I'm having a hard time understanding how to write the bean-query I want;
hopefully sharper minds can help me out.
I want to see if I have any tax loss harvesting opportunities. This just
means I want a list of all lots whose current price is below their purchase
price. But I'm having a hard time understanding how to get a list of just
the lots I still currently have (i.e. ones I have not already sold).
2017-01-01 open Assets:A
2017-01-01 open Assets:B
2017-01-01 open Income:CapitalGains
2017-12-27 price VWIUX 14.11000 USD
2017-05-16 * "Buy VWIUX"
Assets:A 1 VWIUX {14.09 USD}
Assets:B
2017-08-08 * "Buy VWIUX"
Assets:A 1 VWIUX {14.23 USD} @ 18,000 USD
Assets:B
2017-09-08 * "Buy VWIUX"
Assets:A 1 VWIUX {14.32 USD}
Assets:B
2017-12-27 * "Sell VWIUX"
Assets:A -3 VWIUX {*} @ 14.11 USD
Assets:B
In this case, I've sold all of the lots. So there is nothing left to tax
loss harvest. However, when I run this query
2017-01-01 query "TLH" "SELECT currency, number, cost(position),
value(position)
WHERE
account ~ 'Assets:'
and number > 0
and cost(position) > value(position)
ORDER BY currency"
It still returns the last 2 lots, which isn't what I expect to happen.
curre n cost_posi value_pos
----- - --------- ---------
VWIUX 1 14.23 USD 14.11 USD
VWIUX 1 14.32 USD 14.11 USD
So....where am I going wrong?
Cheers,
Justus
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