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Support for german Vorabpauschale and multiple deposit accounts in Security Performance Report #4399

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MStraeten opened this issue Dec 18, 2024 · 0 comments

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@MStraeten
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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.

  1. add a further classification attribute for asset type (as a plain text field)
  2. add a selectable column "deposit account" in Security Performance Report
  3. 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

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