A helpful feature, which seems to have been raised previously but not implemented, is tax lot selection for transfers. I understand that it currently follows the cost basis method chosen, however, it would be helpful to implement custom tax lot selections for transfers. A potential way to implement would be to offer a table within the "ledger" view when you click into a transaction that displays available tax lots, which can then be sorted by cost basis.

In many cases, assets remaining on exchanges are intended to be sold with optimal tax treatment (HIFO) and assets transferred to cold storage are lowest cost basis lots. Having the ability to select would be extremely helpful for managing tax optimization strategies directly in your application. The default can remain in line with the cost basis method selected but I think many users would find the additional customizability to be valuable. If monetization of the platform is a factor then maybe it can be considered as a paid feature. I have many clients that I would

In Australia and countries like the USA, tax agencies allow taxpayers to cherry-pick individual purchase transactions when selling assets to optimize CGT returns. I understand that integrating this feature into the application could be complex, as each user has different tax strategies. However, it would be a valuable option to have, giving users more flexibility in managing their tax reporting.

Thanks.

As of right now, Koinly gives multiple options for tax lot selection (FIFI, HIFO, etc), but there is no option for the user to manually select individual tax lots of their choice. Adding the option for the user to manually select which tax lots they want to use in a sale would be great.

A specific way this could be done is clicking on the Sell transaction (under Transactions), clicking "Cost Analysis", then adding a feature for the user to manually change the tax lot there.