Utilities for partial sale optimization

[funnym0nk3y]

Is your feature request related to a problem? Please describe. In Germany earnings are calculated via FIFO. This is relevant for example for tax calculation. Also there is a limit below which earnings are not taxed ("Sparerpauschbetrag"). To maximize earnings in an era of nearly free trades one could resort to partial sales of securities to make use of the full tax free sum. Therefore one wants to sell exactly the amount of securities so that the earings are roughly equal to that limit. Unfortunately, as mentioned before, this is calculated via FIFO, so it depends on the specifc batch one is selling. As PP has this information it could offer some tools to assist with that calculation before a sale.

Describe the solution you'd like In the performance report there is a section which is called securities. If one selects a security the are several tabs with detailed information below including a section called transactions where to each transaction course, volume and amount are listed. Also there are columns for dividend related stuff. I'd like to have columns where for each transaction some course related statistics are shown, like e.g. earings in percent and absolute. The best would be a tool/function where one can set the desired earings and then PP suggests a volume to sell.

Describe alternatives you've considered I also considered a function with is more specifcly tailored to that (German) problem but that seems as either too much work if you want to include multiple jurisdictions or limit the usage to just a fractions of all PP users. Additionally I thought of creating sales beforehand, see all the relevant data in the trades sections and then adjust the amount but that feels not right: It messes with the transactions and leads to potential errors in the PP transaction log and is more steps than neccessary.