• What feature do you want to see in Sharesight?
Allowing different sale allocation methods in the “Sold Securities Report”.
• Why do you want it?
In Spain capital gains from sold securities are taxed with the FIFO criterion, that is: the cost base is not your true cost base but that of your first buys, up to the amount you’re selling. When you have different mismatched buy and sell transations, it’s very cumbersome to allocate buy prices and comissions. Aussies seem to have it sorted out on Sharesight with an ad-hoc report, but we’re out of luck here in Spain
• How is this affecting you?
Lots of manual bean counting for tax time.
• Do you currently have a workaround solution? If yes, what is it?
• Can we reach out in future to ask follow up questions about this idea?