Hello Fellow Manager Fans, I am trying to understand how to manage Manager so that when I buy parcels of shares in the same company at different prices, I can later make it discriminate between the parcels so as to minimize the profit, and hence minimize the capital gain. For example, in the refer…

To minimise capital gains tax you have to minimise realised gains / maximise unrealised gains. Procedurally this means you have to sell the shares you bought for the highest price. In a rising market they are the most recent shares you bought (LIFO). As for how to do this in Manager Manager cur…

Thanks Tony, I understand your answer but Manager doesn’t. It just allocates a parcel according to some mysterious method that I wish to understand and control.

Thank you Patch. I understand that we can track parcels of shares outside of Manager, but how do we make Manager distinguish which shares are sold?

Is this feature available in other accounting software?

That is for you to find out, this forum is about Manager.

[image] ASM1953: I understand that we can track parcels of shares outside of Manager, but how do we make Manager distinguish which shares are sold? If you want to distinguish individual parcels, then you need to create each parcel as a separate investment under Investments tab.

Minimize Capital Gains

Patch December 3, 2024, 9:35am 9

That has been discussed in this thread Investment Revaluation tab - #24 by AJD but is not currently supported by Manager. Some support maybe added after inventory item revaluation updates are done

Topic		Replies	Views
Investments - Tracking share lots	0	56	February 15, 2026
Investment Gain or Loss Calculation	16	704	June 12, 2025
Market Adjustment for Shares	9	2284	February 25, 2017
Setting up accounts to separate short and long term gain and loss	11	2285	February 16, 2017
Cost of inventory not calculated correctly	10	842	April 15, 2020

Minimize Capital Gains

Related topics