Hello. Does anyone know after the tax year ending 5 of April how can see what the capital Gain etc? Like will it reset or something on the dashboard? Or need a new portfolio? Thanks
Anyone??? …
The only way I’ve been able to reliably see the correct capital gains for a year is to click “tax reports”, select the year you want and it then displays the correct capitals gains for that year.
I did request they provide an option to select the current tax year on the dash board or even better it defaulted to the current tax year(depending on settings of your account).
As you may see support has been terrible recently I only hope it improves soon and they are actually working on making some improvements to the dashboard.
I don’t believe you can see everything for the most part the only thing I know for sure you won’t be able to do is print out or look at any information to complete taxes for 2021. The capital gains number might look something similar to $4xxx.xx or so on. That’s how mine looked before buying.
Anyone that knows better can correct me if I’m wrong.
Hope this helps.