Net financial assets after tax

English
1

Hi,

First of all, thanks for this amazing tool :slight_smile: .

I live in France and depending on the bank account we use for stocks, crypto, etc. different taxes apply on capital gains.

I have for example an account (CTO) where capital gains are taxed by 30% whereas on another account where I can only by European stocks, capital gains are “only” taxed by 17%.

To get get the clearest view on my assets, I thought it could be interesting to be able to define a tax rate on Securities account (ex : 30%) and display the net and gross worth based on this rate.

I don’t know how it works on other less taxed countries :slight_smile: .

Thanks

Regards and thanks again !

2

@styix
Well, Portfolio Performance does not guessing taxes or amounts. If taxes are posted, it’s reported as intended.

3

Thanks for your reply.
Yes, I understand Portfolio performance can’t guess tax rates but the user can specify the rate as a characteristic of the account.

What do you mean by “If taxes are posted” ?

I’m maybe wrong, but in Portfolio Performance I only know I can specify I paid xxx€ as tax at dd/mm/yyyy, it’s reactive and not proactive.
The aim of my point is to get the net view by apply the tax rate to capital gains.

Regards,