settle_tax_liability: Settle Portfolio Tax Liability

In chrishaarstick/madstork: MadStork Portfolio Management

Description

Function to settle the tax liabilty. Option to make cash withdraw and add to portfolio activity

Usage

settle_tax_liability(pobj, date = Sys.Date(), amount, withdraw = FALSE)

Arguments

pobj	portfolio object
date	date of transaction. default is current date
amount	amount of tax settlement
withdraw	logical option to make a cash withdraw from portfolio

Value

updated portfolio object

Examples

library(tidyverse)
portfolio("new_port") %>%
 make_deposit(amount = 2000) %>%
 make_buy(Sys.Date()-1, symbol = "SPY", quantity = 10, price = 100) %>%
 make_sell(id = 1, quantity = 5, price = 105) %>%
 settle_tax_liability(amount = 7.5, withdraw = TRUE)

chrishaarstick/madstork documentation built on Jan. 3, 2022, 8:34 p.m.