Calculating capital Gains/losses with Comsec, page-6

  1. 3,512 Posts.
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    Nothing to do with being cheap

    Using a detailed spreadsheet for each Company that you trade/invest with has several advantages:

    If you buy and sell the same Company hundreds of times a year; you can 'match' specific sales against specific purchases

    You can minimise your capital gains by always selling the most expensive parcel

    You can maximise gains by always selling the cheapest parcel

    Also, you can sell parts of several different parcels

    I am not aware of any standard platforms that can do this; but may well be wrong

    Disclaimer

    Stating the bleeding obvious; when you sell on a certain date you can only 'match' against shares purchased on or before that date
 
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