Support for Tax-Deferred Fund Transfers (e.g., Traspasos en Fondos)

Under Review

As a long-term mutual fund investor, I would like the ability to track tax-deferred fund transfers within the platform, which are common in some jurisdictions (e.g., traspasos in Spain). These transfers allow investors to move assets between funds without realizing capital gains, as long as specific conditions are met (e.g., direct transfer, no withdrawal).

Currently, such transfers may be treated as a sell + buy, incorrectly triggering taxable events and distorting performance metrics like unrealized gains, total return, and cost basis.

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