EquatePlus-transfer

Transfer or sell all ESPP shares from EquatePlus to another brokerage or account.

---

Dependencies:

• selenium
• webdriver-manager
• Chrome for the webdriver
• python-dotenv

---

Installation/Setup:

• Optional: uv venv && source .venv/bin/activate
• Install dependencies using pip install -r requirements.txt (or uv pip sync requirements.txt)
• Install Chrome

Variables:

These are environment variables for a transfer:

• USERNAME : EquatePlus username
• PASSWORD : EquatePlus password

You can define using whatever method works best for you (export in .bash_profile, define in Python console, or just define in the script), or you can create a .env file in the following format:

# .env file
USERNAME=username1
PASSWORD=password

---

Usage

Check for new shares

You can check your shares by running python get_shares.py. If you want to run it periodically and send you a Telegram message, you can configure crontab:

1. Open the terminal and edit the crontab:

crontab -e

2. Add the cron job to run the script from the folder where your .env file is located. For example, if your script is in /path/to/folder, you can add:

   0 8 * * * cd /path/to/folder && /usr/bin/python3 notify_new_shares.py >> logfile.log 2>&1

3. This would run the script every day at 8AM.

Transfer

In a terminal, run python transfer.py. Selenium will open a headless Chrome window (aka you won't see anything) and automate the transfer of all whole shares to your chosen brokerage.

You must first configure a brokerage account with DTC and ACCOUNT_NUMBER in the UI.

Sell

An electronic payment needs to be setup for a sale to avoid fees and charges.

In a terminal, run python sell.py. Selenium will open a headless Chrome window (aka you won't see anything) and automate the sale of all shares to the first electronic payment option.

Multiple electronic payment options have not been tested.

Warning

This will transfer all whole shares to your chosen brokerage or sell all shares to the first electronic payment option.

Use at your own risk.