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### Support guidelines
- [X] I've read the [support guidelines](https://github.com/firefly-iii/firefly-iii/blob/main/.github/support.md)
- [X] My request is not listed as [a very good idea, but unfor…
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Two scenarios:
1) taxable bond
2) tax-exempt bond subject to Accrued Market Discount taxation
- any market discount, i.e. the discount in excess of the OID, is subject taxation as ordinary income at …
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Selling from a specific lot can help your brokerage clients to provide more efficient tax-sensitive strategies.
We need to be able to sell from a specific lot to make sure that capital gains/losses…
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In relation to #1015, I'd like to add an issue for the manual lot matching using common stock-trade scenario.
In ledger, I'm matching lots explicitly in order to get accurate capital gains calculatio…
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# Description of the feature
Come from #5606 :
> @n-stein about the filtering of the full category instead only of the main category, could be added to the new transaction dialog too? Or that …
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As the Lots feature in GnuCash modifies the original records, and is therefore risky to use multiple times, the same concept could be recalculated on the fly. This would create virtual lots, used just…
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The following steps show up all over the place during the simulation loop:
```
self.broker.transact(np.array((buy, sell)))
buy_sell, ror = self.broker.trade()
self.update_agent_wealth_capital_ga…
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**Describe the bug**
When a security has paid a dividend, that factors into the total performance reported in Performance→Calculation, and also in the individual figures of Performance→Securities. Ho…
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I'm seeking a way to produce CSV data for Capital Gains Tax tracking that is to be imported in cryptotaxcalculator.io and others. I see this as a important value added feature of premium membership. I…
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The stock split action in the code is considered a 0-priced acquisition. This works as long as there is no bed&breakfast to consider (no sale in the previous 30 days).
It would be nice to fix the c…
sygi updated
2 months ago