in order to be able to make a quick cross-check if the calculation is correct it would be great to add a Date option for the “Unrealized losses” performance site and be able to sort by size.
Why is this important for everyone?
It is important because the value of the portfolio at the end of a year has no direct impact of the taxes you have to pay.
Example: In 2021, if you used 1000€ FIAT to buy crypto and your FIAT value at the end of the year only 900€ you might think “I don’t have to pay taxes”. But that conclusion is wrong. If you have unrealized gains of for example of 200€ you actually have to pay taxes for the 100€ difference.
So knowing the unrealized gains per full accounting year is super helpful to cross-check your portfolio per accounting year. Since the app shows it overall already, i think the addition of
- adding a date selection, as well as
- the option to filter/ sort by size,
should not be complicated.
Hope that helps,