kris
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31a02a69ac
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Add comprehensive Capital Gains Tax (CGT) calculation feature
Features:
- Configurable CGT rates by holding period (1M, 6M, 1Y, 2Y, 2Y+)
- Annual CGT exemption allowance support
- Real-time CGT calculations based on holding periods
- FIFO (First In, First Out) method for calculating gains
- Interactive CGT settings page with visual rate preview
- Integration with gains/losses page showing:
- Total CGT liability estimation
- After-tax gains calculation
- Effective tax rate display
- Holdings breakdown by tax period
- Database schema for per-user CGT settings
- Comprehensive API endpoints for CGT management
- Responsive design with professional styling
CGT calculation methodology:
- Uses trade purchase dates to determine holding periods
- Applies different rates based on time held (short vs long term)
- Factors in annual exemption allowance
- Shows estimated tax liability for planning purposes
Default rates (configurable):
- 0-1 Month: 40%
- 1-6 Months: 35%
- 6M-1 Year: 30%
- 1-2 Years: 20%
- 2+ Years: 10%
- Annual exemption: €1,270
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
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2025-08-28 18:20:36 +00:00 |
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kris
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8a68a8bf86
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Initial commit: ETF Trade Tracker with multi-user authentication
Features:
- Multi-user authentication system with admin panel
- SQLite database with user isolation
- Trade entry, history, and portfolio tracking
- Gains/losses calculation with price updates
- Responsive design with sidebar navigation
- Session-based authentication with bcrypt password hashing
- Admin user management capabilities
Default admin credentials: admin/admin123
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
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2025-08-28 15:36:40 +00:00 |
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