The “Trades” generated from a Sale use FIFO. My broker (Schwab, USA) is using a custom algorithm which is neither FIFO or Moving Average and it’s messed up my cost-basis a little. Probably not a big deal since PP is being consistent across holdings, but would prefer to be able to edit these internals so that everything can match.
Is there a way to edit the lots involved in a sale so that this can become custom (where can I file a feature request if not)?
Thanks!