* Martin Blais <[email protected]> [2018-02-06 00:43]: > > > 2016-07-28 * "Buy some shares of retirement fund" > > > Assets:Invest 45.0045 VBMPX {11.11 USD} > > > > > 2016-10-12 * "Buy some shares of retirement fund" > > > Assets:Invest 54.5951 VBMPX {10.99 USD} > > > > > Should result in a single lot with the total number of units and the > > averaged cost: > > > units ccy cost cost-ccy lot-date label > > > 99.5996 VBMPX {11.0442 USD, 2016-07-28, None} > > > > But average cost is calculated with the second transaction so > > shouldn't the lot_date be 2016-10-12? > > No, it's a choice. > > The thing is in the USA it may have tax consequences, e.g. LT vs. ST > capital gains rates are different.
I don't know much about US taxation but wouldn't it depend on the *last* time you bought something? > Perhaps the Right Thing to do would be to provide an option to select what > should happen automatically. Right, that might be a good idea. Actually, I wanted to ask how the average cost method will work. Presumably, if I buy some shares and then buy more shares, it will calculate the average cost immediately? Personally, I prefer to keep the original holdings as long as possible. i.e. I'd prefer to calculate the average cost only when needed (e.g. immediately before selling some). Will this be possible? e.g. can I tell beancount not to use anything and then easily call the average cost function from beancount code? -- Martin Michlmayr http://www.cyrius.com/ -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To post to this group, send email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/20180316103800.atdrkt2vel2stxx2%40jirafa.cyrius.com. For more options, visit https://groups.google.com/d/optout.
