On Mon, Apr 23, 2018 at 11:39 AM, Justus Pendleton <[email protected]> wrote:
> On Monday, April 23, 2018 at 3:02:00 PM UTC+7, Einar Idsø wrote: >> >> 1. I recently had to transfer some shares from one broker account to >> another in order to perform a sale. Since I have purchased shares at >> BrokerOne many times through my employer's share savings plan, I'd prefer >> to not manually enter each lot to be transferred >> > > There is no shortcut. I asked in a previous thread[1]. In particular pay > attention to Daniel Clemente's reply to me. Although I was also annoyed, I > eventually decided it was a small enough edge case I can understand not > building in any better support. If you don't want to see 100+ lines of > clutter in your main file (which is totally understandable), create a > "asset-transfer.bean" and #include that. (I think includes are an > underrated and underused feature in beancount!) > > [1]: https://groups.google.com/forum/#!msg/beancount/ > YJDvaVVsJnI/8T8eyC4VBQAJ;context-place=forum/beancount > > >> a) It is very common to transfer coins between crypto exchanges (as for >> my share example above), but due to the nature of crypto trading where >> trades happen much more frequently for different base coins, it becomes >> impossible to stay on top of which lot to transfer. >> > > If you aren't actually tracking which lot you transfer how do you possibly > accurately calculate taxes? I know nothing about cryptocurrency trading -- > and didn't quite understand the reasoning for why you aren't able to track > your lots -- but in my experience with other securities either you or your > broker HAS TO keep track of lots and tax authorities don't accept short > cuts. Doesn't your broker do this for you? In another forum, I saw a post > from someone who had several hundred thousand transactions (not crypto) in > a single year and was able to track all of the lots. > > If I may pose a suggestion myself for a modification (perhaps a plugin?) >> that may solve all these problems: What if it were possible to link/group >> exchange accounts in such a way that their holdings/values are reported per >> account, but their lots are considered lumped together? >> > > I don't quite follow the whole linked account thing > I think what he means is that if positions are augmented, the booking algorithm doesn't change, but for the purpose of booking reductions automatically, the positions of the combined inventory for of the linked accounts would be considered as candidates for booking, and transfers inserted accordingly (and automatically). This would require a change to the booking algorithm, though in theory, you could write a plugin which processes linked account declarations via Custom directives, and automatically detects such cases (duplicating the work of the booking algorithm) and inserts transfers. > but it seems like you just want/need a simple syntax for transferring lots > (or portions of lots) between account. With other securities it is a rare > enough occurrence I understand why beancount doesn't have it. Maybe it is > more common with cryptocurrency trading and that would motivate a change to > the grammar? > -- 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/CAK21%2BhOEESbW%3D_wjR64%2B_cJonL%2BJ7dydzbPrb3EJaMdxX9_EYg%40mail.gmail.com. For more options, visit https://groups.google.com/d/optout.
