Show holding period and cost basis distribution by coin
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Chandan - CoinTracker
For each coin in a user's portfolio, show what quantity of each coin is held at what basis and date it was acquired. This is very powerful because it helps people realize what trades they can make and what tax impact it will have before they actually do it, for example, to help with tax-loss harvesting.
Example
- 1 ETH @ 300$ cost basis acquired on December 31, 2018
- 2 ETH @ 400$ cost basis acquired on February 27, 2019
- 10 ETH @ 1000$ cost basis acquired on July 3, 2020
- Total: 13 ETH
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Sarah R - CoinTracker
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This feature is available in our Ultra subscription.
Sam - CoinTracker
Merged in a post:
Improved cost basis methods
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Improved cost basis tracking methods would be helpful. For example, see methods offered by Fidelity brokerage. One option is to prioritize long term capital gains, highest cost sold first. Another is prioritize long term capital gains, lowest cost sold first. And so on for different permutations of prioritizing long/short term gains, high/low cost, etc.
Jami - CoinTracker
Merged in a post:
Show quantity of crypto currently in long term / short term capital gains.
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Add two columns to the unrealized performance page showing the breakdown of how much of each crypto is in short term or long term capital gains.