Suggestions

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Allow alternative cost basis method per account (Taxable Investments)

Right now drawdowns use an average cost basis, which is necessary for stocks without lot information. But sometimes we use Taxable Investments to model other kinds of assets (like insurance cash balance). Being able to specify drawdowns from accounts come from cost basis first, before touching the gains would be pretty useful for these cases.

A related feature that’s necessary for insurance cash balance -> specifying that gains are taxed differently (e.g. like income), for specific accounts.

2 votes

Tagged as Suggestion

Suggested 27 August 2024 by user Shawn S