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Automate tax lot identification
I see multiple historical threads on this topic and a response that it was implemented. The implementation does not address the primary scenario which is when transactions are automatically downloaded. It would be helpful to have a master setting that could automatically set a certain tax lot preference. This would save the community hundreds of hours of going through and automatically selecting tax preference. If you have an account with many securities, selecting the tax lot preference for each one does not address the core scenarios.