This may not help you but I figure I'll mention it here since moving cost
basis came up.
A few years I wrote a plugin to (try to) do this. "It worked for me" but a
user soon reported an issue. You can't ever use the {} syntax.
https://github.com/hoostus/beancount-asset-transfer-plugin/issues/1
"In loader.py around lines 506-513 it looks like the loader runs
"interpolation" on incomplete booking entries before it runs
"transformations" from plugins. So the {} gets triggered (and then fails
because it can't find enough matching holdings) before the asset_transfer
plugin has a chance to run and actually generate the holdings.
You can workaround this by not using {} and instead specifying the lots
explicitly."
On Friday, December 22, 2023 at 8:29:05 AM UTC+7 Artur Matos wrote:
> Hi everyone,
>
> I've changed one of my taxable accounts providers and need to transfer the
> assets from one beancount account to the other. Transfer happens "in
> specie" and I need to preserve the cost basis and lots as part of the
> transfer. If I understood the docs correctly , transferring like this won't
> work and will remove the lots from the new account:
>
> 2015-05-15 * "Transfer" Assets:InvestAccount1 -60 HOOL {}
> Assets:InvestAccount2
> 60 HOOL {}
>
> Is there a shorthand way to transfer the assets while preserving lot
> information? I've had the original account for rather long and doing it lot
> by lot will be very tedious.
>
> Thanks.
>
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