Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Fees based on Shares deduction #1993

Closed
RomainD2 opened this issue Jan 18, 2021 · 4 comments
Closed

Fees based on Shares deduction #1993

RomainD2 opened this issue Jan 18, 2021 · 4 comments

Comments

@RomainD2
Copy link

Hi,

Thanks for this amazing program!

I would love to use it for all my financial products, however, there is a limitation because of some specific financial product which have fees based on securities shares deduction. For example :
portfolio2

You can see in "Nombre de Parts" which are deduced from my Shares. I found a way to do that, but with two operations. I need to sell this amount, and then, to add fees with the same amount, so two transaction.

Maybe the best way would to be able to add these fees with the same amount when selling this share, but it is not possible to save due to soft limitation :
image

Maybe there are a better way to implement that, adding for example the way to use Shares under the Fee option, for example (Quick photoshop ^^)
image

What do you think about this feature ?

Thanks

@debegr92
Copy link
Contributor

I think this feature will be also very helpful for some crypto investors. Most exchanges have fees in a specific crypto currency instead fiat. Maybe combine this with #1960 to also allow share based fee for transactions between security accounts.

@zr40
Copy link

zr40 commented Jan 19, 2021

This would be useful for my pension plan. They deduct their monthly fees directly as a percentage of shares.

@zr40
Copy link

zr40 commented Jan 30, 2021

You can actually do this already. Go to the Securities account, and instead of "Sell" or "Fees", use "Delivery (Outbound)". Specify the number of shares that were deducted and make sure that the fees are equal to the value of the shares.

For example:

Screenshot from 2021-01-30 16-44-54

@mierin12
Copy link
Contributor

In release 0.73.0 a hint to use Outbound Delivery instead of a Sell in case of a zero sell amount has been added from #4401

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

No branches or pull requests

4 participants