Show a list of purchase lots with their cost-basis (to allow user to predict / plan before selling)
planned
D
Disciplinary Hawk
Allow user to view a list of purchase lots to be utilized (in relevant order) if user were to sell coins from that specific wallet. This will allow user to predict the cost basis to be utilized for transactions and this way optimize which wallet to sell from and how much.
As more advanced feature: Allow user to see what would be tax impact of certain transaction from certain wallet
For Koinly these type of features would be step in direction towards tax optimization software (actual guiding crypto decision) rather than pure tax reporting software. If I were Koinly I would go towards this direction.
P
Petur
planned
This is planned as a Version2 of our new Tax Optimization dashboard!
The ETA is Q3 or Q4 this year
G
Gleaming Aardwolf
Petur nice
I
Inevitable Koi
This would be an incredibly helpful feature
Y
Yellow Caribou
Merged in a post:
Show quantity of tokens at a loss
C
Crimson Macaw
My positions are made up of many lots, however I only want to sell the lots which are currently at a loss. I know my overall cost basis, but how many coins should I sell to avoid triggering a CG event?
Example:
- Bought 1 ETH at $500
- Bought 2 ETH at $1,000
If the current ETH price is $750, it would show that 2 ETH can be sold at a loss without triggering a CG event.
Y
Yellow Caribou
A
Amber Galliform
I think this feature would be amazing to help with with tax strategy. There is a way to fake this, but it has limitations. You create a fake/temporary transaction in which you sell all of your asset. After the software updates cost basis, you can click on the transaction and use the "Cost Analysis" tab to see the lots that were sold. However, the limitation is that is only shows you 25 of these lots.
It is obvious the data is there, so let's hope it's possible to allow us to see the lot info without faking transactions.
I
Inevitable Koi
Amber Galliform: agreed it would be incredibly helpful to do instead of the guess work and time taken to input false transactions and see what the P/L would be
N
Notable Cicada
Amber Galliform
N
Notable Cicada
Inevitable Koi
D
Disciplinary Hawk
This would be extremely helpful to see per wallet to optimize on which wallets to sell from (wallet based costing).
N
Notable Cicada
Disciplinary Hawk
J
Jade Orangutan
This would be super helpful! Especially for countries where it makes a huge difference when you sell before or after a specific time frame (e.g. a year in both the US and Germany).