Realized Capital Gains

[Keith_Ross]

The “Realized Capital Gain” is a welcome addition except that it is incorrect. The Realised Capital Gain for a share sold in 2020 is shown as the sum realised from the sale minus the value of the share on 31/12/2019. It should in fact be minus the cost of buying the share, which might have been in 2018 or any other time.

Google Translate:
Der „realisierte Kapitalgewinn“ ist eine willkommene Ergänzung, außer dass er falsch ist. Der realisierte Kapitalgewinn für eine im Jahr 2020 verkaufte Aktie wird als die Summe aus dem Verkauf abzüglich des Werts der Aktie am 31.12.2019 ausgewiesen. Es sollte in der Tat abzüglich der Kosten für den Kauf der Aktie sein, die 2018 oder zu einem anderen Zeitpunkt gewesen sein könnten.

[chirlu]

@Keith_Ross

The Realised Capital Gain for a share sold in 2020 is shown as the sum realised from the sale minus the value of the share on 31/12/2019. It should in fact be minus the cost of buying the share, which might have been in 2018 or any other time.

Then you need to change your time horizon so that it includes when you bought the share, instead of only YTD.

[Keith_Ross]

Yes, thanks, but that is messy and you need to do it for each share. By the way it doesn’t take into account taxes and fees so it shows too much capital gain.

[Darelas]

Exactly! Calculation tab cannot be used for tax purposes, unfortunately.