Hi Yahoo Finance Team,

I am writing to provide feedback regarding how portfolio transaction lots and realized gain/loss calculations are currently handled in Yahoo Finance.

Specifically, when selling a partial position from a specific purchase lot, Yahoo Finance currently calculates realized gains against the overall average cost basis across all shares rather than reducing/attributing the sale to the specific historical lot.

Key Issues Observed:

Lack of Specific Lot Selection: When logging a "Sell" transaction, there is no option to specify which lot (e.g., FIFO, LIFO, or Specific Identification) the shares are being sold from.

Confusing Interface Reporting: The platform visually attributes realized gains to individual lot rows, but calculates the gain percentage based on the portfolio's overall average purchase price. This leads to confusing tax-lot records where sold shares do not dynamically adjust or reduce the remaining quantity/cost-basis of specific purchase blocks.

Why This Matters:
With competing portfolio trackers (such as Google Finance) having recently updated their platforms and removed detailed lot customization/visibility, Yahoo Finance has a major opportunity to stand out as the primary tool for retail investors.

Adding robust Share Lot Management—specifically:

Allowing users to choose accounting methods (FIFO, LIFO, Specific Lot) when adding a Sell transaction

Dynamically reducing the share count of designated buy lots after a sale

Showing accurate lot-specific cost basis and realized gains

...would make Yahoo Finance the go-to portfolio management platform for active investors who track cost basis closely.

Thank you for your time and for continuously improving Yahoo Finance.

Best regards,
Bhavik Brahmbhatt