Finalizing of 0.2.0 changes

README.md

@@ -8,6 +8,13 @@ Parse Kalshi transaction CSV files and generate IRS Form 8949 tax summaries for
 pip install kalshi-csv
 ```
 
+## What's New in 0.2.0
+
+- **Summary Cards**: View key metrics at a glance - Net Realized P&L, Win/Loss Record, Total Volume, and Best/Worst Single Trade
+- **Market Breakdown**: See performance by market category with trade counts, win rates, and net P&L
+- **Legacy Web Mode**: Browse your portfolio in a retro HTML 4.01 web interface compatible with older browsers (Netscape Navigator, IE 4+)
+- **Market Categorization**: Automatic categorization of tickers into 7 market types (Global Soccer, MLB, NPB, NBA Summer League, WNBA, S&P 500, Multivariate Events, Other Markets)
+
 ## Getting Your Transactions CSV
 
 Download your transaction history from Kalshi:
@@ -32,7 +39,7 @@ Rows without `realized_pnl_without_fees_dollars` are automatically skipped.
 
 ## CLI Usage
 
-Parse a Kalshi transactions CSV and display the trade matrix with IRS summary:
+Parse a Kalshi transactions CSV and display the trade matrix with summary cards, market breakdown, and IRS summary:
 
 ```bash
 kalshi-csv Kalshi-Transactions-2026.csv
@@ -56,6 +63,18 @@ Use ASCII characters instead of Unicode box-drawing (for terminals without UTF-8
 kalshi-csv Kalshi-Transactions-2026.csv --ascii
 ```
 
+Start a legacy web server to view your portfolio in a browser (HTML 4.01 compatible with older browsers):
+
+```bash
+kalshi-csv Kalshi-Transactions-2026.csv --legacy-web
+```
+
+Specify a custom port for the legacy web server:
+
+```bash
+kalshi-csv Kalshi-Transactions-2026.csv --legacy-web --legacy-web-port 3000
+```
+
 ### Sample Output
 
 Default mode (Unicode box-drawing):
@@ -72,6 +91,27 @@ Total Transactions Parsed: 3
 Total Exchange Fees Paid:  $0.02
 Internal Tracked Net P&L:  $+0.26
 -----------------------------------------------------------------------------------
+
+┌────────────────────────────┬────────────────────────────┬────────────────────────────┬────────────────────────────┐
+│ NET REALIZED P&L           │ WIN / LOSS RECORD          │ TOTAL VOLUME               │ BEST/WORST SINGLE          │
+├────────────────────────────┼────────────────────────────┼────────────────────────────┼────────────────────────────┤
+│ $+0.26                     │ 2 - 1                      │ 3                          │ $+0.39 / $-0.10            │
+│ Includes $0.02 fees        │ 0 Pushes (66.7% Win)       │ Executed Contracts         │ MLB Baseball / S&P 500     │
+└────────────────────────────┴────────────────────────────┴────────────────────────────┴────────────────────────────┘
+
+┌─────────────────────────────────────┬────────────┬──────────────┬──────────────────┐
+│ ASSET CLASS / MARKET                │ TRADES     │ WIN RATE     │ NET P&L          │
+├─────────────────────────────────────┼────────────┼──────────────┼──────────────────┤
+│ Global Soccer / Football            │ 168        │ 54.8%        │ $+15.15          │
+│ S&P 500 (INXU Intraday)             │ 110        │ 50.9%        │ $-32.21          │
+│ Other Markets                       │ 87         │ 35.6%        │ $-28.63          │
+│ MLB Baseball                        │ 44         │ 40.9%        │ $-13.06          │
+│ NBA Summer League                   │ 43         │ 46.5%        │ $-7.09           │
+│ NPB Baseball (Japan)                │ 40         │ 47.5%        │ $-10.68          │
+│ Multivariate Events             │ 23         │ 8.7%         │ $-13.48          │
+│ WNBA Basketball                     │ 6          │ 0.0%         │ $-5.87           │
+└─────────────────────────────────────┴────────────┴──────────────┴──────────────────┘
+
 === IRS FORM 8949 / SCHEDULE D AGGREGATE SUMMARY ===
 Use these exact aggregates for a single-line summary entry:
   * Box to Check:            Box C (Short-term, not reported on Form 1099-B)
@@ -98,6 +138,27 @@ Total Transactions Parsed: 3
 Total Exchange Fees Paid:  $0.02
 Internal Tracked Net P&L:  $+0.26
 -----------------------------------------------------------------------------------
