Screenshots
FAQ
Q. What is the purpose of this software?
A. In cases when you own the same stock across multiple accounts, purchased at different times and prices, and then sold partially over time, it becomes impossible to track cost bases and gains/losses for that stock.
This software tracks realized gains and losses on partial sales and lists the average stock price across all accounts and transactions.
A. In cases when you own the same stock across multiple accounts, purchased at different times and prices, and then sold partially over time, it becomes impossible to track cost bases and gains/losses for that stock.
This software tracks realized gains and losses on partial sales and lists the average stock price across all accounts and transactions.
Q. Can I use this for tax reporting?
A. Probably not.
A. Probably not.
Q. Can I setup automatic stock price updates using an API so I can track unrealized gains/losses?
A. Not currently, but you can add a price manually on occasion to get the latest overview of your holdings' value.
A. Not currently, but you can add a price manually on occasion to get the latest overview of your holdings' value.
Q. Can you handle multiple currencies?
A. No, but you can add the currency in the stock name/ticker to keep track of it that way.
A. No, but you can add the currency in the stock name/ticker to keep track of it that way.
Q. What if I don't like what I see?
A. Delete the stock and pretend you didn't see it. We won't tell.
A. Delete the stock and pretend you didn't see it. We won't tell.