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Tax report: unrealised gains scoped to the selected tax year

Under Review
Submitted Aug 14, 2026 by Allinvestview

In the Tax Report, unrealised gains currently show the live unrealised P&L of open positions measured from original purchase price, regardless of the tax year selected. Scope the unrealised section to the selected period: value positions as of the period end and measure gains against the market value at the period start (or cost for positions opened during the period), so the figure matches the selected tax or financial year.

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