position:fixed;right:16px;bottom:16px;z-index:2147483647;background:#fff;border:1px solid #777;padding:10px 14px;font:14px Arial;color:#111;box-shadow:0 2px 8px #777;max-width:390px'; box.textContent='Schwab tax lots: discovering positions...'; document.body.appendChild(box); const first=positionRows()\[0\]; if(!first){box.remove();alert('No Schwab position rows found.');return} const sc=scrollParent(first),originalTop=getTop(sc); const seen=new Map(),accountLabels=new Map(); let nextAccount=1; function collect(){ for(const row of positionRows()){ const sym=row.getAttribute('data-symbol'); const body=row.closest('tbody\[id\^="holdingsAccount\_"\]'); if(!sym||!body)continue; if(!accountLabels.has(body.id))accountLabels.set(body.id,'Account '+nextAccount++); const key=body.id+'|'+sym; if(!seen.has(key))seen.set(key,{key,symbol:sym,bodyId:body.id,account:accountLabels.get(body.id),pos:absY(row,sc)}); else seen.get(key).pos=absY(row,sc); } box.textContent='Schwab tax lots: discovering positions... '+seen.size; } setTop(sc,0);await S(250); let unchanged=0,last=-1; for(let i=0;i<900;i++){ collect(); if(seen.size===last)unchanged++;else unchanged=0; last=seen.size; const cur=getTop(sc),max=maxTop(sc); if(cur>=max-2&&unchanged>=3)break; setTop(sc,Math.min(max,cur+Math.max(300,viewH(sc)\*0.75))); await S(90); } collect(); const items=\[...seen.values()\].sort((a,b)=>a.pos-b.pos); console.log('\[Tax Lots\] discovered',items.length,items.map(x=>({account:x.account,symbol:x.symbol}))); async function locate(info){ const target=Math.max(0,info.pos-viewH(sc)\*0.35); setTop(sc,target);await S(80); let r=positionRows().find(x=>x.getAttribute('data-symbol')===info.symbol&&x.closest('tbody\[id\^="holdingsAccount\_"\]')?.id===info.bodyId); if(r)return r; const step=Math.max(300,viewH(sc)\*0.65); for(const d of \[step,-step,2\*step,-2\*step\]){ setTop(sc,target+d);await S(90); r=positionRows().find(x=>x.getAttribute('data-symbol')===info.symbol&&x.closest('tbody\[id\^="holdingsAccount\_"\]')?.id===info.bodyId); if(r){info.pos=absY(r,sc);return r} } return null; } const go=confirm('Discovered '+items.length+' positions.\\n\\nRun the full tax-lot extraction now?'); if(!go){setTop(sc,originalTop);box.remove();return} const out=\[\],errors=\[\]; let totalLots=0; for(let i=0;i<items.length;i++){ const info=items\[i\]; box.textContent='Schwab tax lots: '+(i+1)+'/'+items.length+' - '+info.symbol+' | lots: '+totalLots; try{ if(lotTable()){ const ok=await closeLots(); if(!ok){errors.push({account:info.account,symbol:info.symbol,reason:'previous\_overlay\_would\_not\_close'});break} } const row=await locate(info); if(!row){errors.push({account:info.account,symbol:info.symbol,reason:'row\_not\_found'});continue} const res=await extractFromRow(row); if(res.status==='ok'){ const lots=res.rows.map(c=>({openDate:c\[0\],quantity:N(c\[1\]),price:N(c\[2\]),costPerShare:N(c\[3\]),marketValue:N(c\[4\]),costBasis:N(c\[5\]),gainLoss:N(c\[6\]),gainLossPercent:N(c\[7\]),holdingPeriod:c\[8\]})); out.push({account:info.account,symbol:info.symbol,loadMs:res.loadMs,lotCount:lots.length,lots}); totalLots+=lots.length; console.log('\[Tax Lots\] SUCCESS',info.account,info.symbol,lots.length,'lots',res.loadMs+'ms'); }else{ errors.push({account:info.account,symbol:info.symbol,reason:res.status,loadMs:res.loadMs??null}); console.warn('\[Tax Lots\] SKIP',info.account,info.symbol,res.status); } if(lotTable()){ const ok=await closeLots(); if(!ok){errors.push({account:info.account,symbol:info.symbol,reason:'overlay\_would\_not\_close'});break} } await S(40); if(i===2&&out.length===0){alert('STOPPED EARLY. The first 3 positions produced zero successful lot extractions.');break} }catch(e){ console.error('\[Tax Lots\]',info.symbol,e); errors.push({account:info.account,symbol:info.symbol,reason:String(e?.message||e)}); await closeLots(); } } setTop(sc,originalTop); const data={generatedAt:new Date().toISOString(),positionsDiscovered:items.length,positionsWithLots:out.length,totalLots,positionsSkippedOrErrored:errors.length,positions:out,errors}; console.log('\[Tax Lots\] COMPLETE',data); const blob=new Blob(\[JSON.stringify(data,null,2)\],{type:'application/json'}),url=URL.createObjectURL(blob),a=document.createElement('a'); a.href=url;a.download='schwab-tax-lots.json';document.body.appendChild(a);a.click();a.remove();setTimeout(()=>URL.revokeObjectURL(url),1000); box.textContent='Schwab tax lots: complete'; alert('Finished.\\n\\nPositions discovered: '+items.length+'\\nPositions with lots: '+out.length+'\\nIndividual tax lots: '+totalLots+'\\nSkipped/errors: '+errors.length+'\\n\\nDownloaded schwab-tax-lots.json'); setTimeout(()=>box.remove(),4000); }catch(e){console.error('\[Tax Lots\] FATAL',e);alert('ERROR: '+String(e?.message||e))}})();

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