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BrokerageTransactions: support actions "Short Term Cap Gain Reinvest" and "Long Term Cap Gain Reinvest" - #24

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BrokerageTransactions: support actions "Short Term Cap Gain Reinvest" and "Long Term Cap Gain Reinvest"#24
rtsai wants to merge 1 commit into
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@rtsai

@rtsai rtsai commented Dec 12, 2025

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These are typically downloaded as a pair of transactions:

  • A "Short (or Long) Term Cap Gain Reinvest" transaction representing the gains (income)
  • A "Reinvest Shares" transaction representing the actual re-investment of those gains

@edwagner

edwagner commented Dec 15, 2025

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Thanks @rtsai , and thanks for clarifying that there is an accompanying "Reinvest Shares" transaction that has the number of shares and price. I ended up doing some reorganizing of the tests to make it easier to line up the scenario in the statement with the unit test (#25). I included your contribution as part of that PR, so I'll close this. Thank you!

@edwagner edwagner closed this Dec 15, 2025
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rtsai deleted the long-term branch December 15, 2025 03:04
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