Guide
Share Lotting
Share lotting is supported for all Asset Classes and for all transactions including those that are Projected.
Lotting methods include:
- FIFO: First In First Out;
- HIFO: Highest In First Out;
- LIFO: Last In First Out; and
- Manual: set by you.
By tracking lots, AV is able to:
- compute realized gains;
- compute unrealized gains;
- compute projected gains; and
- assign income (e.g. dividends) and expenses (e.g. fees) to specific lots and compute asset performance by lot based on income and expense.