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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
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Open Positions affected by "from date" #105

Open gbtorrance opened 4 months ago

gbtorrance commented 4 months ago

It's that time of year again: Tax Time.

I'm using RP2. Thank you, again, for making it available!

I have a question. I have the -t (to date) argument set to 2023-12-31 as I'm working on my 2023 taxes. But I wanted to see the effect of adding the -f (from date) argument set to 2023-01-01. I expected it would change what entries appear in the "tax_report" spreadsheet , which it does. However, it also seems to affect what is returned in the "Asset" and "Asset - Exchange" tabs of the "open_positions" spreadsheet. Why is this? Shouldn't this sheet reflect the open positions as at 2023-12-31, which should be the same regardless of whether or not I use the -f argument.

Thoughts? Thanks.

eprbell commented 4 months ago

CC: @mdavid217, who worked on the open position plugin.