Suggestion: Manual Correction of In-Specie Transfer Values to Fix P/L Accuracy

💡 Feature suggestions & ideas
1

Hi everyone,
I’ve noticed that after an in-specie portfolio transfer, the profit/loss calculations in Trading 212 can become inaccurate. This seems to happen because the platform assigns the market value on the transfer date as the new cost basis, rather than preserving the original purchase price and date.
This creates issues for anyone tracking true performance or preparing tax reports, as the historical cost basis is essential for accurate P/L.

Could Trading 212 introduce a feature that allows users to manually edit or correct the cost basis for transferred positions? This would:

  • Restore accurate profit/loss calculations

  • Help maintain compliance for tax reporting

  • Improve transparency for long-term investors

I believe this would be a valuable enhancement for those who move portfolios between brokers without selling positions.

Would love to hear if others have faced the same issue and support this idea!

2

I guess they wouldn’t want to add it in case the user uses it in a bad way

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