Annual tax report - date of instrument purchase request

💡 Feature suggestions & ideas
1

Hello,

I would like to request an additional feature, i.e., an additional column in the annual tax report. It would be helpful that for every buy-sell row entry we have date of purchase in addition to date of sale.

Namely, in some countries it is very relevant for how long the stock/instrument was owned in order to deduce how much capital gains tax is owed.

Also, please provide the report in csv form in addition to the pdf.

1 Like
2

Hey, :wave:

Thanks for the feedback, we’ll definitely consider it. In the meantime, we can send you monthly statements that include Opening & Closing dates along with the Tax Statement which you can request at the end of the year.

3

tnx for considering adding it!