Tax Optimization - positive gains toggle | Bug reports (public)

Tax Optimization - positive gains toggle

complete

Impressive Caterpillar

If I'm understanding the new feature correctly it should filter out assets where I have made a loss. When I enable it, it still leaves a couple of negative assets in the list

May 31, 2024

Jack

marked this post as

complete

If the toggle "Assets with Positive Gains" is ON, assets with gains and losses
 are included in the list.
If the toggle is OFF, only assets with losses
 are listed.
The idea behind this is that users often want to see only assets with losses (toggle OFF) to view where they can harvest losses.