+
++----------------------------+----------------------------+----------------------------+----------------------------+
+| NET REALIZED P&L           | WIN / LOSS RECORD          | TOTAL VOLUME               | BEST/WORST SINGLE          |
++----------------------------+----------------------------+----------------------------+----------------------------+
+| $+0.26                     | 2 - 1                      | 3                          | $+0.39 / $-0.10            |
+| Includes $0.02 fees        | 0 Pushes (66.7% Win)       | Executed Contracts         | MLB Baseball / S&P 500     |
++----------------------------+----------------------------+----------------------------+----------------------------+
+
++-------------------------------------+------------+--------------+------------------+
+| ASSET CLASS / MARKET                | TRADES     | WIN RATE     | NET P&L          |
++-------------------------------------+------------+--------------+------------------+
+| Global Soccer / Football            | 168        | 54.8%        | $+15.15          |
+| S&P 500 (INXU Intraday)             | 110        | 50.9%        | $-32.21          |
+| Other Markets                       | 87         | 35.6%        | $-28.63          |
+| MLB Baseball                        | 44         | 40.9%        | $-13.06          |
+| NBA Summer League                   | 43         | 46.5%        | $-7.09           |
+| NPB Baseball (Japan)                | 40         | 47.5%        | $-10.68          |
+| Multivariate Events             | 23         | 8.7%         | $-13.48          |
+| WNBA Basketball                     | 6          | 0.0%         | $-5.87           |
++-------------------------------------+------------+--------------+------------------+
+
 === IRS FORM 8949 / SCHEDULE D AGGREGATE SUMMARY ===
 Use these exact aggregates for a single-line summary entry:
   * Box to Check:            Box C (Short-term, not reported on Form 1099-B)
@@ -110,6 +171,48 @@ Use these exact aggregates for a single-line summary entry:
 ====================================================
 ```
 
+## Legacy Web Mode
+
+View your portfolio in a web browser with a retro HTML 4.01 interface compatible with older browsers (Netscape Navigator, IE 4+):
+
+```bash
+kalshi-csv Kalshi-Transactions-2026.csv --legacy-web
+```
+
+This starts an HTTP server on `0.0.0.0:8080` by default. Access it from any machine on your network by navigating to `http://<your-ip>:8080`.
+
+To use a different port:
+
+```bash
+kalshi-csv Kalshi-Transactions-2026.csv --legacy-web --legacy-web-port 3000
+```
+
+### What's Displayed
+
+The web interface shows:
+
+- **Summary Cards**: Net Realized P&L, Win/Loss Record, Total Volume, Best/Worst Single Trade
+- **Market Breakdown**: Performance by category with trade counts, win rates, and net P&L
+- **Recent Closed Positions**: Last 20 trades with timestamps, tickers, sides, quantities, entry/exit prices, and P&L
+- **IRS Form 8949 Summary**: Tax reporting data including gross proceeds, cost basis, and gain/loss
+
+The interface uses pure HTML 4.01 table layout with no CSS or JavaScript, ensuring compatibility with legacy browsers.
+
+## Market Categorization
+
+The tool automatically categorizes market tickers into the following categories:
+
+- **Global Soccer / Football**: World Cup, Champions League, Europa League, Brasileirão, Argentino, Liga MX, and other soccer leagues
+- **MLB Baseball**: Major League Baseball games and derivatives
+- **NPB Baseball (Japan)**: Nippon Professional Baseball
+- **NBA Summer League**: NBA Summer League games
+- **WNBA Basketball**: Women's National Basketball Association
+- **S&P 500 (INXU Intraday)**: S&P 500 index intraday contracts
+- **Multivariate Events**: Multivariate Event (MVE) markets - parlay-style markets linking multiple individual event outcomes together
+- **Other Markets**: Weather, politics, crypto, and all other markets
+
+Categories are determined by analyzing ticker prefixes (e.g., `KXMLBGAME` → MLB Baseball, `KXINXU` → S&P 500).
