Suggestion: add the ability to input a purchase date for a given asset and also allow for tracking changes in valuation of an asset over time... by doing so one can know whether it is short-term / long-term (or in case of startups, if have held for 5yrs and thus may be QSBS eligible)... and also have a column which automatically calculates the unrealized or realized IRR Perhaps also versus S&P 500 & Nasdaq -- this would make Kubera super useful not just for heirs but for me right now! Thank you, D.J.
4 years ago
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