Adds an additional Tweak to experiment with impact of sale date for AVGO on LTG/STG/ordinary income.
Adds preliminary hack for experimenting with different synthetic basis calcs. Really this just wants Microsoft Excel solver.
The added logic showed no effect as the lots it has impact from are the new ones that get assigned as cash.
Added Custom Function to switch back to Balanced and to select which basis to use for optimization.
Added optimizer log output in CSV form for reference as to which lots are assigned what cash/stock ratio.
Substantial refactor of optimizer code.
Avoid serializing values that scripts injected into the sheet.
Added validations to ensure user inputs are not negative values.
Adds an additional Tweak to experiment with impact of sale date for AVGO on LTG/STG/ordinary income.
Adds preliminary hack for experimenting with different synthetic basis calcs. Really this just wants Microsoft Excel solver. The added logic showed no effect as the lots it has impact from are the new ones that get assigned as cash.
Added Custom Function to switch back to Balanced and to select which basis to use for optimization. Added optimizer log output in CSV form for reference as to which lots are assigned what cash/stock ratio. Substantial refactor of optimizer code.
Avoid serializing values that scripts injected into the sheet. Added validations to ensure user inputs are not negative values.