On Thu, Apr 22, 2021 at 11:09:27PM -0700, Max Katsev wrote:
...
> It's not that I'm philosophically opposed to it, more like I have 5+ years
> of transactions without the cost basis and I'm not sure how to start using
> it now without having to backfill everything at once. Is there a good way
> to record the lots I currently own (according to the brokerage) without
> filling in all the history that led to their creation?
The following might work.
Pick a date on which you'd like to start tracking things with lots. Say it's
2020-01-01.
Then on that date, create transactions that convert all your holdings into
lots. For example, suppose in Account:Brokerage, you hold 10 ACME, bought
2009-01-01 at a cost of 100.00 USD per ACME. Then you could do:
2020-01-01 * "Convert to lots"
Assets:Brokerage -10 ACME
Assets:Brokerage 10 ACME {100.00 USD, 2009-01-01}
Do the same for all your other holdings, on that date. Then you can start
following a policy of always using lots.
I have not tested this, and have only limited experience with Beancount lots,
but as far as I know it should work.
--
James
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