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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,
  force = FALSE
)

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.

force

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

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_shakepay(data_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 gains
#> 1 2021-07-10 00:52:19      BTC     0.00115991   31405.56      36.43 14.63
#> 2 2021-07-10 00:52:19    Total             NA         NA      36.43 14.63
#>   losses   net currency2
#> 1      0 14.63       BTC
#> 2      0 14.63     Total