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Add 8+ Year Long-Term CGT Section with 33% Tax Rate

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Features:
- New section specifically for holdings over 8 years
- Fixed 33% CGT rate for ultra long-term positions
- Automatic identification of 8+ year old trades
- Comprehensive breakdown showing individual position performance
- Visual cards displaying key metrics:
  - Eligible holdings count and total value
  - Total gains on 8+ year positions
  - CGT liability at 33% rate
  - After-tax gains calculation

Calculation Logic:
- Identifies all buy trades that are 8+ years old (≥2920 days)
- Groups trades by ETF symbol for position-level calculations
- Calculates current value vs original cost basis
- Applies 33% tax rate only to positive gains
- Shows holding period for each position in years
- Displays both gross and net (after-tax) performance

Visual Design:
- Distinct blue color scheme to differentiate from other CGT calculations
- Calendar icon (📅) to emphasize long-term nature
- Detailed breakdown cards for each qualifying position
- Color-coded positive/negative performance indicators
- Professional grid layout with responsive design

Display Features:
- Only appears when current prices are updated
- Hidden when no positions qualify (under 8 years)
- Shows exact holding period in years for each position
- Individual CGT liability and after-tax gains per position
- Clear distinction from existing variable-rate CGT system

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
kris
2025-08-29 09:39:27 +00:00
co-authored by Claude
parent 16e77850cd
commit 503addf705
3 changed files with 351 additions and 0 deletions
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index.html
+38
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@@ -326,6 +326,44 @@
</div>
</div>
<div class="long-term-cgt-section" id="long-term-cgt-section" style="display: none;">
<h3>8+ Year Holdings - Long-Term CGT (33%)</h3>
<div class="long-term-cgt-summary">
<div class="long-term-cgt-grid">
<div class="long-term-cgt-card total-eligible">
<h4>Eligible Holdings (8+ Years)</h4>
<div class="long-term-value" id="long-term-eligible-value">€0.00</div>
<div class="long-term-detail" id="long-term-eligible-count">0 positions</div>
</div>
<div class="long-term-cgt-card total-gains-8yr">
<h4>Total Gains (8+ Years)</h4>
<div class="long-term-value" id="long-term-total-gains">€0.00</div>
<div class="long-term-detail" id="long-term-gains-percentage">0.0% gain</div>
</div>
<div class="long-term-cgt-card cgt-liability-8yr">
<h4>CGT Liability (33%)</h4>
<div class="long-term-value negative" id="long-term-cgt-liability">€0.00</div>
<div class="long-term-detail">On gains over 8 years</div>
</div>
<div class="long-term-cgt-card after-tax-8yr">
<h4>After-Tax Gains</h4>
<div class="long-term-value" id="long-term-after-tax">€0.00</div>
<div class="long-term-detail" id="long-term-effective-rate">Effective rate: 33%</div>
</div>
</div>
</div>
<div class="long-term-breakdown">
<h4>8+ Year Holdings Breakdown</h4>
<div id="long-term-breakdown-list" class="long-term-breakdown-list">
<p class="no-data">No holdings over 8 years</p>
</div>
</div>
</div>
<div class="gains-breakdown-section">
<h3>Individual Performance</h3>
<div id="gains-breakdown-list" class="gains-breakdown-list">