Investment history exporter
planned
D
D D
In my taxes I need two kinds of reports: Balance as of a specific date and earnings (in any form) within a specific time span (earnings always calculated with rate of that exact day received)
Shaun Lever
Would this feature be implemented before May 2022? As that is the latest deadline for the 2020 tax return here in Aus
Robin Guilleret
time is marching on and tax payers need an easy method to get info to our accountants eg an api system or at last a .csv export
S A L M O N
as KOINLY is one of the most used portfolio tax tools in the community, is it possible for invictus to try to get in touch with them?
Suzie Evans
S A L M O N: Good suggestion. Better than a simply export, an API synch would be much better taking into account the specifics of staking since funds are pooled. Crossing fingers that we can have it before year-end (fiscal year) so around Oct. Nov.?
Robin Guilleret
Invictus Please do this asap
S A L M O N
Robin Guilleret: ye im actually with you robin. need it to asap. you are not alone.
Matthew Finlayson
planned
ByC
I would add a comment that a pdf version of this would be helpful as well. So we can generate a transaction history and save it for tax purposes. Time of investments, tokens, price, etc. Pretty much the same what we can access now on the portal, but that is not printable. I know we can make a csv file nice and pretty but my experience is that when I have an officially generated report from the company, it's always way better.
S A L M O N
Oh yes, this very much!
Matthew Finlayson
what specific information would be useful here?
I assume
- investment time
- investment value, token price
- redemption time
- redemption value, token price
will be enough?
Herr Rossi
Matthew Finlayson: Investment and redemption are both trades, and with ICAP there is some kind of staking reward, so the information should at least consist of:
- Date and time (UTC)
- Sent amount and currency
- received amount and currency
- if fees occur: fee amount and currency
- some text for description
Jabef
I think this is useful. Priority-wise though, I don't think it needs to be a goal until mid-to-late 2021, after next year's tax season.
S A L M O N
Jabef: i disagree. I need this asap :D
Jabef
S A L M O N: My comment was from October 2020. It is currently mid to late 2021. So, as per the comment, right around now would be when I think it can be a priority :D.
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