I agree it would be nice. The difference does not occur when selling (it is the same sell) but in the calculation afterwards.
In some area there are already the option to show MA realized/unrealized gains (columns Performance/Capital Gains MA), but I think it would be worth to have it in the Calculation tab/widget. I once tried to look into the code to see how to adapt this part to MA, but it was not super straight forward. I can try again but no promise of success.

Definitely would be nice, if you could try again, as I have no coding skills.

I agree it would be nice. The difference does not occur when selling (it is the same sell) but in the calculation afterwards. In some area there are already the option to show MA realized/unrealized gains (columns Performance/Capital Gains MA), but I think it would be worth to have it in the Calculation tab/widget. I once tried to look into the code to see how to adapt this part to MA, but it was not super straight forward. I can try again but no promise of success.

Any progress yet? Can I support you in any way?

Any progress yet? Can I support you in any way?

Hello, yes I think I managed to get something !
Work in progress here :
master...mierin12:portfolio:calculation_FIFO_vs_moving_average

It applies to

• The Calculation view (including Forex capital gains)
• The Securities Performance view with two new columns (including Forex capital gains)
• The Calculation widget

I still need to polish a bit the different labels for all languages and add more tests.
Then what remains are the "record", what you can see as tooltips in the Calculation view. But maybe for a first implementation it can be done without them.

Looks promising, can‘t wait to test ist.

One question: Is the moving average method also added in the Trades view?

Ah no, I missed it. Maybe not complicated, what I understand : the Trades themselves are the same, but it would mean duplicating the columns:

• Entry value

• Entry value per share

• Profit loss

• Gross profit loss

As per Moving average ? That's all ?

If you want to test it in advance, it is possible if you install Eclipse.

Yes, I guess these are the main columns.
I have to look at it later, if we missed one.

Tried installing eclipse, but for me it‘s not so easy to get everything running, lol

So I looked into it. The columns you mentioned need to be changed, and also maybe the Return (Rendite in German) one?
Depends on how the Return is calculated.

General the Moving Average may also should be considered in the Payment View?
I personally didn't use the Payment View yet, but I think it's also effected by FIFO/Moving Average

Ok yes, the Return in Trade view is the "simple return", exitvalue/entryvalue -1 so impacted by the entry value.

For Payment, maybe too, but a very small cases, "Closed trades" and "Sum" maybe.

All of those should not be complicated, but I am wondering about the UI. This will create many new available columns in the Trades view, a quite long menu to select from. Maybe with lots of submenu.

Yeah, maybe it‘s an option that there is one general setting, where you can switch between FIFO/MA.
The columns then adjust to which setting is chosen.
I don‘t know if thats possible or too complex.

Hope you kind of know what I mean?

So I double checked for the Trades, it is more complex than just new columns. Trades are inherently FIFO. Closed Trades are related using the first bought stocks, and the remaining Open Trades are the latest bought stocks.
So if something has to be added for the moving average it would be a new definition of open/closed Trades based on Moving average.

Ah sh.., that sounds complex.
I definitely use the Trades View and I always get „wrong“ results because it‘s based on FIFO.