Suggestions

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Update cost basis with account values

It would be useful to be able to update the cost basis of an account whenever we update account balances for a progress point. The reason being an increased account balance may be from a combination of contributions and market gains. To this effect, it should allow for the cost basis to be larger than to the account balance for when we update our progress during market downturns.

5 votes

Tagged as Suggestion

Suggested 16 November 2022 by user Jonathan Kleiner

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  • 16 November 2022 Jonathan Kleiner suggested this task

  • 16 November 2022 Kyle Nolan approved this task

  • avatar
    MikeP

    Not sure what PL does with “starting cost basis” % in Accounts. As noted above, this changes with balance and factors PL does not have visibility to (e.g. increased market return vs drip).

    15 January 2023