Reports/Dashboard: Show the holding period (Short/Long term) | Feature requests (public)

Reports/Dashboard: Show the holding period (Short/Long term)

complete

Arty

I want to see the holding period and the classification of long-term and short-term gains per asset. On the Dashboard and specific Report.

This will allow me to decide whether to sell the asset.

November 29, 2023

Petur

marked this post as

complete

This is now visible in the Tax Optimization dashboard!

It will show the holding period split for all of your assets

Quick Caribou

Petur: an excellent solution on first sight

Physical Swift

Not only for each asset but for each individual purchase parcel

Lava red Wallaby

Exactly this. Would be great to see what dates each parcel buy was purchased to optimize tax. Plus simulate selling specific amount of coins at specific future dates

Quick Caribou

Everyday lt - st overview is really useful for investment decisions, esp. for gains. In Germany gains are tax free if long-term (> 1 yr.) pr short-term below 600 Euro.