Sales & Transfers by Specific Lot

[metal450]

Currently, when you sell some shares of an asset, it's always done in FIFO order. I believe in Germany it's required to be FIFO, but in the US & other places, we're allowed to use Specific Lots (i.e. you identify the exact tax lot you’re selling). This allows you to sell in HIFO or any other tax-efficient order you like. It would be super helpful if PP supported this.

From a UI perspective, I could imagine something like:

• On the Transactions page, there could be a column to indicate next to "Buy" transactions whether or not that lot is still being held or has been sold. You could then right-click an item or multiple items (if still being held) to Transfer or Sell.
• Alternatively, on the Trades page, currently it groups by asset (per-account). There could be a view option at the top to instead show specific lots for any "Open" trades. (Essentially it would just list whichever "buy" transactions haven't already been entirely sold off). You could then right-click a particular lot & Sell. However, transferring by specific lots is also useful, so perhaps the other option is better.

If this isn't too massive of a task, I'd be willing to pay for it. Anyone else interested in starting a bounty? Seems like this would have pretty wide appeal - i.e. I see it's already been discussed here.

[pfalcon]

PP can't do much simpler things, like handling short trades. And logic to collect transactions into trades is spread around and duplicated across the codebase.

You could then right-click an item or multiple items (if still being held) to Transfer or Sell.

How people get data into PP is by importing it from statements, they don't click "buy" or "sell".

[metal450]

How people get data into PP is by importing it from statements, they don't click "buy" or "sell".

I'm a person. I get data into PP by clicking "buy" and "sell." Pretty sure this is an considerable overgeneralization.