Incorrect cost basis/unable to match lots (might be related to the fact that the security had a split after three sales)

john.d.werner's Avatar


02 Jan, 2022 02:45 AM

I don't know whether I am not using the Lots Matching correctly, but I am unable to get the program to "take" the lots I suggest before moving on to the next sale. I understand that by using the Lots Matching method that I will get a more accurate cost basis than the crazy number that the average cost method button yields. It appears that the program simply is not taking my input.

Can someone send me a step by step process for doing lots matching? I don't know whether to click the red dot or OK whenever I get the window that says I have not selected the correct number of shares (which is an erroneous comment in context). I think i am cancelling out my work, but no matter what I try nothing changes.

Please note that I am using MD version 2022.2. Build 4060

  1. 1 Posted by john.d.werner on 02 Jan, 2022 02:49 AM

    john.d.werner's Avatar

    Please note that I am using MD version 2022.2 (4060)

  2. System closed this discussion on 03 Apr, 2022 02:50 AM.

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