It would be helpful to be able to model ROC investments by specifying the initial position and basis.

The basis should be updated appropriately based upon user input values or defaults that model the amount of dividends that are return of capital vs other, probably as a percentage of the distributions.

The solution should use this changing basis due to ROC vs growth to figure the taxes, LTCG or not, on sales milestones .

Currently I have an ad-hoc solution that sets the basis really high then at the end of a period performs ‘tax free’ transfer via expense / income entries to move this money into a new state even though in reality no positions have been liquidated or sold. Having a native solution will assist with tax management and reduce the risk of errors introduced during a ‘transfer’ of account state from ROC to LTCG and will be able to manage sales of the investments.