All ideas

Cost base adj column on Income tab

Feature request Add a Cost Base Adj column (arguably 1 column as a +ve or -ve value over 2 columns for increase & decrease) to the Income tab for Distribution based holdings. Area (pick one) Chosen area: Porfolio - Select Holding Why does this matter? The ability to enter AMIT details is possible in the Income tab (where I have been entering the details): Being able to quickly see the cost base adjustement is an important consideration on this screen overall. Cost base adjustments are auto proportioned by Navexa, however, in some cases (like TCL), the proportion per distribution is specified on the AMIT Statement. Not normally a big deal, but very important when partial sales happen between distributions, hence would be great to easily see the cost base adjustments that have occured up to a specific distribution very quickly and easily. Cost base calcs in Navexa can be challenging when there are both distributions and dividends (like TCL). One must ensure entering things in the correct order otherwise Navexa includes non-trust dividend(s) payments in its proportions. Being able to see adjustments on the table per distribution (and against a dividend if its been applied) saves having to go in and out of the "Update AMIT Statement" to see what's going on. All the above has been my experience while managing my TCL transaction imports since FY2018 and a partial sale of shares in 2020.