Choose A Specific Cost Base For A Trade

In some instances you may want to lock in a specific cost-base to a specific disposal of an asset.

To do this you need to:

Step 1) View the transaction that you want to specify the cost-base(s) for.

Step 2) Delete any existing links to cost-bases by hitting the red trash can icons.

Step 3) Scroll down to “Manually Set Cost Base” and locate the desired cost-base from the drop-down menu.

Type in the quantity from the cost-base trade to link to the sell trade. The sum of all cost-base quantities should equal the total quantity sold in the trade.

Note that if you un-check “Lock Link” it will be overwritten next time the automatic algorithm runs.