In a post from last year[1] there is an example of how to record an in-kind
transfer which seems straightforward enough.
2016-02-01 * "In-kind Transfer"
Assets:BrokerageA:NYSE -100 NYSE {10.00 USD}
Assets:BrokerageA:NYSE -100 NYSE {11.00 USD}
Assets:BrokerageB:NYSE 100 NYSE {10.00 USD}
Assets:BrokerageB:NYSE 100 NYSE {11.00 USD}
However, if you have lots of lots having to list them all (twice!) is a bit
painful. Is there a shorter syntax that I haven't found?
The scenario is: imagine after doing years of monthly purchases you switch
to a new brokerage. You might have 100+ lots. Ideally you just want to type
something like
A related question: the date associated with each lot at BrokerageB is now
the date of the transaction for the in-kind transfer. That's not strictly
true under in-kind asset transfers (i.e. when calculating short vs long
term capital gains); the date of the original transaction gets carried
across to the new brokerage. Is there a way to maintain the date for each
lot?
Cheers,
Justus
[1]:
https://groups.google.com/forum/#!searchin/beancount/transfer|sort:relevance/beancount/Vh6ogvMTOHQ/MDO32hPuFgAJ
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