Versus Purchase Specific Lots

jrj4774

jrj4774

Active member
VIP
Hello All,

Anyone else having trouble with Schwab's LIFO lot matching since the update last week? I trade the same ticker back and forth depending on price action, but now I have to message support just to get the right lots assigned for a round trip. Even on days where the overall trade is 100% green, the new system splits it up into a mix of gains and losses. Seeing those red numbers flash when you're actually up is pretty frustrating to look at all day.

I don't want to see visual like these...

1789679071294.png


thanks,
jrj4774
 
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