iportfolio allows investment parcel selection to be managed using one of the following four methods: minimise gain (maximise loss), maximise gain (minimise loss), first in first out (FIFO) and last in first out out (LIFO).

It goes without saying that all capital gains calculations ensure losses are optimally applied in order to preserve available CGT Discounts. Where your Clients have unused capital losses, iportfolio will automatically carry forward these losses, for application in future years.