I would also find value in this feature - being able to select specific parcels. Some times if I day trade I want to close out the specific position I bought and sold that day. Secondly if I get assigned stock on an option I may want to specifically sell that tax parcel and not the last position I purchased
This feature on unrealised capital gain seems a no brainer. Id like to see what my tax is based on partial sale of my in profit shares. That way I can limit my Capital Gain over several tax years. As an example if my profit is 500K with 50% offset Id be due 250K taxable income, however if I sell over 2 or 3 year periods my tax rate goes down dramatically as does my taxable income
Please add this feature, I need to also use a seperate spreadsheet there is almost no point of paying for the subscription.
parcel selection will be even more important post 1 july 2027 when the cgt discount and min 30% tax rate commences (for market value gains post 1 july 2027)
is sharesight planning on having this capability by 30 june 2027?
Another user here in need of this feature. I would prefer not to have to migrate my premium plan to the competitor. ShareSight team: please add to the roadmap.