Read this article to learn what this feature is, how to access it, and how to use it.

The Holding period page shows, for each token in your portfolio, how much of your holding is still taxable and how much has already become tax free because of how long you have held it.

A token becomes tax free once you have held it for at least one year. Before that, any gain from its sale is taxable. For more details on the rules, check the tax guides linked at the end of this article.

From the left menu of Finbooks, click on Holding period. You'll find it between Portfolio and Strategies.

The page has two tabs:

The Asset distribution tab lists all the tokens in your portfolio in a table. Click on any column header to sort the table by that column.

If you can't find a token you expect to see, check the Spam tokens toggle at the top right of the table. Switch it on to show spam tokens, switch it off to hide them.

Click on the info icon next to Distribution, Taxable amount and Tax free amount to see a short description of each column.

Hover your mouse over the bar to see the exact percentage.

Each row has a Simulate sale button. Click on it to see the potential gain or loss you would generate by selling that token. The calculation is based on how much of your holding is taxable and how much is tax free.

The Upcoming maturation tab lists the tokens that are still in progress to become tax free. For each one, it shows the time left before it qualifies.