+
 ## Library API
 
 Use `kalshi-csv` as a Python library in your own scripts:
@@ -135,6 +238,16 @@ irs = kalshi.irs_summary()
 print(f"Gross Proceeds: ${irs['gross_proceeds']:.2f}")
 print(f"Cost Basis: ${irs['cost_basis']:.2f}")
 print(f"Gain/Loss: ${irs['gain_or_loss']:.2f}")
+
+# Get market breakdown by category
+breakdown = kalshi.market_breakdown()
+for item in breakdown:
+    print(f"{item['category']}: {item['trades']} trades, {item['win_rate']:.1f}% win, ${item['net_pnl']:+.2f}")
+
+# Get recent closed positions
+recent = kalshi.recent_closed_positions(10)
+for trade in recent:
+    print(f"{trade['close_timestamp']}: {trade['ticker']} ${trade['pnl_with_fees']:+.2f}")
 ```
 
 ### Data Structures
@@ -149,6 +262,9 @@ print(f"Gain/Loss: ${irs['gain_or_loss']:.2f}")
 - `pnl_with_fees`: P&L including fees
 - `open_fees`: Opening fees
 - `close_fees`: Closing fees
+- `open_timestamp`: When the position was opened (datetime object or None)
+- `close_timestamp`: When the position was closed (datetime object or None)
+- `market_category`: Categorized market type (e.g., "MLB Baseball", "Global Soccer / Football")
 
 **Summary dict** (`kalshi.summary`):
 - `trade_count`: Number of trades parsed
@@ -157,6 +273,11 @@ print(f"Gain/Loss: ${irs['gain_or_loss']:.2f}")
 - `total_pnl_with_fees`: Total P&L including fees
 - `total_tax_basis`: Total cost basis for IRS reporting
 - `total_tax_proceeds`: Total proceeds for IRS reporting
+- `wins`: Number of winning trades (pnl_with_fees > 0)
+- `losses`: Number of losing trades (pnl_with_fees < 0)
+- `pushes`: Number of break-even trades (pnl_with_fees == 0)
+- `best_trade`: Trade dict with highest pnl_with_fees (or None)
+- `worst_trade`: Trade dict with lowest pnl_with_fees (or None)
 
 **IRS summary dict** (`kalshi.irs_summary()`):
 - `box`: "C" (for Form 8949 Box C)

src/kalshi_csv/categories.py

@@ -8,7 +8,7 @@ TICKER_CATEGORY_MAP = {
     "KXWNBA": "WNBA Basketball",
     "KXINXU": "S&P 500 (INXU Intraday)",
     "KXINX": "S&P 500 (INXU Intraday)",
-    "KXMVESPORTS": "Esports & Gaming",
+    "KXMVE": "Multivariate Events",
 }
 
 SOCCER_PREFIXES = [

src/kalshi_csv/cli.py

@@ -14,9 +14,17 @@ from .formatter import (
     format_table_separator,
     format_table_row,
     get_box_chars,
+    pad_colored_text,
 )
 
 
+def truncate_text(text, max_len):
+    """Truncates text to max_len, using ellipsis if longer than max_len-3 chars."""
+    if len(text) > max_len:
+        return text[:max_len-3] + "..."
+    return text
+
+
 def main():
     parser = argparse.ArgumentParser(
         description="Parse Kalshi transaction CSV and generate IRS tax summary."
@@ -96,6 +104,72 @@ def main():
     )
     print("-" * 83)
 
+    # Summary cards section
+    print()
+    card_widths = [25, 25, 25, 25]
+    
+    best_pnl = kalshi.summary["best_trade"]["pnl_with_fees"] if kalshi.summary["best_trade"] else 0
+    worst_pnl = kalshi.summary["worst_trade"]["pnl_with_fees"] if kalshi.summary["worst_trade"] else 0
+    best_cat = kalshi.summary["best_trade"]["market_category"] if kalshi.summary["best_trade"] else "N/A"
+    worst_cat = kalshi.summary["worst_trade"]["market_category"] if kalshi.summary["worst_trade"] else "N/A"
+    
+    card_labels = ["NET REALIZED P&L", "WIN / LOSS RECORD", "TOTAL VOLUME", "BEST/WORST SINGLE"]
+    
+    best_worst_combined = format_currency_color(best_pnl, no_color) + " / " + format_currency_color(worst_pnl, no_color)
+    
+    card_values = [
+        format_currency_color_padded(kalshi.summary["total_pnl_with_fees"], 25, no_color),
+        truncate_text(f"{kalshi.summary['wins']} - {kalshi.summary['losses']}", 25),
