w********u
发帖数: 545 | 1 刚发现optionshouse可以自己设置卖股的方式，有6种。不知道用optionshouse的，有
没有注意到这个。好像默认都是FIFO。大家都用的是哪种方式呀？不过这里的可能都是
一年内短期的买卖，都是short term capital gain,所以也都没什么差别了。但是如果
涉及到有长期仓位和短期仓位的时候，这可是10%的tax的差别呀。不知道我的理解对吗？
These 6 options are the settings that will help you manage your after tax
portfolio performance.
First In First Out (FIFO)
Selecting this option will result in those lots which you purchased first to
be sold first.
Last In First Out (LIFO)
Selecting this option will result in those lots which you purchased last to
be sold first.
Highest In First Out (HIFO)
Selecting this option will result in those lots with the highest cost to be
sold first.
Minimum Taxable Gains (MinTax)
Selecting this option will allow the Maxit system to determine the best lot
to sell to minimize your after tax gains, thus lowering your tax burden.
Maximize Taxable Gains (MaxGain)
The MaxGain setting will sell lots first that would realize the largest
taxable gain. This strategy should be used with care since its ultimate
effect is to increase your tax burden. | w**k
发帖数: 6722 | 2 如果都是盈利的仓位，看看有没可能留住时间最长的仓位达到一年，大概于LIFO吧 |
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