I imagine you already know. In Spain we can make money transfers between investment funds without considering the sale of shares. This is an advantage as no tax is paid on a „Transfer“ only if you make a sale and take money out of the funds.
To have a good reflection of the tax reality in Spain, I need to reflect in some way that transfer of money from one fund to another.
In Portfolio performance, it only occurs to me to make a „sale“ and a „buy“ to reflect that transfer between funds.
And this operation indicates a „realized capital gain“ something that is not correct for our taxation.
Is there a way to do the transfers without the program considering it „realized earnings“?
Can the improvement be included in the program?
Thanks a lot!