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@nithin additional to the lighter second on Twitter the place you talked about gifting shares and ETFs to your family members, I’ve a suggestion, enable me to share –
I’ve some shares in my account which my father had gifted me a number of years again. It reveals in my portfolio and evidently the revenue and loss are decided by taking these gifted shares under consideration.
However what I might need is a few strategy to get the true view of my investments, with out taking these gifted shares under consideration to find out the price of my efforts alone. A present is a present. It’s there by the way in which. I’m simply letting them be, not promoting them both, and don’t even need it to contribute/ affect my revenue/ loss.
I attempted with Console tags, and tagged these shares as ‘present’ however there isn’t a method I can do a set operation like (complete portfolio – present tag) to know the true value of my efforts alone.
Is there a strategy to get this ‘minus the present’ view?
Such set operations could be useful in different conditions as effectively.
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