Selling specific lots of shares

A feature I would really like is being able to sell shares by identified lots. This is mostly for actions like Tax loss harvesting.

5 Likes

I second Mark’s feature request here. I’ve been looking around to see if it’s available in the trading API documentation. I’m ready to jump right in if the feature is supported. Thanks!

Yes! In fact, this is pretty standard among brokers - I use Vanguard and Fidelity as well, and they both have the option to specify lots.

Yes please add this!