We need data at any point during the year which shows Capital Gains so far realised (partly to work out Capital Gains Tax - but also to plan for end of FY tax).

The view/csv/report would need to have the following for each stock/asset sold within the specified period:

Buy Date
Buy Price + brokerage = Cost basis
Sell Date
Sell Price - brokerage = Realised value
Capital gain = Realised Value - Cost basis

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Capital Gains Tax view or report or csv download

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