Hello friends,
I would like to see how long I have held a stock, for tax purposes, is there any way to see that?
Cheers
H
Yes, you can have a look at the Trades View.
No, actually it’s not possible. There ist no open service/api for that purpose
View, Trades, click on security and transaction details can be shown in Information pane at bottom of window if set to view. Alternatively: View, All transactions, and search.
Export data as CSV, open file in a spreadsheet, filter by Security and/or Type then calculate days held (assuming FIFO).
In Reports->Performance->Trades you can add a column “Holding Period (days)” -
In my tax jurisdiction this is useful, because Capital Gains tax for long held asset (> 1year) is halved.
Be careful, Holding Period (days) is averaged on the number of transactions.