+        truncate_text(str(kalshi.summary['trade_count']), 25),
+        pad_colored_text(best_worst_combined, 25, no_color),
+    ]
+    card_subtext = [
+        truncate_text(f"Includes ${kalshi.summary['total_fees']:.2f} fees", 25),
+        truncate_text(f"{kalshi.summary['pushes']} Push{'s' if kalshi.summary['pushes'] != 1 else ''} ({kalshi.summary['wins'] / kalshi.summary['trade_count'] * 100 if kalshi.summary['trade_count'] > 0 else 0:.1f}% Win)", 25),
+        truncate_text("Executed Contracts", 25),
+        truncate_text(f"{best_cat} / {worst_cat}", 25),
+    ]
+    
+    print(format_table_separator(card_widths, ascii_mode, "top"))
+    print(format_table_row(card_labels, card_widths, ascii_mode))
+    print(format_table_separator(card_widths, ascii_mode, "middle"))
+    
+    box = get_box_chars(ascii_mode)
+    value_row = (
+        f" {card_values[0]} "
+        f"{box['vertical']} {card_values[1]:<25} "
+        f"{box['vertical']} {card_values[2]:<25} "
+        f"{box['vertical']} {card_values[3]} "
+    )
+    print(box["vertical"] + value_row + box["vertical"])
+    
+    print(format_table_row(card_subtext, card_widths, ascii_mode))
+    print(format_table_separator(card_widths, ascii_mode, "bottom"))
+    print()
+    
+    # Market breakdown section
+    market_headers = ["ASSET CLASS / MARKET", "TRADES", "WIN RATE", "NET P&L"]
+    market_widths = [35, 10, 12, 16]
+    print(format_table_separator(market_widths, ascii_mode, "top"))
+    print(format_table_header(market_headers, market_widths, ascii_mode))
+    print(format_table_separator(market_widths, ascii_mode, "middle"))
+    
+    for item in kalshi.market_breakdown():
+        category = item["category"][:33] + ".." if len(item["category"]) > 35 else item["category"]
+        trades = str(item["trades"])
+        win_rate = f"{item['win_rate']:.1f}%"
+        net_pnl = format_currency_color_padded(item["net_pnl"], 16, no_color)
+        row = (
+            f" {category:<35} "
+            f"{get_box_chars(ascii_mode)['vertical']} {trades:<10} "
+            f"{get_box_chars(ascii_mode)['vertical']} {win_rate:<12} "
+            f"{get_box_chars(ascii_mode)['vertical']} {net_pnl} "
+        )
+        print(get_box_chars(ascii_mode)['vertical'] + row + get_box_chars(ascii_mode)['vertical'])
+    
+    print(format_table_separator(market_widths, ascii_mode, "bottom"))
+    print()
+
     irs = kalshi.irs_summary()
     print(color_yellow("=== IRS FORM 8949 / SCHEDULE D AGGREGATE SUMMARY ===", no_color))
     print("Use these exact aggregates for a single-line summary entry:")

src/kalshi_csv/formatter.py

@@ -46,6 +46,28 @@ def format_currency_color_padded(value, width, no_color=False):
     return color_green(padded_str, no_color) if value >= 0 else color_red(padded_str, no_color)
 
 
+def pad_colored_text(text, width, no_color=False):
+    """Pads a colored string to a specific visible width, accounting for ANSI codes."""
+    if no_color:
+        return f"{text:<{width}}"
+    
+    # Strip ANSI codes to get visible length
+    import re
+    ansi_escape = re.compile(r'\x1B(?:[@-Z\\-_]|\[[0-?]*[ -/]*[@-~])')
+    visible_text = ansi_escape.sub('', text)
+    visible_len = len(visible_text)
+    
+    if visible_len >= width:
+        return text
+    
+    # Add padding to the end (before the final reset code if present)
+    padding = ' ' * (width - visible_len)
+    if text.endswith('\x1B[0m'):
+        return text[:-4] + padding + '\x1B[0m'
+    else:
+        return text + padding
+
+
 def truncate_ticker(ticker, max_len=32):
     """Truncates ticker to max_len, using ellipsis if longer than 29 chars."""
