A Security Ageing Report for determining Short/Long Term Capital Gains
An Ageing report for securities to determine Capital Gains - both Long / Short term.
Some Securities may be classified as 365 days for LTCG, others 3/5 years. Settings for securities may be set in the security editor itself when creating the security. eg Shares have 1 year as LTCG, Mutual Funds have 3 years as LTCG, Bonds have varying terms, etc
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Xavier Thomas Lobo
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Xavier Thomas Lobo commented
feature could be added to Actions/ViewLots