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Can't the Schwab equity awards data be used not just for prices but also for amounts? #580

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dsha opened this issue Dec 26, 2024 · 1 comment

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@dsha
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dsha commented Dec 26, 2024

Given that Schwab limits export of the transaction history to 4 years (requiring one to use PDF statements which is an extra headache) but the equity awards history - to 10 years, it would seem logical to use the equity awards data not just for prices but also for amounts.

Any fundamental reason not to do this that I'm missing? Thanks!

@dsha
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dsha commented Dec 30, 2024

Actually never mind - figured out that the code needs to know all the transactions anyway to calculate capital gains, so fetching amounts from equity awards data won't help much.

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