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Describe the solution you'd like
for german Vorabpauschale calculation the calculation needs to be done for each deposit. if you have several deposit accounts containing the same security (esp ETF or funds), you need to calculate the amount of cash that's needed to fit the tax.
Since it doesn't make sense to implement each txt related reporting the security report might be enhanced to support this.
add a further classification attribute for asset type (as a plain text field)
add a selectable column "deposit account" in Security Performance Report
if the same asset is in multiple deposit accounts and a deposit account column is displayed, then list the aset + quantity for each deposit in a separate line
the the calculation can be done based on an export having all required information
The text was updated successfully, but these errors were encountered:
Describe the solution you'd like
for german Vorabpauschale calculation the calculation needs to be done for each deposit. if you have several deposit accounts containing the same security (esp ETF or funds), you need to calculate the amount of cash that's needed to fit the tax.
Since it doesn't make sense to implement each txt related reporting the security report might be enhanced to support this.
the the calculation can be done based on an export having all required information
The text was updated successfully, but these errors were encountered: