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eprbell / rp2

Privacy-focused, free, open-source cryptocurrency tax calculator for multiple countries: it handles multiple coins/exchanges and computes long/short-term capital gains, cost bases, in/out lot relationships/fractioning, and account balances. It supports FIFO, LIFO, HIFO and it outputs in form 8949 format. It has a programmable plugin architecture
https://pypi.org/project/rp2/
Apache License 2.0
256 stars 42 forks source link

Short term vs. long term gains #100

Closed gbtorrance closed 12 months ago

gbtorrance commented 12 months ago

A question if you don't mind:

Is there a way with the reports to determine, for a particular coin, how much of my remaining holdings are subject to short-term vs. long-term capital gains (i.e. held for less than or greater than a year)?

For example, say I want to prepare for the end of the tax year by doing tax loss harvesting. I would like to know how much of of the sales I'm planning to do will be short term vs. long term.

Thanks!

gbtorrance commented 12 months ago

I guess, ideally, it would be a list of what remains of each purchase/IN, listed by date. (Of course what is short vs. long changes over time.)

macanudo527 commented 12 months ago

Did you try the open positions report. I haven't used it a lot myself, but I think it comes close to what you are looking for. You might be able to modify it to suit your needs.

gbtorrance commented 12 months ago

Thanks @macanudo527. The "Asset" tab of the open positions report is the closest I've seen to what I'm looking for, but there is no break-down by dates, so it doesn't help with the ST vs. LT thing, unfortunately.

gbtorrance commented 12 months ago

I think I've found basically what I'm looking for in the " In-Out" tab of the "Full Report". It's ordered by "IN" date and shows how much of each "IN" has been "Sent/Sold". By using the date I can determine how much remains in the ST and LT buckets.

image

Thanks for the reply!

gbtorrance commented 12 months ago

@macanudo527 I will go ahead and close the issue. Thanks again.