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bankroll-py / bankroll

Ingest portfolio and other data from multiple brokerages, and analyze it
MIT License
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Calculate lots from transaction log #103

Closed jspahrsummers closed 5 years ago

jspahrsummers commented 5 years ago

There should be enough information in a (complete) transaction log to reconstruct which lots were bought and sold when, which may be useful for tax or other purposes.

jspahrsummers commented 5 years ago

I don't know why I thought the transaction log would have enough info for this. 🤔 We would need to know which tax accounting (lot selection) method was used in all sales, in order to compute which lots remain open.