Completed

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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.

18 votes

Tagged as Suggestion

Suggested 16 November 2022 by user Jonathan Kleiner

Moved into Completed 26 January