Show a list of purchase lots with their cost-basis (to allow user to predict / plan before selling) | Feature requests (public)

Show a list of purchase lots with their cost-basis (to allow user to predict / plan before selling)

planned

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.

March 21, 2022

Petur

marked this post as

planned

This is planned as a Version2 of our new Tax Optimization dashboard!

The ETA is Q3 or Q4 this year

Gleaming Aardwolf

Petur nice

Inevitable Koi

This would be an incredibly helpful feature

Yellow Caribou

Merged in a post:

Show quantity of tokens at a loss

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.

October 27, 2022

Yellow Caribou

Merged in a post:

Extended report of cost basis

Silver Mandrill

Requesting a report that lets us view current cost basis lots (dates and current cost basis)- something that can be either exported separately as a CSV file, or viewed as its own 'cost basis' history.

October 25, 2022

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.

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

Disciplinary Hawk

This would be extremely helpful to see per wallet to optimize on which wallets to sell from (wallet based costing).

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).