     if len(ticker) > 29:

src/kalshi_csv/web.py

@@ -87,6 +87,59 @@ def render_portfolio_html(kalshi, csv_filename):
                     <td align="right"><font face="Courier New, Courier, monospace" size="1" color="{pnl_color}"><b>{pnl_str}</b></font></td>
                 </tr>"""
 
+    # IRS summary section
+    irs = kalshi.irs_summary()
+    gross_proceeds_color = "#006600" if irs["gross_proceeds"] >= 0 else "#990000"
+    cost_basis_color = "#006600" if irs["cost_basis"] >= 0 else "#990000"
+    gain_loss_color = "#006600" if irs["gain_or_loss"] >= 0 else "#990000"
+    irs_html = f"""
+    <tr><td><br><hr size="1" color="#CCCCCC" noshade><br></td></tr>
+
+    <tr>
+        <td>
+            <font face="Georgia, Times New Roman, serif" size="3"><b>IRS Form 8949 / Schedule D Summary</b></font>
+            <br><br>
+
+            <table width="100%" border="0" cellspacing="0" cellpadding="4">
+                <tr>
+                    <td width="40%" align="left"><font face="Geneva, Verdana, sans-serif" size="1" color="#666666">Box to Check:</font></td>
+                    <td width="60%" align="left"><font face="Courier New, Courier, monospace" size="2"><b>{html.escape(irs['box'])}</b></font></td>
+                </tr>
+                <tr><td colspan="2"><hr size="1" color="#E0E0E0" noshade></td></tr>
+                <tr>
+                    <td align="left"><font face="Geneva, Verdana, sans-serif" size="1" color="#666666">Description:</font></td>
+                    <td align="left"><font face="Courier New, Courier, monospace" size="2">{html.escape(irs['description'])}</font></td>
+                </tr>
+                <tr><td colspan="2"><hr size="1" color="#E0E0E0" noshade></td></tr>
+                <tr>
+                    <td align="left"><font face="Geneva, Verdana, sans-serif" size="1" color="#666666">Date Acquired:</font></td>
+                    <td align="left"><font face="Courier New, Courier, monospace" size="2">{html.escape(irs['date_acquired'])}</font></td>
+                </tr>
+                <tr><td colspan="2"><hr size="1" color="#E0E0E0" noshade></td></tr>
+                <tr>
+                    <td align="left"><font face="Geneva, Verdana, sans-serif" size="1" color="#666666">Date Sold:</font></td>
+                    <td align="left"><font face="Courier New, Courier, monospace" size="2">{html.escape(irs['date_sold'])}</font></td>
+                </tr>
+                <tr><td colspan="2"><hr size="1" color="#E0E0E0" noshade></td></tr>
+                <tr>
+                    <td align="left"><font face="Geneva, Verdana, sans-serif" size="1" color="#666666">Gross Proceeds:</font></td>
+                    <td align="left"><font face="Courier New, Courier, monospace" size="2" color="{gross_proceeds_color}"><b>${irs['gross_proceeds']:.2f}</b></font></td>
+                </tr>
+                <tr><td colspan="2"><hr size="1" color="#E0E0E0" noshade></td></tr>
+                <tr>
+                    <td align="left"><font face="Geneva, Verdana, sans-serif" size="1" color="#666666">Cost or Other Basis:</font></td>
+                    <td align="left"><font face="Courier New, Courier, monospace" size="2" color="{cost_basis_color}"><b>${irs['cost_basis']:.2f}</b></font></td>
+                </tr>
+                <tr><td colspan="2"><hr size="1" color="#E0E0E0" noshade></td></tr>
+                <tr>
+                    <td align="left"><font face="Geneva, Verdana, sans-serif" size="1" color="#666666">Gain or (Loss):</font></td>
+                    <td align="left"><font face="Courier New, Courier, monospace" size="2" color="{gain_loss_color}"><b>${irs['gain_or_loss']:+.2f}</b></font></td>
+                </tr>
+            </table>
+        </td>
+    </tr>
+"""
+
     page = f"""<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
 <html>
 <head>
@@ -182,6 +235,8 @@ def render_portfolio_html(kalshi, csv_filename):
         </td>
     </tr>
 
+    {irs_html}
+
     <tr><td><br><hr size="2" color="#111111" noshade></td></tr>
     <tr>
         <td align="center">

tests/test_categories.py

@@ -23,8 +23,9 @@ def test_sp500_categorization():
