Show holding period and cost basis distribution by coin
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
Log In
Sam - CoinTracker
Merged in a post:
Improved cost basis methods
C
CT-LXdrGRLq
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.