Good point, first in first out not ideal and perhaps those reports aren't helpful for the 'carry over' valuations too... blessing in disguise perhaps
The CGT formula only reduces the 'in profit' amount by 50%, if the position it sitting at a loss, it doesn't apply 50% for CGT is just displays the full loss amount;
There's a simple P&L column that doesn't take into account CGT, and then the CGT column sits beside it (In retrospect, that screenshot above is actually a bad example... as none of the positions are >365 and in profit so it's not showing the discount (if any of those positions met the criteria, the CGT column would = 50% value of the P&L column and therefore the total would be less - The intent of the column is not to provide an overall net profit/loss position, the intent is to show the taxable profit amount only - Is this what you mean?
