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Summary of ACB

Source: R/report_overview.R
report_overview.Rd

Provides a summary of Adjusted Cost Base (ACB) per share, as well as realized and unrealized gains/losses (plus net value), per coin.

Usage

report_overview(
  formatted.ACB,
  today.data = TRUE,
  tax.year = "all",
  local.timezone = Sys.timezone(),
  list.prices = NULL,
  slug = NULL,
  start.date = NULL,
  force = FALSE,
  verbose = TRUE
)

Arguments

formatted.ACB

The formatted ACB data.

today.data

whether to fetch today's data.

tax.year

Which tax year(s) to include.

local.timezone

Which time zone to use for the date of the report.

list.prices

A list.prices object from which to fetch coin prices. For today.data = TRUE, it must contain at least currency, spot.rate2, and date2.

slug

Optional explicit slug vector used when preparing prices.

start.date

Optional explicit start date used when preparing prices.

force

Whether to force recreating list.prices even though it already exists (e.g., if you added new coins or new dates).

verbose

Logical; whether to print progress messages.

Value

A summary data frame, containing at least the following columns: date.last, currency, total.quantity, cost.share, total.cost, gains, losses, net, currency.

Examples

all.data <- format_exchanges(data_shakepay)
#> Exchange detected: shakepay
formatted.ACB <- format_ACB(all.data, verbose = FALSE)
report_overview(formatted.ACB, today.data = FALSE)
#>             date.last currency total.quantity cost.share total.cost  net
#> 1 2021-07-10 00:52:19      BTC     0.00057491   48034.74      27.62 5.81
#> 2 2021-07-10 00:52:19    Total             NA         NA      27.62 5.81
#>      gains losses currency2
#> 1 5.814382      0       BTC
#> 2 5.814382      0     Total