Support all 4 Lot Identification options under Lot Assignment After Investment Download
Today this feature supports LIFO and FIFO. However, it really should support the same 4 options supported under the Specify Lots button. This would include Minimum Gain and Maximum Gain. I have a Fidelity managed account and they always use Minimum Gain. I'm sure many people have the same situation. Today, we must specify the lots for every single transaction, and they transact several securities 2-3 times per month. Automated support for Minimum Gain for these specific accounts would eliminate upwards of an hour of tedious work per month. Thank you.
This entry was attached to Quicken for Mac only because the Quicken for Windows option in the category pick list had no sub-options and the header could not be picked. I'm running on Windows.
[Moved from QMAC section to QWIN section]