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Remove and/or "freeze" the transactions from past years when done filing the taxes for that year
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Dylan Caponi
There's a higher voted feature request for this same feature if you want to add your votes to that: https://feedback.koinly.io/feature-requests/p/ability-to-lock-unlock-prior-tax-year
WinMiner
Another way to implement this would be to allow the user to save / snapshot the state of a portfolio and to be able to view these snapshots.
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x
I would love this. I've got a messy collection of CBpro portfolios which I created when I was learning in the early days. Most are unused now, but I assume Koinly needs them for working out UK pooling for all my subsequent transactions.
It would be great to be able to delete them from CBpro without affecting the tax calcs.
Mark Vanderfeen
Good idea