     assert categorize_ticker("KXINX-26JUL08H1400-T7479.9999") == "S&P 500 (INXU Intraday)"
 
 
-def test_esports_categorization():
+def test_multivariate_events_categorization():
-    assert categorize_ticker("KXMVESPORTSMULTIGAMEEXTENDED-S2026769CE3FA3F9-6D4DB2E2128") == "Esports & Gaming"
+    assert categorize_ticker("KXMVESPORTSMULTIGAMEEXTENDED-S2026769CE3FA3F9-6D4DB2E2128") == "Multivariate Events"
+    assert categorize_ticker("KXMVECROSSCATEGORY-S2026AC77F3A8C7A-6D4DB2E2128") == "Multivariate Events"
 
 
 def test_soccer_categorization():

tests/test_cli.py

@@ -124,3 +124,73 @@ def test_cli_legacy_web_port_default_in_help():
     )
     assert result.returncode == 0
     assert "8080" in result.stdout
+
+
+def test_cli_summary_cards_output(sample_csv):
+    result = subprocess.run(
+        [sys.executable, "-m", "kalshi_csv.cli", sample_csv, "--no-color"],
+        capture_output=True,
+        text=True,
+    )
+    assert result.returncode == 0
+    assert "NET REALIZED P&L" in result.stdout
+    assert "WIN / LOSS RECORD" in result.stdout
+    assert "TOTAL VOLUME" in result.stdout
+    assert "BEST/WORST SINGLE" in result.stdout
+
+
+def test_cli_market_breakdown_output(sample_csv):
+    result = subprocess.run(
+        [sys.executable, "-m", "kalshi_csv.cli", sample_csv, "--no-color"],
+        capture_output=True,
+        text=True,
+    )
+    assert result.returncode == 0
+    assert "ASSET CLASS / MARKET" in result.stdout
+    assert "TRADES" in result.stdout
+    assert "WIN RATE" in result.stdout
+    assert "NET P&L" in result.stdout
+    assert "Other Markets" in result.stdout
+
+
+def test_cli_summary_cards_box_drawing(sample_csv):
+    result = subprocess.run(
+        [sys.executable, "-m", "kalshi_csv.cli", sample_csv, "--no-color"],
+        capture_output=True,
+        text=True,
+    )
+    assert result.returncode == 0
+    assert "┌" in result.stdout
+    assert "└" in result.stdout
+    assert "┬" in result.stdout
+    assert "┴" in result.stdout
+
+
+def test_cli_summary_cards_before_irs(sample_csv):
+    result = subprocess.run(
+        [sys.executable, "-m", "kalshi_csv.cli", sample_csv, "--no-color"],
+        capture_output=True,
+        text=True,
+    )
+    assert result.returncode == 0
+    output = result.stdout
+    summary_pos = output.find("NET REALIZED P&L")
+    irs_pos = output.find("IRS FORM 8949")
+    assert summary_pos > 0
+    assert irs_pos > 0
+    assert summary_pos < irs_pos
+
+
+def test_cli_market_breakdown_before_irs(sample_csv):
+    result = subprocess.run(
+        [sys.executable, "-m", "kalshi_csv.cli", sample_csv, "--no-color"],
+        capture_output=True,
+        text=True,
+    )
+    assert result.returncode == 0
+    output = result.stdout
+    market_pos = output.find("ASSET CLASS / MARKET")
+    irs_pos = output.find("IRS FORM 8949")
+    assert market_pos > 0
+    assert irs_pos > 0
+    assert market_pos < irs_pos

tests/test_web.py

@@ -94,3 +94,37 @@ def test_render_html_escapes_html_in_tickers(sample_csv):
     html_content = render_portfolio_html(kalshi, "test.csv")
     assert "<script>alert('xss')</script>" not in html_content
     assert "&lt;script&gt;" in html_content
+
+
+def test_render_html_contains_irs_section(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert "IRS Form 8949 / Schedule D Summary" in html_content
+    assert "Box to Check:" in html_content
+    assert "Description:" in html_content
+    assert "Date Acquired:" in html_content
+    assert "Date Sold:" in html_content
+    assert "Gross Proceeds:" in html_content
+    assert "Cost or Other Basis:" in html_content
+    assert "Gain or (Loss):" in html_content
+
+
+def test_render_html_irs_values(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert ">C<" in html_content
+    assert "Kalshi Event Contracts (Aggregate Summary)" in html_content
+    assert "07/07/2026" in html_content
+
+
+def test_render_html_irs_after_positions(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    positions_pos = html_content.find("Recent Closed Positions")
+    irs_pos = html_content.find("IRS Form 8949")
+    assert positions_pos > 0
+    assert irs_pos > 0
+    assert positions_pos < irs_pos