Hi Sharesight,
Does your Capital gains tax report account for previously sold units of a holding, so as to not sell those same units more than once?
If so, is this data lost - what units are sold against which parcels - after downgrading to the free plan?
Hi @Vincent the sale allocation in our CGT reports is calculated based on each sell trade you’ve recorded. This includes any partial sales, and the report will indicate which buy parcels were used for each sale.
If you downgrade to the free plan, you will lose access to the CGT report and the sale allocation details. However, this information will become available again if you decide to upgrade in the future.