Show how cost basis calculations are made. Date acquired for each lot Holding period for each lot (short/long term) Cost basis of each lot Unrealized gain of each lot

For example FIFO (2016), LIFO (2017), LIFO (2018), HIFO (2019), etc. Also relevant for people who move between different tax jurisdictions (e.g. US to UK). Could also be in the middle of the tax year.

For example: superfund accounts, IRAs, Roth, etc.

Some jurisdictions (e.g. Switzerland) require a detailed breakdown of cryptocurrency holding by wallet at year-end for filing taxes correctly.

Ability to lock a particular transaction (or set of transactions) so that they don't change in the future (e.g. even if API is broken, price history changes, etc. — lock in transaction state as is).

Provide Outlays and Expenses on capital gains from dispositions. This will complete the ability to provide complete tax reporting along with Proceeds From Disposition, Adjusted Cost Base.

Xero accounting integration https://developer.xero.com/partner